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Apple guides December quarter revenue up 7–10%, warns of margin pressure

Apple attributes margin decline to memory costs and AI infrastructure investment

1 Nov 2 4:40 PM · 10d ago · 2 articles · 1 source · development 1 of 1

Parekh attributed the lower margin guidance to higher memory costs persisting through at least year-end and costs from ramping Siri AI across five new languages in iOS 27.2. Operating expenses rose 21% in the September quarter to $19.2 billion, with R&D climbing 32% to $11.7 billion. Apple has received most of its tariff refunds, which had boosted prior-quarter margins by roughly one percentage point.

Apple attributes margin decline to memory costs and AI infrastructure investment
ithinkdiff.com

“the range reflects constrained supply, and that Apple expects it to be the best quarter for revenue in its history”

Kevan Parekh, Apple CFO · techmeme ↗

Kevan Parekh Apple CFOTim CookTim Cook Apple CEOApple Technology company

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1Apple attributes margin decline to memory…
Nov 3Nov 4Nov 5Nov 6Nov 7Nov 8Nov 9Nov 10yesterdaynow · 8:31 PM ET

What was reported 1 claim about this development

  1. 2 outlets Apple Guides December Quarter Revenue Up 7% to 10% as Margin Falls to 45%

    first by iThinkDifferent, 10d ago · also Seeking Alpha

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All 1 developments of Apple guides December quarter revenue up 7–10%, warns of… →

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