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Part of Apple reports record Q4 FY2026: $114.5B revenue under new CEO John Ternus · 2 stories · since Oct 28 · newest 8d ago

Apple Says Memory Costs Are "Unprecedented," Dodges Future Price-Hike Question

Apple guides December gross margin down to 45-46%

1 Nov 2 4:40 PM · 9d ago · 1 article · 1 source · development 1 of 2

Apple said gross margin will fall from 47.9 percent in the September quarter to 45-46 percent in December, mainly due to memory costs and some Siri AI spending; Mac and iPad supply will be constrained, inventory more than doubled year over year to $14.5 billion, and manufacturing purchase obligations rose $33 billion from June to September.

Apple guides December gross margin down to 45-46%
channelnewsasia.com

John TernusJohn Ternus Apple CEO (per earnings call coverage)Sabih Khan Apple COOKevan Parekh Apple CFO

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Peak 24 pieces in 4h at Nov 2, 4 PM; 68 pieces over 15 days (53 articles · 12 posts · 3 comments) Oct 28, 1 AM — 1 piece · 1 article — Newswires 1Oct 28, 5 AM — 2 pieces · 1 article · 1 post — Mastodon 1, Newswires 1Oct 28, 9 AM — quietOct 28, 1 PM — quietOct 28, 5 PM — quietOct 28, 9 PM — 2 pieces · 1 article · 1 post — Newswires 1, X 1Oct 29, 1 AM — quietOct 29, 5 AM — quietOct 29, 9 AM — quietOct 29, 1 PM — quietOct 29, 5 PM — quietOct 29, 9 PM — quietOct 30, 1 AM — quietOct 30, 5 AM — quietOct 30, 9 AM — quietOct 30, 1 PM — quietOct 30, 5 PM — quietOct 30, 9 PM — quietOct 31, 1 AM — quietOct 31, 5 AM — quietOct 31, 9 AM — quietOct 31, 1 PM — quietOct 31, 5 PM — quietOct 31, 9 PM — quietNov 1, 1 AM — quietNov 1, 4 AM — quietNov 1, 8 AM — quietNov 1, 12 PM — quietNov 1, 4 PM — quietNov 1, 8 PM — 1 piece · 1 article — Google News 1Nov 2, 12 AM — quietNov 2, 4 AM — quietNov 2, 8 AM — 1 piece · 1 article — Newswires 1Nov 2, 12 PM — 6 pieces · 6 articles — Newswires 5, Google News 1Nov 2, 4 PM — 24 pieces · 22 articles · 2 posts — Newswires 15, Google News 7, Bluesky 1, +1 moreNov 2, 8 PM — 1 piece · 1 article — Newswires 1Nov 3, 12 AM — 2 pieces · 2 articles — Google News 2Nov 3, 4 AM — 17 pieces · 13 articles · 4 posts — Newswires 11, Google News 2, X 2, +2 moreNov 3, 8 AM — 4 pieces · 2 articles · 2 posts — Newswires 2, Mastodon 1, Hacker News 1Nov 3, 12 PM — 3 pieces · 1 article · 1 post · 1 comment — Mastodon 1, Newswires 1, Reddit 1Nov 3, 4 PM — 3 pieces · 1 article · 1 post · 1 comment — Reddit 2, Google News 1Nov 3, 8 PM — quietNov 4, 12 AM — quietNov 4, 4 AM — quietNov 4, 8 AM — quietNov 4, 12 PM — 1 piece · 1 comment — Reddit 1Nov 4, 4 PM — quietNov 4, 8 PM — quietNov 5, 12 AM — quietNov 5, 4 AM — quietNov 5, 8 AM — quietNov 5, 12 PM — quietNov 5, 4 PM — quietNov 5, 8 PM — quietNov 6, 12 AM — quietNov 6, 4 AM — quietNov 6, 8 AM — quietNov 6, 12 PM — quietNov 6, 4 PM — quietNov 6, 8 PM — quietNov 7, 12 AM — quietNov 7, 4 AM — quietNov 7, 8 AM — quietNov 7, 12 PM — quietNov 7, 4 PM — quietNov 7, 8 PM — quietNov 8, 12 AM — quietNov 8, 4 AM — quietNov 8, 8 AM — quietNov 8, 12 PM — quietNov 8, 4 PM — quietNov 8, 8 PM — quietNov 9, 12 AM — quietNov 9, 4 AM — quietNov 9, 8 AM — quietNov 9, 12 PM — quietNov 9, 4 PM — quietNov 9, 8 PM — quietYesterday, 12 AM — quietYesterday, 4 AM — quietYesterday, 8 AM — quietYesterday, 12 PM — quietYesterday, 4 PM — quietYesterday, 8 PM — quietToday, 12 AM — quietToday, 4 AM — quietToday, 8 AM — quietToday, 12 PM — quietToday, 4 PM — quietToday, 8 PM — quiet 1–2
1–2Apple guides December gross margin down…
Oct 29Oct 31Nov 2Nov 4Nov 6Nov 8now · 9:50 PM ET

What was reported 2 claims about this development

  1. 8 outlets Apple forecasts margin drop as rising memory costs bite

    first by RTÉ, 9d ago · also Indian Express, Business Standard, Channel NewsAsia, Fortune, Yahoo, Quartz +1

    6 more headlines
  2. 3 outlets Apple Dodges Question on More Price Hikes as Memory Costs Climb

    first by MacRumors, 9d ago · also Tom's Hardware, CNET

    3 more headlines

All 2 developments of Apple Says Memory Costs Are "Unprecedented," Dodges Future… →

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