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High iPhone demand won't be met by supply during September quarter‎

As it has been almost all of 2026, Apple's September-quarter growth is expected to be slowed by a lack of supply-side availability that won't be able to meet "incredibly strong demand" for iPhone, iPad, and Mac products.Supply chain constraints will impact revenue in spite of high demandIf you're going to have a problem in this world, it isn't so bad to have an Apple problem. In spite of its $109 billion record breaking June quarter, analysts are already sweating about the September quarter.Apple didn't warn of some catastrophic fall in demand or lack of RAM that might impact revenue streams. No, instead Apple CEO Tim Cook shared that demand was so incredibly high that the supply chain wouldn't be able to keep up. Continue Reading on AppleInsider | Discuss on our Forums

02:20
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AppleInsider

Tim Cook says goodbye to analysts & shareholders on his final Apple earnings call‎

Outgoing Apple CEO Tim Cook has presented his final earnings call, the quarterly financial phone meeting the company has with analysts, and just as at WWDC, he made a relatively quiet farewell.Apple CEO Tim Cook had already presented his final WWDC, now it's his time for him to bow out of the quarterly earnings calls - image credit: AppleIn a change to the usual format of these earnings calls, Cook took a moment to talk both about himself and how the handover to John Ternus is going.Before we get into questions, I just wanted to take a moment to say thank you to all of from our shareholders, particularly our long-term shareholders, who have put their trust in us for so many years, to the analysts who have followed our company so closely. As you know, this will be my final earnings call, and John will lead these calls going forward. The transition is going seamlessly, and I am beyond excited. for John to step into his new role and lead Apple into its next era. He is truly one-of-a-kind and there is no better person to take the helm of the company. As I've said, I couldn't be more confident in his leadership, in our executive team, and in the extraordinary people at Apple who are determined to lives of our users all over the world. We have a bright future ahead, and I truly have never been more optimistic. So thank you all. Continue Reading on AppleInsider | Discuss on our Forums

00:45
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AppleInsider

Apple hits 1.5 billion subscription milestone, still falls short of Wall Street wants‎

Apple has reached 1.5 billion paid subscriptions across its platform, adding another milestone to an Apple Services business that generated record June-quarter revenue of more than $30 billion.Apple appsCEO Tim Cook disclosed the milestone during Apple's fiscal third-quarter earnings report. Apple didn't provide a breakdown showing how many subscriptions belong to its own services or third-party apps sold through the App Store.The figure represents paid subscriptions rather than 1.5 billion individual customers. A single customer can hold multiple subscriptions, and multiple devices in use, across services such as iCloud, Apple Music, Apple TV, and third-party apps.Apple's Services division generated $30.74 billion during the June quarter, up 12% from a year earlier and setting a new June-quarter record. Revenue increased across advertising, the App Store, AppleCare, music, video, iCloud, and payment services. Continue Reading on AppleInsider | Discuss on our Forums

00:34
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AppleInsider

Tariff refunds bolster Apple's record-breaking June quarter‎

Apple's gross margins and earnings per share were boosted by the tariff refunds the company received so far. Another $1 billion in tariff refunds are still unaccounted for.Tariff refunds helped boost Apple's June quarterEven as new potentially illegal tariffs affect Apple's supply chain, the company has received refunds for some of the damages done by the previous illegal ones. Apple's record-breaking quarter didn't need the help of the tariff refunds, but it does add some extra flair to the already outstanding results.Apple shared that its gross margin was 50.1% with a favorable impact of 2% provided by tariff refunds. Those refunds also mean diluted earnings per share gained $0.11, making the total $2.02 per share. Continue Reading on AppleInsider | Discuss on our Forums

00:08
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AppleInsider

A $0.27 dividend follows Apple's strongest June quarter yet‎

Apple will pay shareholders a quarterly cash dividend of $0.27 per share on August 13, maintaining the rate it introduced earlier in 2026 after reporting its strongest June quarter on record.Apple ParkThe dividend will go to shareholders of record at the close of business on August 10. Apple's board approved the payment alongside the company's fiscal third-quarter earnings results.The board raised Apple's dividend by 4% from $0.26 to $0.27 per share in April. The latest declaration keeps that higher rate in place rather than giving shareholders another increase.The math is easy — an investor holding 100 Apple shares will receive $27, while 1,000 shares will produce a $270 payment before any applicable taxes. Continue Reading on AppleInsider | Discuss on our Forums

00:08
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AppleInsider

Ternus's MacBook Neo pushes Mac sales to unexpected Q3 heights‎

Apple's Mac sales rose by more than 25% in the last quarter, compared to the same time period in 2025, solely on the back of the MacBook Neo that incoming CEO John Ternus championed.MacBook Neo: The Mac laptop for most peopleShortly before John Ternus was announced as Apple's next CEO, it was noticeable that he was the one championing the MacBook Neo instead of Tim Cook. As well as part of handing over the reigns, though, this was because the MacBook Neo project was driven by Ternus.Now according to figures from Apple's latest earnings call, the company's Mac revenues climbed by 28.66% over the last quarter. This is mostly due to the only new product available just prior to the quarter, the MacBook Neo. Continue Reading on AppleInsider | Discuss on our Forums

00:08
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AppleInsider

Apple blows away Wall Street guess-work again with record-breaking earnings‎

Apple has reported its third-quarter financials for 2026, posting revenue of $109.4 billion, in what is the last full quarter under the control of current CEO Tim Cook.Current Apple CEO Tim Cook [left], CFO Kevan Parekh [right]The third quarter of Apple's financial calendar is usually the quietest of the year. For 2026, it's still something for Apple's investors to shout about.During the quarter, Apple hit revenue of $109.4 billion, which is up 16 percent year-over-year. Continue Reading on AppleInsider | Discuss on our Forums

00:08
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AppleInsider

Amazon launches $399 Samsung 32" M80F monitor deal, now $300 off‎

Save $300 on Samsung's 32-inch M80F smart monitor at Amazon today, matching the all-time low price of $399.99.Amazon's limited-time monitor deal drives M80F down to $399.99 - Image credit: SamsungYou can pick up the Samsung M80F Smart Monitor for $399.99 at Amazon thanks to a $300 month-end discount.Buy 32" Samsung M80F for $399.99 Continue Reading on AppleInsider | Discuss on our Forums

19:34
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