Apple reported fiscal Q4 2026 revenue of $114.5 billion, up 12% year over year, with net profit of $30.71 billion, setting September-quarter records despite supply constraints on iPhone, Mac and iPad and rising memory costs. CFO Kevan Parekh told investors the company expects December-quarter revenue to grow 7-10% year over year, which would make it the highest-revenue quarter in Apple's history, with gross margin projected between 45% and 46%.
9to5mac.com
· 2026-11-02
In a Reuters interview following Apple's record fourth-quarter earnings, which excluded Duo sales since the foldable launched in October, COO John Ternus said the iPhone Duo remains supply-constrained and that Apple cannot predict when supply will meet demand. He also confirmed that a small percentage of units have been returned over cracked displays, with Apple replacing them.
9to5mac.com
· 2026-11-02
Apple COO John Ternus told Reuters the company cannot predict when iPhone Duo supply and demand will balance, with some orders delayed until 2027. Ternus also said only a small percentage of Duo units have been returned over screen-cracking complaints, which Apple is replacing. The $1,999 foldable launched last month with limited in-store availability after preorders quickly sold out.
theverge.com
· 2026-11-02
Apple announced it will release its fiscal fourth-quarter 2026 results, with a conference call following at 2 p.m. PT featuring new CEO John Ternus alongside CFO Kevan Parekh. Last year's Q4 saw $102.47 billion in revenue and $27.47 billion in profit, and Apple has guided for 9-11% year-over-year revenue growth this quarter despite currency headwinds and supply constraints.
9to5mac.com
· 2026-10-06
Arm Holdings CEO Rene Haas told CNBC's Jim Cramer that his confidence in reaching $2 billion in revenue for the company's new AGI CPU has increased since the July earnings call. Arm first flagged $2 billion in demand visibility in May, double its earlier $1 billion estimate, but had held off raising guidance while working to secure sufficient manufacturing capacity.
cnbc.com
· 2026-09-16
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