Updated
Updated · Bloomberg · Jul 30
Apple Forecasts 9%-11% Q4 Revenue Growth as Supply Constraints Undercut iPhone Debut Quarter
Updated
Updated · Bloomberg · Jul 30

Apple Forecasts 9%-11% Q4 Revenue Growth as Supply Constraints Undercut iPhone Debut Quarter

3 articles · Updated · Bloomberg · Jul 30

Summary

  • Apple said fiscal fourth-quarter revenue will rise 9% to 11%, missing analyst expectations for more than 12% growth and sending the stock lower in late trading.
  • Component shortages drove the weaker outlook, with Apple signaling industrywide supply constraints are biting harder than previously anticipated.
  • The shortfall is notable because the September quarter is expected to include the launch of the next iPhone lineup, typically a key sales catalyst.
  • China sales and the services business also disappointed in the earnings report, adding to concern that growth is softening beyond supply issues.

Insights

Could severe chip shortages force Apple to delay its highly anticipated foldable iPhone and iPhone 18 lineup this September?
Is Apple's grim supply chain warning a genuine crisis or a brilliant tactic to lower Wall Street expectations before a massive launch?
Will soaring component costs destroy Apple's profit margins, or can its booming services division save the upcoming fiscal quarter?