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June Quarter Expectations
22% EPS growth is implied. We expect our June quarter total company revenue to grow by 14%-17% year-over-year, which comprehends our best view of constrained supply. On iPad, keep in mind, we face a difficult compare…
Category
Research
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Will Apple Silicon Tackle Memory?
Asked by Ian Hobson Q: Will Apple evolve to make their own memory chips, or manufacture compute chips instead of just designing them? Will they go much more vertical? It’s a possibility — capability is not willingness to…
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The great memory panic of 2026
Office Hours question asked by by Ian H. on May 1, 2026 Q: Memory prices could move from 15% to 40% of the BOM of a device. This seems incredible. So how can Apple deal with this? This has been on people’s minds now for…
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Integration, culture and market creation
The Asahi Shimbun Interview Part 1 Horace Dediu / Takeshi Narabe & Dylan Weir / Asahi Shimbun Interview, April 2026 Takeshi Narabe On the secret of Apple’s success, you have previously noted that the key to Apple’s…
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Is Apple an Enterprise Gatekeeper?
Asked by David Emery Q: What’s the potential legal regulatory risk to the Apple enterprise combining both products and services? You can make a case that services growth over top of the monopoly in hardware is an illegal…
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Margins or revenue: which matters more?
Asked by Dave Emery Q: If you had to choose only between expanding gross margins or gross revenue, which one would you choose? Always top line, always. There’s the only thing that matters. The ultimate measure is the…
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Will Apple avoid giving their cash flow to Nvidia?
Asked by Jay Goldberg Q: Do you think Apple will start investing heavily in AI data centers? There’s rumors and actually statements from Apple saying that they’re working on a server chip. Google has a server chip.…
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Why is Apple’s R&D run rate suddenly $40 billion/yr.?
Office Hours question asked by Frederich H. on May 1, 2026. Q: Any thoughts on the breakdown of R&D, with that big jump? It’s hard to tell. I do think they’re buying — that does include some hardware. A lot of hardware.…
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Why won’t Apple become a cloud company?
An Office Hours question asked by Fred S., May 1, 2026 Q: Ever since Johny Srouji started talking about Apple Silicon and the power consumption for the performance and the unified memory, and now we’ve seen the Mac mini…
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Big shoes to fill: will the haters spare John Ternus?
An Office Hours question by J.P. answered on May 3, 2026. Q: With the ascension of John Ternus becoming the new CEO — will it lower the criticism from the perennial Apple haters and critics? No, no, of course not. Of…
