Post-Apple Earnings Live Q&A with Horace Dediu / Friday July 31, 12pm ET / 9am PT—Office Hours

Friday, July 31 · 12:00pm ET / 9:00am PT

Asymco Office Hours Live Q&A with Horace Dediu takes place today at 12pm ET / 9am PT, the day after Apple’s fiscal Q3 2026 earnings call, Tim Cook’s last as CEO. Horace will review the results and their implications, and we will take Q&A from our live audience.

Topics:

• Results vs. expectations: how consensus and Asymco estimates fared against the actuals
• Segment performance: iPhone, Mac, iPad, Services, and Wearables growth
• Record gross margins and the memory-price question
• September quarter guidance, and why to beware December quarter guidance
• Capital return: buyback pace, share count, and the net cash position
• Tim Cook’s final earnings call and the Ternus transition
• $5 trillion market cap, valuation, and the latest price targets
• China and PC market share dynamics
• ..and your questions, answered live.

You may:

• Participate live if you are an Asymco One member,
• Watch live on asymco.com/live.

For the latest info, always visit asymco.com/live.

Meeting information (Asymco One subscribers)

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