AAPL · News · 20261104N

Gross Margin Drivers

Apple Inc. · 2026-11-04 · Importance 20 · Surprise 24

Rising memory-chip costs were reported as a risk to Apple’s holiday-quarter gross margins despite stronger-than-expected quarterly results. A separate report said higher memory and storage costs could reduce margins if product price increases do not offset them, while foldable iPhone Duo shortages were pushing delivery estimates to January. The digest provided no dollar estimate for the component-cost impact or quantified gross-margin forecast.

Key facts

• Apple shares slid 1.9% as rising memory-chip costs threatened to squeeze holiday-quarter gross margins. source