#applereportsmixedresults $AAPL Q4 Earnings: Beat on Revenue, Miss on OutlookApple delivered strong Q4 results but the market is focused on what's next.đ Q4 Results [Beat]:
Revenue: $114.48B vs $113.39B est. (+12% YoY)
EPS: $2.10 vs $1.99 est.
iPhone Sales: $57.58B vs $56.54B est.
Gross Margin: 47.9% vs 47.5% est.â ď¸ Holiday Outlook [The Reason for -3% Drop]:
Apple forecasts Q1 margin to drop to 45-46% due to:Surging Memory Chip Costs - AI data centers are driving HBM prices up. Apple says costs will keep rising into 2026. They increased supply commitments by $33B.AI Cloud Costs - New Siri runs partially on Google Cloud. Apple plans to raise iCloud+ prices to offset.Services growth also guided lower: 8-9% vs 10.7% expected.This is the first earnings under new CEO John Ternus. He raised iPhone 17 prices by $100 to offset costs, but margins will still be squeezed.Big tech is not immune to the AI memory supercycle. If Apple is struggling with costs, what about smaller players?Source: LSEG / Business Standard / Apple Investor CallNot financial advice. Do your own research.#Apple
#AAPL #Earnings #StockMarket
Revenue: $114.48B vs $113.39B est. (+12% YoY)
EPS: $2.10 vs $1.99 est.
iPhone Sales: $57.58B vs $56.54B est.
Gross Margin: 47.9% vs 47.5% est.â ď¸ Holiday Outlook [The Reason for -3% Drop]:
Apple forecasts Q1 margin to drop to 45-46% due to:Surging Memory Chip Costs - AI data centers are driving HBM prices up. Apple says costs will keep rising into 2026. They increased supply commitments by $33B.AI Cloud Costs - New Siri runs partially on Google Cloud. Apple plans to raise iCloud+ prices to offset.Services growth also guided lower: 8-9% vs 10.7% expected.This is the first earnings under new CEO John Ternus. He raised iPhone 17 prices by $100 to offset costs, but margins will still be squeezed.Big tech is not immune to the AI memory supercycle. If Apple is struggling with costs, what about smaller players?Source: LSEG / Business Standard / Apple Investor CallNot financial advice. Do your own research.#Apple
#AAPL #Earnings #StockMarket