Bart Yee on Apple's solid Q4 2026: What the talking heads are saying - 'As for some of the China sales comments: “Apple’s Greater China sales expectations and actual Q4 FY2026 results: • Expectations: Wall Street consensus estimates expected Greater China revenue to come in around $18.55 billion to $18.75 billion. ((~28.7% growth and I’m not sure why the Street estimated quite that high?)) • Actual Results: Greater China revenue reached $17.54 billion (up about 21% year-over-year). • Did they come in lighter than expected? Yes. The results missed Wall Street projections by roughly $1 billion to $1.21 billion, with management citing supply constraints that limited their ability to meet local product demand.” So yes, “only” 21% instead of Q3’s 22.4% and FY2026’s overall 28% growth in China revenues compared YoY. Why could that be? The three biggest issues is delayed upgrades due to price hikes, as mentioned supply constraints on current iPhone 17 models (running out of popular Pro models), OR waiting for not only the iPhone 18, and/or the iPhone Duo and deciding between the iPhone Duo and 18 Pro/Pro Max or standing pat till the 20th anniversary model appears. A fourth issue is the across the range $100 price increase which could reduce demand, at least in the last 3 weeks of sales. Certainly there will be interest in other Domestically produced Foldables vs the Duo for those who can afford them, but I’m confident iPhone Duo will take some of those sales away, assuming supply is adequate. I believe Apple China sales for Q1 against tough robust Q1 compares should still be good, in the 21+ range if not higher, but overall sales volume may be lower due to price hikes and lack of iPhone 18 base models. Since there were no discounted models to get deals on, that probably plays a role in slightly decreased sales.'
on Premarket: Apple is red - 'Couldn’t find a better place to post this Election results are in. As an investor one of the most interesting things to note, is the leadership changes at the Governor level. A few Governors that embraced Data Centers lost their jobs. Their replacements campaigned against them. This puts a lot of proposed data centers at risk of being canceled. If they are, how is this going to impact the AI stocks (including Nvidia). If they drop even further will they take Apple down with them?'
on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - 'Hey, man, he sold really well in LA. Just saying.'
on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - 'With regard to the AAPL share price dropping considerably yesterday and today, I think it’s important for long-term investors to remind themselves that they’re not investing for a day, week or month. They’re investing for the long term. And for the long term, certainly for 2026, AAPL is doing very well. Stock Today YTD =================== AAPL -1.9% +22.08% NVDA +2.29% +10.83% AMZN +2.06% +8.61% MSFT +2.74% +7.73% META +2.63% -5.72% GOOG +0.08% -11.32% TSLA -1.32% -11.39%'
on Apple's solid Q4 2026: What the analysts are saying - 'Congress sets the tax rates and if a self-acknowledged under-taxed (law-abiding) billionaire wishes to do so, they can write a generous check to the Treasury. I don’t recall hearing anything like this happening'
on Apple's solid Q4 2026: What the analysts are saying - 'Hi David – yes. And I used your favorite term, ANALyst, to throw a pie back at them. 🙂'
on Apple's solid Q4 2026: What the talking heads are saying - 'Eddie just said he loves the Duo. Hell has officially frozen over.'
on Premarket: Apple is red - 'AAPL closed down 1.9% for the day and down 4.1% for the week. It’s also down 0.5% for the month. But it’s also up 7.3% for the quarter, 19.9% for the half-year, and just gets greener the more back in time I go. I fully expect that, barring any black swans, we’ll see a return to a 40 valuation and (8.98×40=) $359.20/share sometime before the next Apple earnings call. And $400/share sometime next year wouldn’t surprise me,'
on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - 'I don’t care who you are, most likely anyone who is promoted to CEO of Apple is going to feel some significant nervousness in their first earnings call, given that person’s awareness of the history and standards of the position, and the importance of the company not only to him/herself but to the entire world. And anyone who wouldn’t be nervous is not the right person for the job, because false or overwhelming self-confidence is antithetical to what’s needed. I want someone running Apple who’s super-smart, capable, cautious, passionate, collaborative, and decisive, and a product of the “Apple school” that Steve Jobs built. And by all accounts John Ternus is all of those.'
on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - 'Color me shocked. A guy with an engineering degree and a life-long career in engineering fails to come across as a sparkling Hollywood personality.'
on Apple's solid Q4 2026: What the talking heads are saying - '@PED: Thank you for all of these clips! Your posts today are a wonderful resource for a researcher like me! Personally, I’m not concerned about yesterday’s and today’s price action in Apple. In my view, the shares were, as the saying goes, “priced to perfection” going into the print. In general, multiples are contracting market wide even on strong results like Apple delivered yesterday. There’s obviously concern about GM pressure this quarter and throughout the new fiscal year. As a long-term investor I believe the growth story remains intact and Apple will be gaining market share in its primary product markets over the next 12 months. The share price will eventually return to its recent all-time highs.'
on Apple's solid Q4 2026: What the analysts are saying - 'The clown car has pulled up and the clowns are piling out to throw pies at Apple…'
on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - '2 thoughts come to mind. I don’t mind scripted. I WANT a well thought out answer. Off the cuff responses tend to be more subjective and prone to errors or comments that need further explanation. Of course some people are better at impromptu answers, some are not. I want the most correct answers. 2nd, I never understood why someone would ask a question they know cannot or will not be answered, and then whine when it’s not answered. Bottom line, I watch the quarterly reports to gain info. If you’re looking for entertainment, watch a movie.'
