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Message: [QUOTE="Queen, post: 85744, member: 27"] Apple printed money again, iPhone demand went feral, supply chains are sweating, and Tim Cook sounded very confident. Blowout quarter backs big promises [LIST] [*]Apple posted massive first fiscal quarter results for 2026. [*]Total revenue hit $143.756 billion. [*]Year-over-year growth landed at 16 percent. [*]Results cleared Wall Street expectations. [/LIST] iPhone carried the whole show [LIST] [*]iPhone revenue jumped to $85.269 billion. [*]Growth clocked in at 23 percent year over year. [*]Tim Cook called the demand overwhelming. [*]The installed base crossed 2.5 billion devices. [/LIST] Other product lines tell mixed stories [LIST] [*]Mac revenue slipped 7 percent year over year. [*]iPad revenue rose 6 percent. [*]Wearables and accessories dipped slightly. [*]Services climbed strongly to $30.013 billion. [/LIST] Margins, profit, and cash pile [LIST] [*]Gross margin reached 40.7 percent. [*]Net income came in at $42.097 billion. [*]Research spending hit $10.887 billion. [*]Cash and equivalents totaled $45.317 billion. [/LIST] Cook hypes products and platforms [LIST] [*]Tim Cook praised the iPhone 17 lineup. [*]He said it was the strongest lineup ever. [*]Apple TV viewership jumped 36 percent in December. [*]Mac sales hit an all-time install base high. [/LIST] Enterprise and AI signals [LIST] [*]Kevan Parekh cited AstraZeneca adopting M5 iPad Pros. [*]Devices support Apple Intelligence use cases. [*]On-device and cloud AI both gained traction. [*]Corporate deployments leaned into AI workflows. [/LIST] Supply chain strain shows cracks [LIST] [*]Tim Cook admitted advanced chip nodes are tight. [*]The 3nm supply is limiting near-term output. [*]Channel inventory stayed extremely lean. [*]Memory pricing pressure looms next quarter. [/LIST] Outlook stays aggressive [LIST] [*]Apple has projected revenue growth of 13 to 16 percent for the next quarter. [*]Services growth expected to mirror December trends. [*]Gross margin outlook sits at 48 to 49 percent. [*]Confidence stayed high despite constraints [/LIST] [/QUOTE]

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