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for: Thursday, January 29, 2026



Apple Concedes It Entered The New Year With “Depleted Inventories” And “Less Flexibility” As Memory And Advanced Node Supply Constraints Begin To Bite

Rohail Saleem / wccftech - Apple is beginning to feel the pinch from the oncoming constraints around memory products and TSMC's choked advanced node supply lines, albeit in a managed fashion. This is the biggest takeaway from Apple's just-concluded Q1 2026 earnings call. Apple is f…

#semiconductors #apple #chips #business #supplychain #pricing #manufacturing #technology #memory #timcook

Chip Shortages Are Affecting Apple's Ability to Make Enough iPhones

5 wks / cnet / Omar Gallaga

Analysts caught flat-footed as iPhone supply, not demand, capped growth

5 wks / appleinsider

Apple chasing memory supply to meet high customer demand — CEO Tim Cook says shortage will have a greater impact on its Q2 earnings

5 wks / tomshardware

Memory Shortage Haunts Apple’s Blowout iPhone Sales

5 wks / wsj / Dan Gallagher

Tim Cook Highlights 'Staggering' iPhone 17 Demand, Supply Constraints, and China Rebound

5 wks / iclarified

Apple Responds to Fast-Rising RAM and Storage Chip Prices

5 wks / bsky / @macrumors.bsky.social / macrumors.bsky.social

Apple can't secure enough chips as iPhone demand surges, memory prices rise

5 wks / cnbc

Apple Concedes It Entered The New Year With “Depleted Inventories” And “Less Flexibility” As Memory And Advanced Node Supply Constraints Begin To Bite

5 wks / wccftech / Rohail Saleem

Memory cost explosion won't hurt Apple too badly in Q2, may sting in Q3

5 wks / appleinsider

Apple Responds to Fast-Rising RAM and Storage Chip Prices

5 wks / macrumors / Joe Rossignol

Report: iPhone 18 Prices Won’t Budge Despite ‘RAMageddon’

5 wks / idropnews / Jesse Hollington

Back to Top / Thursday, January 29, 2026, 6:21 pm / permalink 18551 / 11 stories in 5 wks


Apple CEO Tim Cook Says iPhone Demand Was 'Simply Staggering' Towards End of 2025

Joe Rossignol / macrumors - Apple today reported earnings results for the fourth quarter of the 2025 calendar year, including record-breaking $143.8 billion revenue that was up 16% year-over-year. These results were driven in part by exceptionally strong iPhone sales.iPhone revenue …


AI, Devices & Services Updates

Amid record revenue, Apple's Q1 2026 R&D spend reveals its AI ambitions

5 wks / appleinsider

Apple’s record quarter shows that AI doesn’t sell iPhones

5 wks / sherwood / Rani Molla

Apple Signals AI Will Power Payments Security and Growth

5 wks / pymnts / PYMNTS

Apple reaches 2.5 billion active devices after record-breaking quarter

5 wks / appleinsider

Apple Sets New Quarterly Services Revenue Record at $30 Billion; iPhone Posts Best-Ever Quarter

5 wks / mediaplaynews / Erik Gruenwedel

Apple Reaches 2.5 Billion Active Devices

5 wks / macrumors / Joe Rossignol


Record iPhone Sales Surge

Apple's iPhone business just set an all-time record with $85 billion in sales

5 wks / techspot

Apple (AAPL) Stock: TSMC Can’t Keep Up with Red-Hot iPhone Demand

5 wks / parameter / Trader Edge

Apple just had its best-ever quarter for iPhone sales after 'simply staggering' demand

5 wks / theshortcut / Reece Bithrey

Apple sells record number of iPhones on simply staggering demand

5 wks / mashable

Apple reports record iPhone sales

5 wks / semafor / Tom Chivers

Apple reports record $85B in iPhone revenue for fiscal Q1 2026

5 wks / dataconomy / Aytun Çelebi

Apple's iPhone sales surge to new quarterly high despite early missteps in artificial intelligence

5 wks / techxplore

The iPhone just had its best quarter ever

5 wks / techcrunch / Lucas Ropek

Apple posts record-breaking quarterly revenue driven by ‘staggering’ iPhone 17 demand

