AirPods Pro 3 demand was so strong after the earbuds launched in September that their popularity reportedly "caught Apple off guard". "AirPods Pro 3 were supply-constrained during the quarter, and we think we would have grown year over year if we would not have been constrained," Apple CEO Tim Cook told Reuters, in a report published alongside Apple's record-breaking earnings results for the fourth quarter of the 2025 calendar year.