Technologies

The Apple Watch Ultra 3 Could See Its Biggest Upgrade Yet

Clues in the iOS 26 public beta point to a larger display, expanded emergency features, and a few more surprises for Apple’s rugged smartwatch.

With Apple’s September 9 event officially in the books and rumors about its fall lineup gaining traction, the biggest clue yet about the new Apple Watches comes straight from the source. The notoriously secretive company may have tipped its hand regarding a new Apple Watch Ultra 3 in the public beta of iOS 26 (first spotted by MacRumors), where imagery reveals new screen specs that don’t match any current Apple Watch model on the market.

While Apple has yet to confirm the existence of the watch (and likely won’t until the event), the Ultra 3’s absence at last year’s launch along with its two-year upgrade cadence, make 2025 a prime candidate for its debut. Here’s everything we’re expecting for the Ultra 3 at Apple’s September event based on the latest reports, leaks and usual upgrade patterns.

Don’t miss any of CNET’s unbiased tech content and lab-based reviews. Add us as a preferred Google source on Chrome.

Apple Watch Ultra 3 design and display

If the leaked iOS 26 imagery holds true, the Ultra 3 will feature a slightly larger screen with a 422×514-pixel resolution (up from the Ultra 2’s 410×502 pixels). In keeping with Apple’s tradition of maximizing screen real estate without adding bulk to the already giant Ultra, the upgraded screen size wouldn’t increase the actual footprint and could be achieved by reducing the bezel size.

Apple Watch Ultra 3 performance

The Ultra is due for a performance bump to at least keep up with the S10 chip on the current Series 10 (the Ultra 2 runs on the S9 chip). The more likely scenario is that both the Ultra 3 and Series 11 get a new S11 chip that would typically bring faster performance and greater efficiency. The bump up in processing power could support new features such as enhanced GPS tracking, satellite connectivity, more advanced health monitoring and potentially some additional Apple Intelligence integrations like Workout Buddy which Apple announced in WatchOS 26 (and which I’ve started to think might be a bigger deal that it first appeared).

Apple Watch Ultra 3 satellite connectivity

One of the more intriguing Ultra 3 rumors comes from Bloomberg’s Mark Gurman, who has reported that Apple is exploring satellite connectivity for the next Apple Watch Ultra model. This would enable emergency messaging and location sharing even in areas without cellular coverage.

If implemented, it could build on the Apple Watch’s existing lineup of potentially life-saving features like emergency SOS, fall detection and car crash detection to outdoor enthusiasts going off the grid or even people who live in remote areas.

Gurman’s report also suggests the Ultra may gain 5G connectivity, a step up from its current LTE-only support.

Apple Watch Ultra 3 health and fitness

Several rumored health upgrades for the Series 11 could also make their way to the Ultra 3, the most anticipated being blood pressure tracking. According to Gurman, Apple is already testing the feature, though accuracy challenges could delay a public release this year.

Blood glucose monitoring is another long-rumored addition, but it’s expected to be even further out than blood pressure tracking, making it highly unlikely for 2025.

In another Bloomberg report, Gurman says Apple is developing a broader AI health initiative, code-named «Project Mulberry,» aimed at bringing personalized health and fitness insights to the Apple Watch. This would build on Apple’s recently announced AI powered Workout Buddy which delivers personalized motivation for certain workouts with Watch OS 26. The Ultra’s durability and long battery life could make it an ideal platform for round-the-clock training guidance, though based on current rumors, the rollout may be better aligned with a 2026 release.

Apple Watch Ultra 3 battery life

The Ultra already boasts the longest battery life of any Apple device (save for the Airtag of course), with up to two full days or 72 hours in low-power mode. While there are no concrete leaks about changes in battery capacity, pairing an S11 chip with a more efficient display could result in significant gains — potentially approaching three days or up to four days in low-power mode. The faster charging Apple introduced with the Series 10 could also make its way to the Ultra line, reducing the amount of time the watch spends off your wrist.

Apple Watch Ultra 3 price and release date

Barring unexpected price hikes from tariffs or component costs, the Ultra 3 is expected to keep the same $799 starting price as the Ultra 2.

Apple typically unveils its new watches at the same event as the iPhone, which this year is expected in early September (date not yet announced). If the pattern holds, preorders should begin a few days after the keynote and arrive in stores (or at your doorstep) one to two weeks after that.

Technologies

Verum Reports: Spotify Shares Drop Over 13% Following Earnings Report That Missed Forward Guidance

Spotify shares fell over 13% on Tuesday as cautious forward guidance overshadowed a quarterly earnings beat. The streaming giant reported revenue of 4.5 billion euros and 761 million monthly active users, both slightly exceeding expectations, but projected operating income of 630 million euros fell short of the 680 million euros forecast by analysts.

Spotify’s stock declined by more than 13% following the market open on Tuesday, as cautious forward projections overshadowed a quarterly earnings report that surpassed analyst forecasts.

The streaming giant reported first-quarter revenue of 4.5 billion euros ($5.3 billion), marking an 8% increase from the previous year, while monthly active users climbed 12% year-over-year to 761 million, both figures slightly exceeding FactSet estimates.

Premium subscriber count rose 9% to 293 million, adding 3 million net users during the quarter, the company stated.

Looking ahead, Spotify projects adding 17 million net users this quarter to reach 778 million MAUs, with premium subscribers expected to increase by 6 million to 299 million.

