Every time there’s discuss of Apple making a giant, splashy acquisition to assist catch up in AI, somebody inevitably factors out that “Apple doesn’t purchase large firms like that”. Right now, Apple CEO Tim Prepare dinner supplied his view: firm measurement doesn’t matter.
If the tech is correct, what’s the hurt?
Throughout immediately’s Q3 2025 earnings name, Citi analyst Atif Malik requested whether or not Apple wanted to speed up its AI roadmap, regardless of traditionally not resorting to large acquisitions.
Prepare dinner famous that Apple has acquired seven firms this 12 months, though not all of them have been AI firms. Then, he added:
“We’re very open to M&A that accelerates our roadmap. We’re not caught on a sure measurement firm. (…) we mainly ask ourselves whether or not an organization may also help us speed up a roadmap. In the event that they do, then we have an interest. However we don’t have something to share particularly immediately.”
Prepare dinner’s reply comes a couple of month after Bloomberg reported that Apple had held inside talks about buying AI search startup Perplexity, which reportedly simply closed a $1 billion funding spherical, pegging its worth at greater than $18 billion, and pushing any potential sale worth even increased.
An acquisition wouldn’t simply make it Apple’s greatest so far, effectively past the $3 billion Beats deal, it might arguably eclipse the mixed worth of each different acquisition Apple has ever made.
On the identical time, Morgan Stanley just lately printed a report that categorized as “misguided” the concept Apple wanted to accumulate an AI search startup.
Be it as it might, Prepare dinner’s remarks immediately supplied each a unique perspective, and a roadmap of firms hoping to interrupt with Apple’s precedent: for this explicit case, if the expertise is correct, Apple could also be prepared to pay a worth as huge as its personal shortcomings within the AI recreation.
Apple Watch offers on Amazon
FTC: We use earnings incomes auto affiliate hyperlinks. Extra.
