At any time when there’s discuss of Apple making an enormous, splashy acquisition to assist catch up in AI, somebody inevitably factors out that “Apple doesn’t purchase huge firms like that”. Immediately, Apple CEO Tim Prepare dinner provided his view: firm dimension doesn’t matter.
If the tech is correct, what’s the hurt?
Throughout today’s Q3 2025 earnings call, Citi analyst Atif Malik requested whether or not Apple wanted to speed up its AI roadmap, regardless of traditionally not resorting to huge acquisitions.
Prepare dinner famous that Apple has acquired seven firms this 12 months, though not all of them had been AI firms. Then, he added:
“We’re very open to M&A that accelerates our roadmap. We’re not caught on a sure dimension firm. (…) we mainly ask ourselves whether or not an organization will 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 right this moment.”
Prepare dinner’s reply comes a few month after Bloomberg reported that Apple had held inside talks about buying AI search startup Perplexity, which reportedly just closed a $1 billion funding spherical, pegging its worth at greater than $18 billion, and pushing any potential sale worth even larger.
An acquisition wouldn’t simply make it Apple’s largest to date, effectively past the $3 billion Beats deal, it may arguably eclipse the mixed worth of each different acquisition Apple has ever made.
On the similar time, Morgan Stanley lately revealed a report that categorized as “misguided” the concept Apple wanted to purchase an AI search startup.
Be it as it might, Prepare dinner’s remarks right this moment provided each a unique perspective, and a roadmap of firms hoping to break with Apple’s precedent: for this specific case, if the expertise is correct, Apple could also be prepared to pay a worth as large as its personal shortcomings within the AI recreation.