Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% YoY to $8.4B, iPad up 8% YoY to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B

Apple issued a better-than-expected revenue forecast for the current period after beating on sales and earnings in the fiscal second quarter.

CNBC 2026-05-01 Jennifer Elias

@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.
@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
@vadimyuryev Vadim Yuryev on x
Apple's choice to NOT raise Mac prices to match the rise in memory prices was the right choice.
@asymco Horace Dediu on x
Mac revenue growth was 6%. Slightly less than I expected.
@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
r/apple r on reddit
Apple reports earnings and revenue beat, boosted by services business
r/wallstreetbets r on reddit
Apple reports earnings and revenue beat, boosted by services business

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