Business 56 sources · over 7 days 154 articles

Apple Posts Record Quarterly Revenue as Memory Costs Squeeze Outlook

CEO John Ternus faces rising memory costs after Apple's record quarter, while reported cuts to employee AI budgets show a tighter approach to spending.

Read the full story → · Latest coverage 5 Nov 2026, 8:47 pm UTC

Chapters · 2

  1. 1Apple CEO John Ternus Sets AI Priorities as Earnings Beat Forecasts
  2. 2Apple Posts Record Quarterly Revenue as Memory Costs Squeeze Outlook

Key moments · 13

New product wave frames Ternus's focus as CEO

9to5Mac Apple ↗

Ternus explains why Apple rejects AI for its sake

The Next Web ↗

Rising memory costs frame Ternus's first earnings test

The Hindu - Technology ↗

Apple reports $30.7 billion profit on $114.5 billion revenue

MacRumors: Mac News and Rumors - All Stories ↗

Services revenue reaches record above $31 billion

The Wrap TV ↗

Apple says iPhone Duo shortages have no end date

MacRumors: Mac News and Rumors - All Stories ↗

Apple warns memory costs will pressure holiday-quarter margins

Indian Express ↗

Ternus says iPhone Duo supply remains constrained

PhoneArena - Articles ↗

Apple shares fall after weak margin forecast

CNBC ↗

Apple warns memory shortages and price hikes will persist

CNET News Tech ↗

Apple forecasts record revenue as memory costs pressure profits

GSMArena.com - Latest articles ↗

Apple employee AI budget cuts emerge in reporting

Bloomberg Technology ↗

Reports detail potential deeper AI limits outside engineering

TechCrunch ↗

Coverage by day

newest first

18 articles

  1. Report: Apple captured half of global smartphone revenue in Q3
    9to5Mac Apple
  2. Apple Just Posted $114.5 Billion in Revenue. Now It’s Cutting Some Engineers’ Daily Spending Limits
    Inc.com Startups
  3. Apple set to slash employee AI token spending as new CEO John Ternus looks to cut costs
    TechRadar
  4. Apple recorta el presupuesto de IA a sus empleados ¿Qué está pasando?
    Isena Code
  5. Apple quiere que sus empleados usen menos IA: reduce el presupuesto para herramientas como ChatGPT
    Ipadizate

12 articles

  1. Apple cuts engineers’ daily AI budgets as it reins in spending - The Next Web
    The Next Web
  2. Apple cuts engineers’ daily AI budgets as it reins in spending
    The Next Web
  3. Apple cuts employee AI budgets in cost-control push, Bloomberg News reports
    World News CNA
  4. Report: Apple reduces employees’ AI token allowances as Ternus moves to cut costs
    9to5Mac Apple
  5. Apple is Putting Employees on an AI Budget
    MacRumors: Mac News and Rumors - All Stories

56 articles

  1. Apple faces unprecedented memory cost increases as RAM prices continue to surge, manufacturing bill climbs by $33 billion — rising component expenses threaten margins through the holiday quarter and into 2027
    r/technology
  2. Apple's Upbeat Outlook Overshadowed by Margin Squeeze
    Bloomberg Technology
  3. Apple CEO Ternus Says Memory Price Hikes and Shortages Will Continue Into 2027
    CNET News Tech
  4. Apple’s Q4 results show the enterprise tide turning to local AI
    Computerworld
  5. Apple just had its best year ever. So why is its stock falling?
    Fast Company

49 articles

  1. Apple’s stock drops as new CEO John Ternus delivers his first earnings call
    SiliconANGLE
  2. Apple forecasts its biggest revenue quarter ever despite supply constraints
    9to5Mac Apple
  3. Apple says it’s ‘hard to predict’ when iPhone Duo constraints will improve
    TechCrunch
  4. Apple’s inventory surges 154% as memory chip costs climb - TechCrunch
    TechCrunch
  5. Apple is ‘not able to predict’ when it’ll have enough iPhone Duos to go around
    The Verge - All Posts Tech

4 articles

  1. iPhone Duo Growth Catalyst: 6-10M Units, $12-20B [2026] - shattered.io
    shattered.io
  2. “Lo que importa es: ¿construimos algo que les encante?”: John Ternus, CEO de Apple, sobre lanzar productos con IA
    Infobae
  3. ‘I really like where we’re at’: Apple CEO John Ternus explains company’s AI strategy and Siri... - Moneycontrol.com
    Moneycontrol.com
  4. Apple doesn't want to join the AI race blindly, CEO John Ternus explains why - India Today
    India Today