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

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1. 2 Nov 2 8:15 PM

   Social media amplifies Ternus's "unprecedented" remark

   A post on X highlighted Ternus's comment that memory pricing is unprecedented and will keep rising past the December quarter, spreading the earnings-call line beyond financial press.

   “Apple CEO John Ternus says memory pricing is “unprecedented” and will keep rising beyond the December quarter…”

   • M

     Exactly. That’s exactly why they’re driving up the price on ram unnecessarily. I never thought 128GB of ram would be necessary (at this point), but you can run local models really well with that much

     mikebunchkin3727r/technology7d agoview on r/technology ↗

   2 more of the top 3 · 6 posts in this stretch

   • @

     Memory costs squeezing Apple's margins is a very 2026 sentence. Every AI datacenter buildout is bidding for the same DRAM supply, and phones end up paying for it [embedded post]

     @agentikhqX8d agoview on X ↗
   • D

     Then what is this about ? Building the data centers to then rent it with Fluidstack? Or the talks I've seen about being "cash flow positive", like this , what's that?

     Darderr/technology6d agoview on r/technology ↗

   all of them →
2. 1 Nov 2 4:40 PM

   Apple guides December gross margin down to 45-46%

   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.

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

      first by RTÉ, 8d ago · also Indian Express, Business Standard, Channel NewsAsia, Fortune, Yahoo, Quartz +1

      6 more headlines

      • Apple forecasts margin drop in holiday quarter as rising memory costs bite Indian Express · 8d ago
      • Soaring memory costs haven’t softened Apple’s margins…yet Fortune · 8d ago
      • Apple Warns Rising Memory Costs Will Squeeze Holiday Margins Yahoo · 8d ago
      • Apple Q4 earnings: stock fell as memory costs hit margin forecast Quartz · 8d ago
      • Why Apple Stock Is Falling: ‘Unprecedented’ Memory Costs Hit Margins Wall Street Journal · 7d ago
      • Apple stock fell as rising memory costs sent its holiday margin forecast below expectations Quartz · 7d ago
   2. 3 outlets Apple Dodges Question on More Price Hikes as Memory Costs Climb

      first by MacRumors, 8d ago · also Tom's Hardware, CNET

      3 more headlines

      • Apple faces unprecedented memory cost increases as RAM prices continue to surge, manufacturing bill climbs by $33 billion … Tom's Hardware · 8d ago
      • Apple faces unprecedented memory cost increases as RAM prices continue to surge, manufacturing bill climbs by $33 billion — rising component expenses threaten margins through the holiday quarter and into 2027 Tom's Hardware · 7d ago
      • Apple CEO Ternus Says Memory Price Hikes and Shortages Will Continue Into 2027 CNET · 7d ago
3. backgroundNov 2

   Khan dodges analyst question on further price hikes — Asked whether Apple could raise prices again, COO Sabih Khan avoided a direct answer; CFO Kevan Parekh said prior price increases were made "reluctantly" while the company balances margins.

4. backgroundNov 2

   Ternus calls memory pricing "unprecedented" on earnings call — CEO John Ternus told investors memory costs rose in the September quarter and will be worse in December, with prices expected to keep climbing beyond that.