Apple inventory up 154% year over year as memory chip costs climb; Q4 FY2026 earnings
Apple reported fiscal Q4 earnings on Monday showing inventory of $14.54 billion, up 31.1% from $11.09 billion in Q3 and 154.3% from $5.72 billion a year earlier. CEO John Ternus called memory pricing "unprecedented" and expects higher memory costs in the December quarter and beyond. Apple guided to a 45-46% gross margin for the December quarter, down from 47.9% in the September quarter. COO Sabih Khan did not rule out further device price increases. Manufacturing purchase obligations rose by $33 billion from June to September, and weak iPad sales ($6.2 billion, down 10%) were blamed on supply constraints. This is business news with no cyber threat content.
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Apple inventory up 154% year over year as memory chip costs climb; Q4 FY2026 earnings
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Apple reported fiscal Q4 earnings on Monday showing inventory of $14.54 billion, up 31.1% from $11.09 billion in Q3 and 154.3% from $5.72 billion a year earlier. CEO John Ternus called memory pricing "unprecedented" and expects higher memory costs in the December quarter and beyond. Apple guided to a 45-46% gross margin for the December quarter, down from 47.9% in the September quarter. COO Sabih Khan did not rule out further device price increases. Manufacturing purchase obligations rose by $33 billion from June to September, and weak iPad sales ($6.2 billion, down 10%) were blamed on supply constraints. This is business news with no cyber threat content.