Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% to $8.4B, iPad up 8% to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B
Apple reported earnings and revenue for its fiscal second quarter that topped analysts' estimates, driven by growth in the company's services business.
CNBC Jennifer Elias
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Discussion
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@asymco
Horace Dediu
on x
Mac revenue growth was 6%. Slightly less than I expected.
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@munster_gene
Gene Munster
on x
Overall the Apple numbers looked great. ➡️The stock is down 0.5% which is noise. ➡️The guide is what counts. I expect revenue guide higher than the 9% that the Street is looking for in June. ➡️Revenue growth was 17%, Street looking for 15%. ➡️Mac and iPad better.
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@neilcybart
Neil Cybart
on x
Apple revenue growth by segment: - Americas: +12% - Europe (includes India): +15% - Greater China: +28% - Japan: +15% - Rest of Asia Pacific: +25% Results very clearly show China and emerging markets strength.
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@benbajarin
Ben Bajarin
on x
$AAPL this is a clean beat with broad strength. iPhone +22%, Services +16%, China +28%, gross margin 49.3%, and the $100B buyback. If management's call commentary does not walk down June-quarter expectations, this should read bullish.
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@munster_gene
Gene Munster
on x
Did the iPhone miss? Depends on what number you're looking at. They reported $56.99B, up 22% y/y vs 23%. Factset was at $56.66B Whisper was $57.5B My take: They made the iPhone number. $AAPL
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r/wallstreetbets
r
on reddit
Apple reports earnings and revenue beat, boosted by services business
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@vadimyuryev
Vadim Yuryev
on x
Apple's choice to NOT raise Mac prices to match the rise in memory prices was the right choice.
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@neilcybart
Neil Cybart
on x
Apple's results comfortably beat consensus for both revenue and EPS. Apple revenue came in roughly 1.5% below my estimate as iPhone and Mac supply issues dinged 2Q26 revenue more than I expected.
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@htsfhickey
Fred Hickey
on x
Apple misses iPhone revenue estimates (iPhone revenue: $56.99 billion vs $57.21 billion expected) - not good in a quarter where there was lots of channel filling ahead of likely price hikes. Research house Omdia (today) noted: “Vendor-led front-loading - as Samsung, Apple, and
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@munster_gene
Gene Munster
on x
For the $AAPL call. Revenue guide for June: I expect 10-12% ($104B-$106B) This has been a super cycle. Whats the encore in CY27? Margins: How will the component environment impact margins in the back half? Last quarter, Cook said changes are likely and it's too early to