| AAPL |
Report |
Total revenue |
IN-LINE |
pred ~$109.0B vs. cons $108.2B |
MEDIUM |
| AAPL |
Report |
iPhone revenue |
IN-LINE |
pred ~$53.5B vs. cons $53.1B |
MEDIUM |
| AAPL |
Report |
Gross margin |
IN-LINE |
pred ~48.2% vs. cons 48.0% |
MEDIUM |
| AAPL |
Guide |
Revenue (FY4Q26) |
LOWER |
guide ~$112.0B vs. cons $114.6B |
LOW |
| AAPL |
Guide |
Services revenue (FY4Q26) |
LOWER |
guide ~$32.2B vs. cons $32.6B |
LOW |
| AAPL |
Guide |
Gross margin (FY4Q26) |
UNCHANGED |
guide ~47.0% vs. cons 47.3% |
LOW |
| AAPL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| AAPL |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — lower September estimate resets |
LOW |