Apple's Stock Rises as Tim Cook Addresses Wall Street's Key Concerns on Margins and Growth

Apple's stock price increased following CEO Tim Cook's remarks addressing Wall Street's concerns about the company's gross margins and growth prospects. Apple projects gross margins well above estimates, driven by a favorable mix of high-end hardware sales and strong double-digit growth in its Services segment, which reached a record $30 billion in revenue in the December quarter. The company is successfully managing rising memory costs amid supply chain disruptions caused by the AI boom.

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Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question

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Apple's Cook Reports Strong iPhone Demand Straining Supply

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苹果(AAPL.US)Q1业绩超预期大爆发：iPhone史上最强季度驱动营收创新高大中华区销售强势反弹同比暴涨38%

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Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question

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Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question

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earnings&nbsp;","text":"AAPL revenue steady makes apple stable upside per quarter earnings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527542795481416","repostId":"2607050741","repostType":2,"repost":{"id":"2607050741","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769739962,"share":"https://ttm.financial/m/news/2607050741?lang=en_US&edition=fundamental","pubTime":"2026-01-30 10:26","market":"sh","language":"en","title":"Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question","url":"https://stock-news.laohu8.com/highlight/detail?id=2607050741","media":"Dow Jones","summary":"The iPhone maker projects gross margins well ahead of Wall Street's estimates, reassuring investors that it's successfully managing the surge in memory prices. Apple executives cited a \"favorable mix\" of high-end hardware and Services growth as a buffer against rising memory costs. Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that's been disrupted by the artificial-intelligence boom.Apple's ability to command strong and expanding margins despite these disruptions partly reflects \"favorable mix,\" CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple's Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.It's unclear h","content":"<html><head></head><body><p>Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that&#39;s been disrupted by the artificial-intelligence boom.</p><p>That was the hot topic of conversation on Apple&#39;s earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.</p><p>Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> were up about 1% in Thursday&#39;s extended session following the earnings call.</p><p>Many analysts&#39; questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that&#39;s ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.</p><p>Memory &#34;had a minimal impact&#34; on December-quarter margins but could have &#34;a bit more of an impact&#34; in the March quarter, Cook said on the call.</p><p>Apple&#39;s ability to command strong and expanding margins despite these disruptions partly reflects &#34;favorable mix,&#34; CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple&#39;s Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.</p><p>Parekh called out a &#34;strong&#34; iPhone product cycle &#34;that does lend itself to a bit more favorable opportunity on the mix and leverage side.&#34;</p><p>Memory pricing is expected to rise beyond the March quarter, but Apple didn&#39;t share specifics on any long-term plans to mitigate the impact.</p><p>&#34;We do continue to see market pricing for memory increasing significantly,&#34; Cook said. &#34;As always, we&#39;ll look at a range of options to deal with that.&#34; Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple&#39;s pricing strategy.</p><p>It&#39;s unclear how higher memory costs could impact demand for iPhones going forward. Apple&#39;s robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.</p><p>While Cook noted that the iPhone successfully gained market share in the December quarter, he didn&#39;t comment on whether those dynamics would hold up against rising component costs. &#34;I wouldn&#39;t want to predict how the market reacts in the future,&#34; Cook cautioned. &#34;It&#39;s very difficult to do that.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-30 10:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that&#39;s been disrupted by the artificial-intelligence boom.</p><p>That was the hot topic of conversation on Apple&#39;s earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.</p><p>Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> were up about 1% in Thursday&#39;s extended session following the earnings call.</p><p>Many analysts&#39; questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that&#39;s ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.</p><p>Memory &#34;had a minimal impact&#34; on December-quarter margins but could have &#34;a bit more of an impact&#34; in the March quarter, Cook said on the call.</p><p>Apple&#39;s ability to command strong and expanding margins despite these disruptions partly reflects &#34;favorable mix,&#34; CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple&#39;s Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.