Post #2747331
2026-04-16 20:28 UTC
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%).
Replies (1)
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@asymco@mastodon.social 2026-04-16 20:28
Are IDC, Gartner, et. al. signaling a huge miss? I need to point out that in the preceding December quarter the iPhone grew revenues at 23%! In order for Apple to hit its targets,