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BusinessQuiet 8d · day 9

Apple CEO John Ternus: iPhone Duo supply shortages have no end date

In his first earnings call as Apple CEO, Ternus tells Reuters the foldable iPhone remains supply-constrained with no timeline for balance, and confirms some units are being replaced for display issues.

What to know

  • Apple's first CEO earnings call under John Ternus centered on iPhone Duo supply shortfalls rather than the record $114.5 billion quarterly revenue.
  • Ternus gave no timeline for when iPhone Duo supply will catch up with demand, with shipping estimates still stuck at late January since the October 16 sellout.
  • Apple is replacing a "very small percentage" of Duo units returned over inner-display issues, following its prior acknowledgment of the defect and AppleCare guidance.

John TernusJohn Ternus Apple CEOApple Manufacturer of iPhone Duo

Apple CEO John Ternus: iPhone Duo supply shortages have no end date
macrumors.com

How it unfolded 2 developments, newest first · click a bar or a number to jump articlesposts

Peak 17 pieces in two hours at Nov 2, 3 PM; 36 pieces over 9 days (26 articles · 9 posts · 1 comment) Nov 2, 3 PM — 17 pieces · 13 articles · 4 posts — Newswires 9, Google News 4, Mastodon 3, +1 moreNov 2, 5 PM — 8 pieces · 6 articles · 2 posts — Google News 3, Mastodon 3, Newswires 2Nov 2, 7 PM — 4 pieces · 3 articles · 1 comment — Newswires 3, Reddit 1Nov 2, 9 PM — 1 piece · 1 post — Mastodon 1Nov 2, 11 PM — quietNov 3, 1 AM — quietNov 3, 3 AM — quietNov 3, 5 AM — 2 pieces · 2 articles — Google News 1, Newswires 1Nov 3, 7 AM — quietNov 3, 9 AM — 1 piece · 1 post — Bluesky 1Nov 3, 11 AM — 3 pieces · 2 articles · 1 post — Google News 2, Bluesky 1Nov 3, 1 PM — quietNov 3, 3 PM — quietNov 3, 5 PM — quietNov 3, 7 PM — quietNov 3, 9 PM — quietNov 3, 11 PM — quietNov 4, 1 AM — quietNov 4, 3 AM — quietNov 4, 5 AM — quietNov 4, 7 AM — quietNov 4, 9 AM — quietNov 4, 11 AM — quietNov 4, 1 PM — quietNov 4, 3 PM — quietNov 4, 5 PM — quietNov 4, 7 PM — quietNov 4, 9 PM — quietNov 4, 11 PM — quietNov 5, 1 AM — quietNov 5, 3 AM — quietNov 5, 5 AM — quietNov 5, 7 AM — quietNov 5, 9 AM — quietNov 5, 11 AM — quietNov 5, 1 PM — quietNov 5, 3 PM — quietNov 5, 5 PM — quietNov 5, 7 PM — quietNov 5, 9 PM — quietNov 5, 11 PM — quietNov 6, 1 AM — quietNov 6, 3 AM — quietNov 6, 5 AM — quietNov 6, 7 AM — quietNov 6, 9 AM — quietNov 6, 11 AM — quietNov 6, 1 PM — quietNov 6, 3 PM — quietNov 6, 5 PM — quietNov 6, 7 PM — quietNov 6, 9 PM — quietNov 6, 11 PM — quietNov 7, 1 AM — quietNov 7, 3 AM — quietNov 7, 5 AM — quietNov 7, 7 AM — quietNov 7, 9 AM — quietNov 7, 11 AM — quietNov 7, 1 PM — quietNov 7, 3 PM — quietNov 7, 5 PM — quietNov 7, 7 PM — quietNov 7, 9 PM — quietNov 7, 11 PM — quietNov 8, 1 AM — quietNov 8, 3 AM — quietNov 8, 5 AM — quietNov 8, 7 AM — quietNov 8, 9 AM — quietNov 8, 11 AM — quietNov 8, 1 PM — quietNov 8, 3 PM — quietNov 8, 5 PM — quietNov 8, 7 PM — quietNov 8, 9 PM — quietNov 8, 11 PM — quietNov 9, 1 AM — quietNov 9, 3 AM — quietNov 9, 5 AM — quietNov 9, 7 AM — quietNov 9, 9 AM — quietNov 9, 11 AM — quietNov 9, 1 PM — quietNov 9, 3 PM — quietNov 9, 5 PM — quietNov 9, 7 PM — quietNov 9, 9 PM — quietNov 9, 11 PM — quietYesterday, 1 AM — quietYesterday, 3 AM — quietYesterday, 5 AM — quietYesterday, 7 AM — quietYesterday, 9 AM — quietYesterday, 11 AM — quietYesterday, 1 PM — quietYesterday, 3 PM — quietYesterday, 5 PM — quietYesterday, 7 PM — quietYesterday, 9 PM — quietYesterday, 11 PM — quietToday, 1 AM — quietToday, 3 AM — quiet 1–2
Nov 3Nov 4Nov 5Nov 6Nov 7Nov 8Nov 9yesterdaynow · 5:43 AM ET
  1. 2

