What people are saying on X · Apple ·
Apple CEO John Ternus warns memory‑chip costs will keep rising through 2027, threatening margins
13,345 posts · 9,752 accounts · +38% vs the day before
- CEO John Ternus said the surge in memory‑chip prices is "unprecedented" and will not ease in 2027, adding it will pressure Apple’s gross margin for the holiday quarter[3][9][28]
- Apple reported a record September‑quarter revenue of $114.48 billion, beating expectations on iPhone and Services, but the stock fell after hours despite the beat[20][10]
- India became Apple’s biggest revenue market, with the company posting its highest‑ever revenue there and a record number of iPhone upgraders[8][19]
Posts cited
[3] Sammy Fans · @thesammyfans ·
Apple CEO warns ‘unprecedented’ memory hike surge won’t ease in 2027 Rising memory prices are putting pressure on Apple business margin, with CEO John Ternus warning that the cost increases are unprecedented and could continue beyond December.
Open on X[8] TIMES NOW · @timesnow ·
India is becoming an increasingly important market for Apple. The company has reported its highest-ever revenue in India, while iPhone upgraders hit a record high. What's driving Apple's growth in India?
Open on X[9] Semiconductor Insider · @semiconductorsx ·
Apple’s CEO says the memory price surge is unprecedented and will not ease in 2027. The warning came with a strong quarter and a weaker margin outlook. $AAPL $DRAM
Open on X[10] J DogFish | 鸡狗鱼 · @jdogfish8 ·
Apple reports after the close. The Street expects ~$113.4B in revenue (+11% YoY), with iPhone ~$56.5B and Services ~$31.6B. The stock is +27.1% YTD vs the S&P's +11.7%. At that level, a beat is the price of admission. What I'll actually read: Services' share of revenue, and the gross margin guide as memory chip costs rise.
Open on X[19] Business Times 🇮🇳 · @businesstimesin ·
Apple Reports Record September Quarter Revenue in India, CEO Says
Open on X[20] Steve Levine · @openclassaction ·
$114.48 billion in one quarter. apple just posted a record september quarter, beat on earnings, beat on iphone. stock still fell after hours. then the reason showed up.
Open on X[28] Reuters · @reuters ·
Apple warned that the cost of memory chips would continue to rise, pressuring gross margin for the crucial holiday quarter, but said it had taken steps to lock in supplies
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Written by an AI model from public posts; it can be wrong. Check the sources.