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@asymco@mastodon.social

Post #2747330

2026-04-16 20:28 UTC

Kevan Parekh, Apple CFO, said during the last analyst call:

Replies (1)

  • @asymco@mastodon.social 2026-04-16 20:28

    I’ve seen several market reports which estimate that iPhone shipments grew around 3% to 6% in the quarter. When I plug in, say, IDC’s iPhones number into my model, and assume quite aggressive growth on the other categories (including Services) I get a y/y revenue growth of 11%. This is far below Kevan’s January’s guidance quoted above (13% to 16%).

    Open ##2747331