    Coverage frames shortages as Ternus's first CEO test

    Outlets note this marks Ternus's first earnings report as Apple CEO, with iPhone Duo shortages and an unspecified timeline for resolution dominating the discussion alongside a rebuilt Siri.

    “He's vague about when Apple will make enough iPhone Duo units, though.”
    — AppleInsider
    1. first by MacRumors, 8d ago · also Tom's Guide, MacRumors Forums

      2 more headlines
    • appleinsider@mastodon.social

      John Ternus marked his first earnings as Apple CEO with iPhone Duo shortages and a rebuilt Siri taking center stage. He's vague about when Apple will make enough iPhone Duo units, though. https:// appleinsider.com/articles/26/1 1/02/apple-still-cant-meet-iphone-duo-demand-and-ternus-wont-say-when-it-will?utm_medium=social&utm_source=mastodon

      appleinsider@mastodon.socialMastodon8d agoview on Mastodon ↗
    2 more of the top 3 · 4 posts in this stretch
    • ‘Huawei can’t compete in the US’ - because the US is shit scared of allowing Chinese tech to be sold in the US, just like their cars to protect Elon

      NotAnRSPlayerr/technology8d agoview on r/technology ↗
    • TechCrunch@mstdn.social

      Apple says iPhone Duo production is ramping up, but it still can't say when supply will catch up with demand as shipping delays stretch into next year. https:// techcrunch.com/2026/11/02/appl e-says-its-hard-to-predict-when-iphone-duo-constraints-will-improve/?utm_source=dlvr.it&utm_medium=mastodon

      TechCrunch@mstdn.socialMastodon8d agoview on Mastodon ↗
    all of them →
  2. 1

    Ternus confirms display-issue returns, replacements offered

    Ternus told Reuters that "a very small percentage" of iPhone Duo units have been returned over display issues and that Apple is replacing them with new units.

    “a very small percentage…”
    — John Ternus
    1. first by PCMag Australia, 8d ago · also Yahoo Finance, TechCrunch, Business Insider, PCMag

      2 more headlines
    2. first by 9to5Mac, 8d ago

  3. background

    Ternus tells Reuters Duo supply remains constrained — In an interview with Reuters following the earnings report, CEO John Ternus said Apple cannot predict when iPhone Duo supply will meet demand, despite the production ramp going well.

  4. background

    Apple reports record September-quarter earnings — Apple posted September quarter revenue of $114.5 billion, up 12 percent year over year, beating Wall Street expectations; the figures exclude iPhone Duo sales since the device launched after the quarter closed.

  5. background

    Apple acknowledges iPhone Duo display defect — Apple confirmed it was aware of an issue affecting the inner display of some iPhone Duo units and directed affected customers to contact AppleCare.

  6. background

    iPhone Duo preorders sell out immediately — Apple's foldable iPhone Duo sold out on its first day of preorders, setting shipping estimates that have remained at late January ever since.

Also covered reported alongside — the timeline has no entry for these yet

  1. first by The Verge, 8d ago · also Android Headlines

    1 more headline

and 1 smaller piece

What people are saying 1 voices from 1 site · best of 4 · verbatim