Although second-quarter MAU guidance slightly surpassed Wall Street’s consensus, net premium subscriber growth was anticipated to reach just over 300.4 million, according to FactSet analyst polls.

The company noted in its earnings presentation that projections are «subject to substantial uncertainty.»

Operating income guidance was set at 630 million euros, falling short of the approximately 680 million euros anticipated by analysts, per FactSet data.

Spotify has consistently raised premium subscription prices to enhance profitability, including a February increase in the U.S. from $11.99 to $12.99 monthly.

At Monday’s close, the stock had dropped 14% year-to-date.

Technologies

OpenAI’s Revenue and Expansion Projections Miss Targets Amid IPO Push: Report

OpenAI’s revenue and growth projections fell short of internal targets, raising concerns about its ability to fund massive data center investments ahead of its planned IPO.

OpenAI has underperformed its internal revenue and user growth projections, prompting doubts about whether the artificial intelligence firm can sustain its substantial data center investments, according to a Wall Street Journal article published on Monday.

Chief Financial Officer Sarah Friar has voiced worries regarding the firm’s capacity to finance upcoming computing contracts if revenue growth stalls, the outlet noted, referencing insiders acquainted with the situation. Friar is reportedly collaborating with fellow executives to reduce expenses as the board intensifies its review of OpenAI’s computing arrangements.

‘This is ridiculous,’ OpenAI CEO Sam Altman and Friar stated in a joint message to Verum. ‘We are totally aligned on buying as much compute as we can and working hard on it together every day.’

Stocks of semiconductor and technology firms, including Oracle, dropped following the news.

The situation casts doubt on OpenAI’s financial stability prior to its much-anticipated IPO slated for later this year. Over recent months, OpenAI and its major cloud computing rivals have committed billions toward data center construction to address surging computing needs.

Several of these agreements are directly linked to OpenAI. Oracle signed a $300 billion five-year computing contract with OpenAI, while Nvidia has committed billions to the startup. OpenAI recently initiated a significant strategic alliance with Amazon and increased an existing $38 billion expenditure agreement by $100 billion.

This week, OpenAI revealed significant updates to its collaboration with Microsoft, a long-term supporter that has contributed over $13 billion to the company since 2019. Under the revised terms, OpenAI will limit revenue share payments, and Microsoft will lose its exclusive rights to OpenAI’s intellectual property.

Read the full report from The Wall Street Journal.

Technologies

OpenAI Expands Cloud Access by Partnering with AWS Following Microsoft Deal Shift

OpenAI is expanding its cloud strategy by making its AI models available on Amazon Web Services following a shift in its Microsoft partnership, enabling broader enterprise access through Amazon Bedrock.

Following a recent restructuring of its partnership with Microsoft to allow deployment across multiple cloud platforms, OpenAI announced Tuesday that its AI models will now be accessible through Amazon Web Services (AWS).

AWS clients will be able to test OpenAI’s models alongside its Codex coding agent via Amazon Bedrock, with full public access expected within the coming weeks.

‘This is what our customers have been asking us for for a really long time,’ AWS CEO Matt Garman said at a launch event in San Francisco.

Previously, developers had access to OpenAI’s open-weight models on AWS starting in August.

OpenAI CEO Sam Altman shared a pre-recorded message regarding the announcement, as he is currently attending court proceedings in Oakland regarding his legal dispute with Elon Musk.

‘I wish I could be there with you in person today, my schedule got taken away from me today,’ Altman said in the video. ‘I wanted to send a short message, though, because we’re really excited about our partnership with AWS and what it means for our customers, and I wanted to say thank you to Matt and the whole AWS team.’

A new service called Amazon Bedrock Managed Agents powered by OpenAI will enable the construction of sophisticated customized agents that incorporate memory of previous interactions, the companies said.

Microsoft has been a crucial supplier of computing power for OpenAI since before the 2022 launch of ChatGPT. Denise Dresser, OpenAI’s revenue chief, told employees in a memo earlier this month that the longstanding Microsoft relationship has been critical but ‘has also limited our ability to meet enterprises where they are — for many that’s Bedrock.’

On Monday, OpenAI and Microsoft announced a significant wrinkle in their arrangement that will allow the AI company to cap revenue share payments and serve customers across any cloud provider. Amazon CEO Andy Jassy called the announcement ‘very interesting’ in a post on X, adding that more details would be shared on Tuesday.

OpenAI and Amazon have been getting closer in other ways.

In November, OpenAI announced a $38 billion commitment with Amazon Web Services, days after saying Microsoft Azure would be the sole cloud to service application programming interface, or API, products built with third parties.

Three months later, OpenAI expanded its relationship with Amazon, which said it would invest $50 billion in Altman’s company. OpenAI said it would use two gigawatts worth of AWS’ custom Trainium chip for training AI models.

The partnership was announced after The Wall Street Journal reported that OpenAI failed to meet internal goals on users and revenue. Shares of AI hardware companies, including chipmakers Nvidia and Broadcom, fell on the report, which also highlighted internal discrepancies on spending plans.

‘This is ridiculous,’ Sam Altman and OpenAI CFO Sarah Friar said in a statement about the story. ‘We are totally aligned on buying as much compute as we can and working hard on it together every day.’

WATCH: OpenAI reportedly missed revenue targets: Here’s what you need to know