Part of Apple reports record Q4 FY2026: $114.5B revenue under new CEO John Ternus · 2 stories · since Oct 28 · newest 8d ago
Apple warns memory chip costs will squeeze holiday margins despite earnings beatTernus warns memory chip prices are rising at an "unprecedented" rate
4 Nov 2 6:00 PM · 9d ago · 13 articles · 5 posts · 10 comments · 5 sources · development 4 of 7
On the earnings call, Ternus said memory pricing was unprecedented and predicted Q4 costs would be even higher than the prior quarter; Apple shares fell in after-hours trading on the margin warning.
“What we're seeing with memory pricing right now is unprecedented”
John Ternus
John Ternus Apple CEOKevan Parekh Apple CFOBen Barringer Head of technology research, Quilter CheviotJacob Bourne Emarketer analyst
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What was reported 2 claims about this development
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first by Guardian, 8d ago
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first by Bloomberg.com, 9d ago
What people said 11 voices · verbatim
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But those few extra grands of revenue at the cost of millions in design and inventory to support that productNot to mention, at the price apple is selling their 27 inch display, i am doubtful anyone buying them want to make do with the base M chip. But if not the base chip, that will add even more inventory cost
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Lots of growth but way more costs and the costs aren’t going away, they’re getting worse. No actual proof LLMs are having an ROI on enterprise’s. LLM is as cheap as is it will ever be right now. How many will foot the bill when Open AI and Anthropic start charging for their trillion dollar + of upcoming expense
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P
A preview of Apple's earnings call today https:// x.com/rsgnl/status/21173544020 54840780/video/1 @ apple_enthusiast # Apple # iOS # iPad
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This is a crazy big number. I think the problem for them now is how people are going to be able to afford to keep buying their products in the age of AI job replacement? They'll have to massively increase their prices and become more of a luxury product and manufacture fewer units with bigger margins.
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> Diluted earnings per share was $2.10, up 14 percent year over year, and included a favorable impact of $0.05 from tariff refunds.In other words, the money consumers used to pay Trump's tariffs was not refunded to the consumers, but went straight to Apple's bottom line instead.
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Still an open question whether not investing in AI infrastructure was the right move. They did better than Alphabet, Amazon and Intel, but Apple renting its AI from Alphabet (Gemini with Siri) might be a long term risk, since they're building on someone else's platform.
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They would not, they would make less on Studio Displays and Mac Studios and Mac Minis, the decision not to do is product segmentation because they hate us customers and want to maximise revenue :-/
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> Services revenue reaches new all-time highWonder how much of this is due to shitty ads everywhere. (App Store, Maps, Sports.app, ...)Edit: I forgot Apple News...
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Mac revenue being up 24% vs last year makes me think that users have figured out that they can just plug a Mac Mini into the monitor they already have.
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One thing I can tell about Apple is they could make at least a few extra grand in any quarter if they were to bring back the 27' iMac
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Apple could eat the console market alive with the Apple TV. The hardware and performance is there but they don’t seem to care about it.
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