</p><p>Parekh called out a &#34;strong&#34; iPhone product cycle &#34;that does lend itself to a bit more favorable opportunity on the mix and leverage side.&#34;</p><p>Memory pricing is expected to rise beyond the March quarter, but Apple didn&#39;t share specifics on any long-term plans to mitigate the impact.</p><p>&#34;We do continue to see market pricing for memory increasing significantly,&#34; Cook said. &#34;As always, we&#39;ll look at a range of options to deal with that.&#34; Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple&#39;s pricing strategy.</p><p>It&#39;s unclear how higher memory costs could impact demand for iPhones going forward. Apple&#39;s robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.</p><p>While Cook noted that the iPhone successfully gained market share in the December quarter, he didn&#39;t comment on whether those dynamics would hold up against rising component costs. &#34;I wouldn&#39;t want to predict how the market reacts in the future,&#34; Cook cautioned. &#34;It&#39;s very difficult to do that.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - 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And he faces a tough test as the company navigates a supply environment that's been disrupted by the artificial-intelligence boom.That was the hot topic of conversation on Apple's earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.Shares of Apple $(AAPL)$ were up about 1% in Thursday's extended session following the earnings call.Many analysts' questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that's ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.Memory \"had a minimal impact\" on December-quarter margins but could have \"a bit more of an impact\" in the March quarter, Cook said on the call.Apple's ability to command strong and expanding margins despite these disruptions partly reflects \"favorable mix,\" CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple's Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.Parekh called out a \"strong\" iPhone product cycle \"that does lend itself to a bit more favorable opportunity on the mix and leverage side.\"Memory pricing is expected to rise beyond the March quarter, but Apple didn't share specifics on any long-term plans to mitigate the impact.\"We do continue to see market pricing for memory increasing significantly,\" Cook said. \"As always, we'll look at a range of options to deal with that.\" Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple's pricing strategy.It's unclear how higher memory costs could impact demand for iPhones going forward. Apple's robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.While Cook noted that the iPhone successfully gained market share in the December quarter, he didn't comment on whether those dynamics would hold up against rising component costs. \"I wouldn't want to predict how the market reacts in the future,\" Cook cautioned. \"It's very difficult to do that.\"","news_type":1,"symbols_score_info":{"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527373075760744,"gmtCreate":1769775285655,"gmtModify":1769775289601,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187329657205552","idStr":"4187329657205552"},"themes":[],"title":"","htmlText":"It sinks&nbsp;pre-market..","listText":"It sinks&nbsp;pre-market..","text":"It sinks pre-market..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527373075760744","repostId":"2607050741","repostType":2,"repost":{"id":"2607050741","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769739962,"share":"https://ttm.financial/m/news/2607050741?lang=en_US&edition=fundamental","pubTime":"2026-01-30 10:26","market":"sh","language":"en","title":"Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question","url":"https://stock-news.laohu8.com/highlight/detail?id=2607050741","media":"Dow Jones","summary":"The iPhone maker projects gross margins well ahead of Wall Street's estimates, reassuring investors that it's successfully managing the surge in memory prices. Apple executives cited a \"favorable mix\" of high-end hardware and Services growth as a buffer against rising memory costs. Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that's been disrupted by the artificial-intelligence boom.Apple's ability to command strong and expanding margins despite these disruptions partly reflects \"favorable mix,\" CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple's Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.It's unclear h","content":"<html><head></head><body><p>Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that&#39;s been disrupted by the artificial-intelligence boom.</p><p>That was the hot topic of conversation on Apple&#39;s earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.</p><p>Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> were up about 1% in Thursday&#39;s extended session following the earnings call.</p><p>Many analysts&#39; questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that&#39;s ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.</p><p>Memory &#34;had a minimal impact&#34; on December-quarter margins but could have &#34;a bit more of an impact&#34; in the March quarter, Cook said on the call.