Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

DIGITIMESNovember 3, 2026en

Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting new CEO John Ternus to an early test on the company's pricing power and investment strategy. The central question is no longer whether Apple can sustain sales growth, but how much of that growth it can convert into profit.

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