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Tim Cook's last earnings call: Strong iPhone sales, but memory costs loom large

The iPhone and Mac sold well, but memory costs threaten further price increases.

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arstechnica.comStai leggendo1 mese fa

Tim Cook's last earnings call: Strong iPhone sales, but memory costs loom large

iPhone sales grew 22% to $54.25B in Q3, but rising memory costs and supply strain threaten pricing power. Memory price inflation through 2026 will likely trigger iPhone increases, impacting enterprise refresh cycles and IT procurement budgets.

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Timeline cronologica

mercoledì 29 luglio 2026·cnbc.com
Tim Cook’s last earnings call comes at momentous time for Apple with stock at record
Apple just hit a $5 trillion market cap for the first time, but CEO Tim Cook still has plenty of concerns to address on his final earnings call at the helm.
giovedì 30 luglio 2026·variety.com
Apple Sales Rise 16% in June Quarter to Record $109 Billion, Services Revenue Falls Short of Forecasts
Apple turned in another solid earnings report for the June 2026 quarter, which marks the last earnings period for outgoing CEO Tim Cook.

Tim Cook's last earnings call: Strong iPhone sales, but memory costs loom large

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Tim Cook's last earnings call: Strong iPhone sales, but memory costs loom large

Timeline cronologica

Tim Cook’s last earnings call comes at momentous time for Apple with stock at record

Apple Sales Rise 16% in June Quarter to Record $109 Billion, Services Revenue Falls Short of Forecasts

Tim Cook's last quarter as Apple CEO: record iPhone sales, stock still falls | Fortune

'We reluctantly raised prices': Tim Cook weighs in on hikes as Apple reports $109 billion in revenue

Apple Stock Slides as Tim Cook Warns of Rising Memory Costs - Apple (NASDAQ:AAPL)

Apple Posts Record June Quarter, Warns Supply Constraints Are Coming

Apple CEO Tim Cook says the company is fighting 'a hundred-year flood' on memory pricing — expects to pay…

Apple’s iPhone and Mac sales keep growing despite RAM shortages

Strong iPhone sales propel Apple's fiscal Q3 results past Wall Street's expectations

Strong iPhone sales propel Apple’s fiscal Q3 results past Wall Street’s expectations

Apple revenue, profits beat expectations on iPhone, Mac sales

Apple reports record June quarter revenue led by China sales growth

Tim Cook passes the baton in Apple's Q3 2026 earnings call

Tim Cook's last earnings call: Strong iPhone sales, but memory costs loom large

'We reluctantly raised prices': Tim Cook weighs in on hikes as Apple reports $109 billion in revenue

Apple tops estimates in CEO Cook's final quarter, but shares fall

Tim Cook says more memory suppliers may not necessarily mean lower product prices - 9to5Mac

Apple stockpiles inventory as it braces for 'significant supply constraints' | TechCrunch

Tim Cook signs off on final Apple earnings call with warning of ‘100-year flood’ in memory chip pricing | Fortune

Tim Cook signs off on final Apple earnings call with warning of ‘hundred year flood’ in memory chip pricing | Fortune

Apple Posts Record June Quarter, Warns Supply Constraints Are Coming

Apple posts strongest June quarter ever, driven by iPhone and Mac growth

Tim Cook signs off with Apple’s best ever June quarter, as India drives momentum

Apple shares fall despite record revenue as outlook disappoints

Apple Stock Slides as Tim Cook Warns of Rising Memory Costs - Apple (NASDAQ:AAPL)