- Apple under new CEO John Ternus launched its first foldable smartphone, the iPhone Duo, powered by the A20 Pro chip and starting at $1,999.
- Apple reported record June-quarter revenue of $109.4B, with Greater China sales of $18.82B and double-digit growth in iPhone, Mac, and Services.
- Apple introduced the M6 Mac mini with up to 4x faster AI, updated Mac Studio, and iPhone 18 Pro/Pro Max, and is exploring AI-focused inference servers for enterprise workloads.
- Apple Pay India expansion starts with Axis Bank but excludes the UPI system, which processes 84% of India's digital payments.
- Regulatory challenges include the Siri AI Beta not being available in the EU and China, plus App Store scrutiny and rising memory costs pressuring near-term margins.
- Apple stock trades near 33x fiscal 2027 EPS, with analysts flagging slowing Services as an earnings pressure.
引述
“Apple, under new CEO John Ternus, recently launched its first foldable smartphone, the iPhone Duo, powered by the A20 Pro chip and starting at $1,999 .”
“Apple (AAPL) reported record June-quarter revenue of $109.4 billion, with Greater China sales rising to $18.82 billion and double-digit growth in iPhone, Mac, and Services .”
“Apple launched new hardware, including the M6 Mac mini with "up to 4x faster AI," updated Mac Studio, and the iPhone Duo, its first foldable, alongside the iPhone 18 Pro/Pro Max .”