Apple FQ2 2026 Earnings Review

Join us live for a comprehensive review of Apple’s FQ2 2026 Earnings Report by Horace Dediu during our May 2026 Asymco Office Hours.

What we’ll cover:

• The Q2 print: did Apple beat its own guidance? JPM thinks yes; Goldman forecasts $2.00 EPS.
• “Net cash neutral” & implications.
• The composition of 2.5B active devices. What changes when half the base is non-iPhone.
• The Ternus succession and what it means for the next decade.
• Whatever questions you bring.

📅 Friday, May 1, 2026 · 12:00pm ET / 9:00am PT

Asymco One subscribers can participate live:

Have a question? Drop it in the comments below — we’ll prioritize subscriber questions submitted in advance, or email events@asymco.com.

Not an Asymco One subscriber: Subscribe today & attend live.

Still not sure? Watch a livecast on asymco.com/live .

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The series so far:

• Mar 4, 2026 with Ben Bajarin: implications of Apple’s March 4 rollout.
• Apr 8, 2026: with Gene Munster: China concentration, AI narrative shift, hardware → services → Personal AI.
• May 1, 2026: fiscal Q2 results & succession.

Office Hours is a benefit of Asymco One. Recordings and transcripts are archived for Asymco One subscribers only.