5 wks / siliconangle / Mike Wheatley

Apple just reported its best-ever quarter for iPhone sales

5 wks / engadget / Anna Washenko

Apple's 'remarkable' record quarter shows the iPhone still beats AI fears

5 wks / qz / Shannon Carroll

Apple reports best-ever iPhone sales as Mac dips

5 wks / bbc

Apple Reports Record iPhone Sales Amid Holiday Bump

5 wks / nytimes / Kalley Huang

Apple just had a record-breaking iPhone quarter

5 wks / theverge / Emma Roth

Apple CEO Tim Cook Says iPhone Demand Was 'Simply Staggering' Towards End of 2025

5 wks / macrumors / Joe Rossignol

Apple hails ‘remarkable’ $144bn quarter with best-ever iPhone sales

5 wks / ft


Record Q1 Earnings & Revenue

Apple Reports Record-Breaking Revenue and Profit for Q1 FY26

5 wks / apple / John Gruber

Apple (AAPL) Stock: Revenue Crushes Estimates Despite Supply Crunch

5 wks / parameter / Trader Edge

JP Morgan hikes Apple stock target to $325 after record-breaking earnings

5 wks / appleinsider

Apple Shatters Expectations with Record-Setting $143.8B Q1 2026

5 wks / idropnews / Jesse Hollington

CNBC Daily Open: iPhone drove Apple's robust earnings — but investors weren't too enthused

5 wks / cnbc

What's next for Apple stock after big iPhone sales everywhere, even China

5 wks / cnbc

(PR) Apple Announces Financial Results for Its Fiscal 2026 First Quarter

5 wks / techpowerup

Apple Reports Record-Setting 1Q 2026 Results: $42.1B Profit on $143.8B Revenue

5 wks / reddit / /u/ControlCAD

Apple Reports Record Revenues of $143.8 Billion

5 wks / thurrott / Paul Thurrott

Apple Shatters All-Time Records with $143.8 Billion Holiday Blowout

5 wks / iphoneincanada / John Quintet

Apple Q1 2026 Earnings: “Best Ever Quarter” Lives Up To Expectations

5 wks / wccftech / Rohail Saleem

Apple blows away Wall Street expectations with record $143.8 billion quarter

5 wks / appleinsider

Apple Reports Record-Setting 1Q 2026 Results: $42.1B Profit on $143.8B Revenue

5 wks / macrumors / Jordan Golson

Apple posts record quarterly revenue and iPhone sales

5 wks / sherwood / Rani Molla

Apple Reports Q1 FY26 Earnings: $143.8 Billion in Revenue, $42.1 Billion in Net Income [Chart]

5 wks / iclarified


Rising International & Regional Demand

China gives Apple ‘best iPhone quarter in history’ with 38% revenue growth

5 wks / scmp

Apple Posts Double-Digit Growth In India In Q1

5 wks / inc42 / Palak Sharma

Apple (AAPL) Stock: Surge on 16% Revenue Jump and China Sales Rebound

5 wks / parameter / Yasmin Werner

Apple Posts Blowout iPhone Sales on Surging China Demand

5 wks / wsj / Rolfe Winkler

Apple is resurgent in China with unexpected iPhone 17 sales domination

5 wks / appleinsider


All Other Stories

The active install base of Apple users has increased by 150 million users since 2025 and has reached over 2.5 billion active users as of January 2026.

5 wks / bsky / @appleinsider.com / appleinsider.com

Apple Reaches Massive New Number of Active Devices

5 wks / bsky / @macrumors.bsky.social / macrumors.bsky.social

Ahead of Apple announcing its latest earnings, CEO Tim Cook has revealed that Apple did not quite expect the iPhone 17 range to do as well as it has in China.

5 wks / bsky / @appleinsider.com / appleinsider.com

Apple has reported its financials for the first quarter of 2025, and as promised it was record-breaking, with growth in nearly every market segment, and every hardware category.

5 wks / bsky / @appleinsider.com / appleinsider.com

Apple Reports Record-Setting 1Q 2026 Results: $42.1B Profit on $143.8B Revenue

5 wks / bsky / @macrumors.bsky.social / macrumors.bsky.social

Back to Top / Thursday, January 29, 2026, 4:21 pm / permalink 18544 / 47 stories in 5 wks


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