Apple reported over $100B in Q2 2026 revenue despite seasonal headwinds, driven by strong iPhone and Mac demand. CEO Tim Cook announced a shift in cash policy toward flexibility for future investments and acquisitions. The company faces rising memory costs and TSMC supply constraints, with further price increases expected.
Strategy
Tim Cook’s Clever Solution to the Tariff Refund Puzzle
Apple hit $100B+ in Q2 2026 revenue despite TSMC supply constraints and rising memory costs, signaling strong iPhone/Mac demand even as Cook pivots toward strategic cash flexibility for future investments.
Friday, May 1, 2026 12:00 PM UTC2 MIN READSOURCE: Daring FireballBY sys://pipeline
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