"Cook noted that 'customer response to MacBook Neo has been off the charts, with higher-than-expected demand' and that Apple 'set a March record for customers new to the Mac, partly due to the Neo.'"
"Apple's Q2 2026 was a successful one for the company, making $111.2 billion in revenue, a 17 percent increase over Q2 of 2025, driven by strong iPhone 17 sales and its Services division."
"Cook said that Apple expected 'significantly higher memory costs' for Q3 than it paid in Q2 and that 'memory costs will drive an increasing impact on our business' going forward."
Apple is experiencing shipping delays due to multiple factors, including AI-related demand and chip shortages. The company plans to introduce M5-series chips, which often leads to delayed shipping times. Customer demand for the MacBook Neo has exceeded expectations, contributing to a record number of new Mac customers in March. While the Neo is readily available, other models like the Mac mini and Studio face more significant availability issues. Despite these challenges, Apple reported a successful Q2 2026 with increased revenue, although higher memory costs are anticipated for the future.
Read at Ars Technica
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