</p><p>Apple&#39;s ability to command strong and expanding margins despite these disruptions partly reflects &#34;favorable mix,&#34; CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple&#39;s Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.</p><p>Parekh called out a &#34;strong&#34; iPhone product cycle &#34;that does lend itself to a bit more favorable opportunity on the mix and leverage side.&#34;</p><p>Memory pricing is expected to rise beyond the March quarter, but Apple didn&#39;t share specifics on any long-term plans to mitigate the impact.</p><p>&#34;We do continue to see market pricing for memory increasing significantly,&#34; Cook said. &#34;As always, we&#39;ll look at a range of options to deal with that.&#34; Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple&#39;s pricing strategy.</p><p>It&#39;s unclear how higher memory costs could impact demand for iPhones going forward. Apple&#39;s robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.</p><p>While Cook noted that the iPhone successfully gained market share in the December quarter, he didn&#39;t comment on whether those dynamics would hold up against rising component costs. &#34;I wouldn&#39;t want to predict how the market reacts in the future,&#34; Cook cautioned. &#34;It&#39;s very difficult to do that.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-30 10:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that&#39;s been disrupted by the artificial-intelligence boom.</p><p>That was the hot topic of conversation on Apple&#39;s earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.</p><p>Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> were up about 1% in Thursday&#39;s extended session following the earnings call.</p><p>Many analysts&#39; questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that&#39;s ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.</p><p>Memory &#34;had a minimal impact&#34; on December-quarter margins but could have &#34;a bit more of an impact&#34; in the March quarter, Cook said on the call.</p><p>Apple&#39;s ability to command strong and expanding margins despite these disruptions partly reflects &#34;favorable mix,&#34; CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple&#39;s Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.</p><p>Parekh called out a &#34;strong&#34; iPhone product cycle &#34;that does lend itself to a bit more favorable opportunity on the mix and leverage side.&#34;</p><p>Memory pricing is expected to rise beyond the March quarter, but Apple didn&#39;t share specifics on any long-term plans to mitigate the impact.</p><p>&#34;We do continue to see market pricing for memory increasing significantly,&#34; Cook said. &#34;As always, we&#39;ll look at a range of options to deal with that.&#34; Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple&#39;s pricing strategy.</p><p>It&#39;s unclear how higher memory costs could impact demand for iPhones going forward. Apple&#39;s robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.</p><p>While Cook noted that the iPhone successfully gained market share in the December quarter, he didn&#39;t comment on whether those dynamics would hold up against rising component costs. &#34;I wouldn&#39;t want to predict how the market reacts in the future,&#34; Cook cautioned. &#34;It&#39;s very difficult to do that.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - 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And he faces a tough test as the company navigates a supply environment that's been disrupted by the artificial-intelligence boom.That was the hot topic of conversation on Apple's earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.Shares of Apple $(AAPL)$ were up about 1% in Thursday's extended session following the earnings call.Many analysts' questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that's ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.Memory \"had a minimal impact\" on December-quarter margins but could have \"a bit more of an impact\" in the March quarter, Cook said on the call.Apple's ability to command strong and expanding margins despite these disruptions partly reflects \"favorable mix,\" CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple's Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.Parekh called out a \"strong\" iPhone product cycle \"that does lend itself to a bit more favorable opportunity on the mix and leverage side.\"Memory pricing is expected to rise beyond the March quarter, but Apple didn't share specifics on any long-term plans to mitigate the impact.\"We do continue to see market pricing for memory increasing significantly,\" Cook said. \"As always, we'll look at a range of options to deal with that.\" Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple's pricing strategy.It's unclear how higher memory costs could impact demand for iPhones going forward. Apple's robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.While Cook noted that the iPhone successfully gained market share in the December quarter, he didn't comment on whether those dynamics would hold up against rising component costs. \"I wouldn't want to predict how the market reacts in the future,\" Cook cautioned. \"It's very difficult to do that.\"","news_type":1,"symbols_score_info":{"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}