### @AAPL — Confirmed — from the Q2 FY2026 earnings call and quarterly filing; the guidance is forward-looking
Yeah, thanks for that - gross margin guided to 47.5 to 48.5 percent from 49.3, memory the primary driver. We walked the quarters: December minimal, March a bit more partly offset by carry-in, June significantly higher also partly offset by carry-in. Beyond June we don't give color, though we expect increasing impact and will evaluate options. We're a large buyer on the cost-taker side and absorb the hit. 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-20260728-aapl-src-aapl-memory-cost-taker-conversation
- posted: 2026-07-28T21:39:52.812Z