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Tim Cook says that the Mac Studio and the Mac mini, which many are buying for AI and agentic tools, “may take several months to reach supply demand balance”

During today's earnings call for the second fiscal quarter of 2026, Apple CEO Tim Cook said that the Mac mini and Mac Studio could be hard to get for months to come.

MacRumors Juli Clover

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Discussion

  • @mweinbach Max Weinbach on x
    So what I'm hearing from Tim Cook here is the Mac Studio and Mac Mini will take several months for a supply demand balance Demand is from AI and agentic AI, that's insane and definitely unexpected for them
  • @munster_gene Gene Munster on x
    More on the constraints. Cook says the availability of advanced modes in System on Chips (SoCs), not memory. The majority is on the Mac mini, Mac Studio and Mac Neo. Those products collectively account for about 3% of revenue. The bottom line is if not for the supply on the
  • @tgod34748 @tgod34748 on x
    Yep, Mac mini and Mac Studio are seeing the worst of it. May take “several months” to reach supply balance. Also, Tim accidentally called the MacBook Neo the “Mac Neo” 😂
  • @stocksavvyshay Shay Boloor on x
    $AAPL Q3 GUIDANCE • Revenue: 16% vs. Est. 9% • Gross Margin: 48% vs. Est. 48% Guidance “comprehends our best view of constrained supply” on iPhone [image]
  • @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.
  • @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.
  • @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.
  • @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
  • @parkerortolani Parker Ortolani on x
    I do wonder if this unusually high iPhone 17 demand will hamper foldable sales this fall. Major redesigns YoY like this can be a double edged sword. How many people bought 17 Pros planning to keep them for years who otherwise would've bought the foldable?
  • @lexnfx Alexei Oreskovic on x
    Memory crunch update from Apple: For the June quarter, we expect significantly higher memory costs. Beyond June quarter we believe memory costs will drive an increasing impact on costs to our business
  • @munster_gene Gene Munster on x
    Cook says the iPhone would have been stronger if not for supply constraints. I'm surprised the stock did not move higher. $AAPL
  • @vadimyuryev Vadim Yuryev on x
    Apple's choice to NOT raise Mac prices to match the rise in memory prices was the right choice.
  • @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
  • @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/TechHardware r on reddit
    Good Luck Getting a Mac Mini for the Next ‘Several Months’