Apple's December quarter margin projected at 45–46%... Memory and Siri AI costs weigh on profitability
Original headline애플 12월 분기 마진 45~46% 전망…메모리·시리 AI 비용 부담
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Apple guided December-quarter gross margin to 45–46%, down from 47.9% in the September quarter, with CFO Kevan Parekh attributing most of the decline to rising memory costs, alongside server expenses for Siri AI. The guidance came after Apple posted fiscal Q4 2026 (September quarter) revenue of $114.477 billion, up 11.7% year over year. Parekh cautioned that even with revenue growth, steeper component cost inflation could compress margins. Apple also said supply of the foldable iPhone Duo cannot keep up with demand. Investors will watch whether memory price pressures persist into the March quarter and how quickly Apple scales foldable supply.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
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Apple (AAPL), Kevan Parekh, Siri AI, iPhone Duo
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