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1. Apple's stock price plummeted by more than 6% after the market. Investors are concerned about two major issues: weakening demand in the Greater China market and service business revenue falling significantly short of expectations. Apple attributed the pressure on performance to exchange rate headwinds and the impact of regulatory adjustments on the app store business model. 2. CEO designate John Turnus was asked about the competitive situation in the industry, but he basically avoided a positive response, only indicating that the company is promoting the development of various new products. 3. Outgoing CEO Tim Cook said that Apple is evaluating various solutions to ease the tight memory supply problem, but it is predicted that related costs will continue to rise. The company expects revenue growth of 9% to 11% for the fourth fiscal quarter, which is lower than the market's consensus forecast of 12%. 4. Cook delivered the closing speech of the CEO and thanked investors and analysts. Some analysts mentioned that when Cook first took over as CEO, Apple's annual revenue scale was only equal to Apple's revenue for the next quarter. 5. Macs, iPads, and iPhones are currently facing serious supply bottlenecks, and the shortage will continue. Cook has always been hailed as a master of supply chain management, and the overall performance of this final earnings conference call fell short of expectations.

Zhitongcaijing·07/30/2026 22:41:18
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1. Apple's stock price plummeted by more than 6% after the market. Investors are concerned about two major issues: weakening demand in the Greater China market and service business revenue falling significantly short of expectations. Apple attributed the pressure on performance to exchange rate headwinds and the impact of regulatory adjustments on the app store business model. 2. CEO designate John Turnus was asked about the competitive situation in the industry, but he basically avoided a positive response, only indicating that the company is promoting the development of various new products. 3. Outgoing CEO Tim Cook said that Apple is evaluating various solutions to ease the tight memory supply problem, but it is predicted that related costs will continue to rise. The company expects revenue growth of 9% to 11% for the fourth fiscal quarter, which is lower than the market's consensus forecast of 12%. 4. Cook delivered the closing speech of the CEO and thanked investors and analysts. Some analysts mentioned that when Cook first took over as CEO, Apple's annual revenue scale was only equal to Apple's revenue for the next quarter. 5. Macs, iPads, and iPhones are currently facing serious supply bottlenecks, and the shortage will continue. Cook has always been hailed as a master of supply chain management, and the overall performance of this final earnings conference call fell short of expectations.