thenextweb.com/news/apple-earnings-q4-2026-memory-costs-margins Apple sees margins falling to 45% as memory chip prices keep climbing
Apple forecast holiday-quarter gross margin of 45%-46%, down from 47.9%, as memory chip costs climb, after record September-quarter revenue of $114.5bn. CEO John Ternus called memory pricing unprecedented and expected even higher memory costs in the December quarter.