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 beatApple's holiday revenue outlook is overshadowed by margin squeeze
7 Nov 3 2:24 PM · 8d ago · 3 articles · 2 posts · 3 comments · 3 sources · development 7 of 7
Apple guided to 7-10% holiday-quarter revenue growth, but warned gross margins would shrink further due to memory costs and spending on the new Siri AI assistant, a point that weighed on the stock more than the growth forecast.
“Apple predicted revenue growth of 7% to 10% during the holiday season, but a warning that gross margins would be smaller due to higher memory costs and expenses related to the new Siri AI digital assistant, weighed on the stock.”
Bloomberg Tech
John Ternus Apple CEOKevan Parekh Apple CFOBen Barringer Head of technology research, Quilter CheviotJacob Bourne Emarketer analyst
The whole story articlespostscomments the bright band is this development · numbered dots are the others · click one to jump
What was reported 1 claim about this development
-
first by Bloomberg Tech, 8d ago
What people said 3 voices · verbatim
-
There are two type of people, one who clicks the first link on Amazon and buy it. Second who research prices, sales, discounts, specs, and tons of other factors, and then make a purchase. First one will definitely use chatbot. Second one is most people on a text based social media platform.
-
Because NVIDIA literally pays its own customers to buy stuff from them. Apple can release a piece of cardboard with an small "i" on it and armies of people with line up to buy it.
-
That Search % is going to go down over the next few years as Google Cloud ramps up. And thankfully Google Cloud has +35% op margins.
All 7 developments of Apple warns memory chip costs will squeeze holiday margins… →
NewswiresGoogle NewsMastodonHacker NewsXRedditBluesky