Apple's Record Quarter, Ternus's Debut, and iPhone Duo's Rough Start
About this episode
Apple posts $114.5B record September quarter with iPhone and Mac surging, John Ternus guides Q1 2027 to biggest revenue quarter ever but warns of margin-crushing memory costs, iPhone Duo faces supply crunch and Crackgate display failures at launch
Chapters
Sources & Citations
Apple Reports Fourth Quarter Results (Official Press Release)
www.apple.com
Apple Reports 4Q 2026 Results: $30.7B Profit on $114.5B Revenue — MacRumors
www.macrumors.com
Apple Q4 2026 Earnings Live Updates: Ternus' First Call — CNBC
www.cnbc.com
Apple Beats Q4 Earnings with Record iPhone and Mac Sales — Fox Business
www.foxbusiness.com
Apple forecasts its biggest revenue quarter ever despite supply constraints
9to5mac.com
Apple Posts Record $114.5B September Quarter, But Warns 'Unprecedented' Memory Prices Will Crush Holiday Gross Margin to 45-46%
finance.biggo.com
Apple (AAPL) Q4 2026 Earnings Call Transcript
www.fool.com
Apple Dodges Question on More Price Hikes as Memory Costs Climb
www.macrumors.com
John Ternus addresses iPhone Duo supply constraints, display issue | 9to5Mac
9to5mac.com
Apple CEO Ternus Says iPhone Duo Shortages Have No End Date in Sight | MacRumors
www.macrumors.com
iFixit iPhone Duo Teardown Points to Possible Cause of Screen Cracks | MacRumors
www.macrumors.com
Apple responds to user reports of broken iPhone Duo screens | CNBC
www.cnbc.com
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