{"id":362831,"date":"2026-08-02T02:22:23","date_gmt":"2026-08-02T02:22:23","guid":{"rendered":"https:\/\/peraltafinancing.com\/apple-2\/michael-tsai-blog-apples-q3-2026-results\/"},"modified":"2026-08-02T02:22:23","modified_gmt":"2026-08-02T02:22:23","slug":"michael-tsai-blog-apples-q3-2026-results","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=362831","title":{"rendered":"Michael Tsai – Blog – Apple\u2019s Q3 2026 Results"},"content":{"rendered":"


\n<\/p>\n

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Apple<\/a> (transcript<\/a>, Hacker News<\/a>):<\/p>\n

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The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year.<\/p>\n

[\u2026]<\/p>\n

\u201cToday, Apple is proud to report our strongest June quarter ever, with double-digit revenue growth across iPhone, Mac and Services, and in every geographic segment,\u201d said Tim Cook, Apple\u2019s CEO.<\/p>\n<\/blockquote>\n

Jason Snell<\/a>:<\/p>\n

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iPhone revenue was up 22%, Mac revenue was up 10.4%, Services revenue was up 12%, and Wearables revenue was up 6%. iPad revenue was down 6%.<\/p>\n<\/blockquote>\n

John Voorhees<\/a>:<\/p>\n

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Together, iPhone and Services accounted for 77.7% of Apple\u2019s $109.4B in net sales.<\/p>\n<\/blockquote>\n

Jordan Golson<\/a>:<\/p>\n

\n

Gross margin for the quarter was 50.1 percent, compared to 46.5 percent in the year-ago quarter.<\/p>\n<\/blockquote>\n

Jason Snell<\/a>:<\/p>\n

\n

You can\u2019t argue with the strong iPhone and Mac sales figures, and Apple specifically called out the MacBook Pro and the MacBook Neo, which Cook said \u201chas been especially popular\u201d and suggested that the company is still struggling to make them fast enough.<\/p>\n

It\u2019s admirable (and sensible) that Cook isn\u2019t pointing fingers at anyone but customers who want Apple products, but the key phrase in his statement is \u201cthe supply chain just has less flexibility in it than normal.\u201d This is an acknowledgement that while in the past, Apple might have been able to boost chip production from its partners, today the chip industry is maxed out thanks to the wild building of chips for AI applications.<\/p>\n

[\u2026]<\/p>\n

As an aside, Cook also alluded to reports that Apple has tried to get the U.S. government to authorize purchase of RAM from some forbidden Chinese chipmakers, which has aroused political ire<\/a>.<\/p>\n<\/blockquote>\n

See also: MacRumors<\/a>.<\/p>\n

Previously:<\/p>\n

Apple<\/a> Apple Quarterly Results<\/a> Apple Services<\/a> Business<\/a> China<\/a> iPad<\/a> iPhone<\/a> John Ternus<\/a> Mac<\/a> MacBook Neo<\/a> RAM<\/a> Tim Cook<\/a><\/p>\n

<\/a>
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Apple (transcript, Hacker News): The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year. [\u2026] \u201cToday, Apple is proud to report our strongest June quarter ever, with double-digit revenue growth across iPhone, Mac and Services, and in every geographic segment,\u201d said Tim Cook, Apple\u2019s CEO. Jason Snell: iPhone revenue was up […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11768],"tags":[14520,3767,1823,4955,17088],"dealstore":[],"offerexpiration":[],"class_list":["post-362831","post","type-post","status-publish","format-standard","hentry","category-apple-2","tag-apples","tag-blog","tag-michael","tag-results","tag-tsai"],"yoast_head":"\nMichael Tsai - Blog - Apple\u2019s Q3 2026 Results - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=362831\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Michael Tsai - Blog - Apple\u2019s Q3 2026 Results - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Apple (transcript, Hacker News): The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year. 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