### @AAPL — Confirmed — from the Q2 FY2026 earnings call and quarterly filing; the guidance is forward-looking
Yeah, thanks for that - we walked it in order: December saw minimal memory impact, March a bit more partly offset by carry-in inventory, June will see significantly higher costs also partly offset by carry-in. Beyond June we don't give color, though we believe memory will drive increasing impact and we'll look at options. The direction shows in the guide: gross margin 47.5 to 48.5 percent, down from 49.3, with memory the primary driver. As a large buyer we absorb the cost. Thank you.
- tier: Confirmed (✓)
- source: AAPL / Memory costs, walked through in order - and the margin guide cut
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-aapl-src-aapl-memory-cost-taker-conversation
- posted: 2026-07-16T13:38:56.486Z