Apple reports fourth quarter results
mfiguiere
82 points
96 comments
November 02, 2026
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Discussion Highlights (9 comments)
inthebay
Still an open question whether not investing in AI infrastructure was the right move. They did better than Alphabet, Amazon and Intel, but Apple renting its AI from Alphabet (Gemini with Siri) might be a long term risk, since they're building on someone else's platform.
pelagicAustral
One thing I can tell about Apple is they could make at least a few extra grand in any quarter if they were to bring back the 27' iMac
lukeify
Naturally, AAPL stock has slumped nearly 5% on this news after hours.
jongjong
This is a crazy big number. I think the problem for them now is how people are going to be able to afford to keep buying their products in the age of AI job replacement? They'll have to massively increase their prices and become more of a luxury product and manufacture fewer units with bigger margins.
motionlessveloc
> Diluted earnings per share was $2.10, up 14 percent year over year, and included a favorable impact of $0.05 from tariff refunds. In other words, the money consumers used to pay Trump's tariffs was not refunded to the consumers, but went straight to Apple's bottom line instead.
zach_moore
dividend = please don't sell!
bananaflag
Shouldn't this be third quarter?
haunter
Apple could eat the console market alive with the Apple TV. The hardware and performance is there but they don’t seem to care about it.
nielsbot
> Services revenue reaches new all-time high Wonder how much of this is due to shitty ads everywhere. (App Store, Maps, Sports.app, ...) Edit: I forgot Apple News...