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 beatAnalysts say the global memory crisis is Ternus's first real test
6 Nov 3 7:10 AM · 8d ago · 3 articles · 6 posts · 2 comments · 6 sources · development 6 of 7
Coverage characterized the disappointing gross-margin forecast as the first major challenge of Ternus's tenure, tied to a broader industry-wide memory shortage driven by AI datacenter demand.
“What we're seeing with memory pricing right now is unprecedented”
John Ternus, Apple CEO · hn ↗
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 CNBC, 8d ago
What people said 5 voices · verbatim
-
A
Apple released its fourth-quarter results for 2026 on Monday. Here's what analysts watching the iPhone maker say about its finances and their expectations for its future. https:// appleinsider.com/articles/26/1 1/03/analysts-on-aapl-how-observers-feel-about-apples-q4-financials?utm_medium=social&utm_source=mastodon
-
Apple $AAPL JUST guided fiscal Q1 revenue growth of 7-10%, ahead of the 6.1% analysts expected, with Services growth of 8-9%. The CFO said the 45-46% gross margin outlook factors in memory chip expenses and Siri AI costs.
-
Umm no, something specifically said made it drop a 4% percent in a minute after hours during the call. Watch back one of the live streams with the price graph in sync and you can see the statement the market didn’t like.
-
J
# Apple earnings: John Ternus faces first test amid high memory costs https://www. cnbc.com/2026/11/03/apple-earn ings-john-ternus-faces-first-test-amid-high-memory-costs.html
-
Tell me that you’ve never work a day in corporate without telling me you’ve never worked a day in corporate. Whatever Ternus is pushing out has been in development for years. He’s just the result of it.
All 7 developments of Apple warns memory chip costs will squeeze holiday margins… →
NewswiresGoogle NewsMastodonHacker NewsXRedditBluesky