O'Grady's PowerPage

Tag: supply

  • Apple posts Q1 2026 finances, cites $143.8 billion in revenues, $42 billion profit in best quarter ever

    Apple posts Q1 2026 finances, cites $143.8 billion in revenues, $42 billion profit in best quarter ever

    Apple held its first quarter 2026 earnings call on Thursday, and it was a series of record-breaking returns, with Apple posting revenues of $143.8 billion, a 16 percent year-over-year increase, and $42 billion in profit.

    The iPhone had its best quarter ever, with $85 billion, beating the previous record of $71.6 billion set in the first quarter of 2022.

    Mac sales were down 7 percent year-over-year, which wasn’t surprising given that Apple had only released one new Mac for the quarter in the form of the M5 MacBook Pro.

    Still, Services posted a record quarter with an increase of 15 percent year-over-year, and exceptional growth in Apple TV and Apple Music.

    The iPad also saw an increase of 8 percent year-over-year, and Apple’s sales for Wearables, Home, and Accessories saw a slight 2 percent year-over-year decrease.

    Apple stated that the company now has 2.5 billion activated devices, a new record.

    The breakdowns are as follows:

    • iPhone: $85 billion (up from $69 billion)
    • iPad: $8.6 billion (up from $8 billion)
    • Mac: $8.3 billion (down from $8.9 billion)
    • Wearables, Home, and Accessories: $11.5 billion (down from $11.7 billion)
    • Services: $30 billion (up from $26 billion)

    The RAM price increases that the market has been experiencing did not affect Apple for the first quarter, Cook noted during a conference call for investors. However, he said Apple is now “in a supply chase mode,” and is experiencing supply constraints like the rest of the industry.

    Stay tuned for additional details as they become available.

    Via Macworld and investor.apple.com

  • Some MacBook Pro configurations see up to a two-month delay ahead of possible next-gen M5 MacBook Pro release

    Some MacBook Pro configurations see up to a two-month delay ahead of possible next-gen M5 MacBook Pro release

    If there’s one telltale sign of a forthcoming next generation of hardware, it’s usually supply constraints and how this affects shipping.

    Per MacRumors, the availability has recently tightened for the MacBook Pro on Apple’s online storefront, with select configurations facing up to a two-month delivery timeframe in the United States.

    A few 14-inch and 16-inch M4 Pro MacBook Pro notebooks are still available without any shipping delay. Still, the estimated delivery dates for many configurations with the M4 Max chip now extend from February 6 to February 24 or even later. At the most extreme end, all built-to-order 14-inch MacBook Pro configurations with a 16-core M4 Max chip and 128GB of RAM are estimated to be delivered as late as March 17 on Apple’s online store.

    In the case of the entry-level 14-inch MacBook Pro, which was updated to an M5 chip in October, the wait continues for configurations with the M5 Pro and M5 Max chips. These delays have historically indicated that a forthcoming generation is on the horizon, although ongoing RAM supply constraints could also be contributing to the shipping delays.

    Apple unveiled MacBook Pro models with M2 Pro and M2 Max chips in January 2023, so there is precedent for a MacBook Pro refresh in January. Apple’s Creator Studio bundle of creative apps launches on Wednesday, January 28, and the company will be holding its next quarterly earnings call on Thursday, January 29.

    Stay tuned for additional details as they become available.

    Via MacRumors and Apple

  • Rumor: Supply constraints, historical timelines hint at M5-based products en route for October launch

    Rumor: Supply constraints, historical timelines hint at M5-based products en route for October launch

    The rumor and speculation mill is now in overdrive as constrained supplies of the M4 iPad Pro and the lower-end 14-inch M4 MacBook Pro at Apple retail locations are the best signs yet that M5-based deveices are on their way.

    Following September’s iPhone event, Apple is anticipated to launch more hardware later in the fall. If supply levels through Apple’s retail operations are an indicator, it could happen in the near future.

    Per Bloomberg’s Mark Gurman, supplies of the M4 iPad Pro are “fairly constrained” in Apple Store locations. In a recent X post, Gurman wrote that online shipments for the iPad Pro have also started to be delayed until between October 21 and October 28 for some configurations.

    AppleInsider has also checked Apple’s online storefront and confirmed delayed shipments for the 14-inch M4 MacBook Pro. The website was not able to confirm online shipments were delayed for the iPad Pro.

    In addition to this, Apple has also historically seen product constraints until the end of October for some custom configurations.. This doesn’t seem to be the case for the 14-inch MacBook Pro with M4 Pro and M4 Max chips, and this could mean the entry-level 14-inch MacBook Pro with M5 is also on the way.

    The 16-inch MacBook Pro is also unaffected, but that may be because the current version is sold with M4 Pro and M4 Max, not the base M4 chip.

    Finally, Apple has often released new products around October, and the date range matches

    A returning timescaleApple’s usual routine for shipping Apple Silicon models. Apple tends to launch the base M-series chip first in a few entry level models, then brings out the Pro and Pro Max versions a few months later. This first wave usually includes the iPad Pro and the base versions of MacBook Pro, along with the Mac mini.

    Stay tuned for additional details as they become available.

    Via AppleInsider and @markgurman

  • Apple transitions COO role from Jeff Williams to Sabih Khan

    Apple transitions COO role from Jeff Williams to Sabih Khan

    Apple on Tuesday announced that Jeff Williams, Apple’s senior vice president of Operations, will transition his role to Sabih Khan. Williams will continue to report to CEO Tim Cook while overseeing Apple’s design team and Apple Watch alongside the company’s Health initiatives. Apple’s design team will then transition to reporting directly to Cook after Williams retires late in the year.

    Per Apple CEO Tim Cook:

    “Jeff and I have worked alongside each other for as long as I can remember, and Apple wouldn’t be what it is without him. He’s helped to create one of the most respected global supply chains in the world; launched Apple Watch and overseen its development; architected Apple’s health strategy; and led our world-class team of designers with great wisdom, heart, and dedication. I am and will always be beyond grateful for his numerous contributions to Apple over the years and his loyal friendship. Jeff’s true legacy can be seen in the amazing team he’s created and, while he’ll be greatly missed, he leaves the work of the future in incredible hands.”

    Khan has been an Apple employee for 30 years and joined the executive team as senior vice president of Operations in 2016. He has headed up Apple’s global supply chain since 2019, overseeing aspects such as product quality and overseeing planning, procurement, manufacturing, logistics, and product fulfillment functions.

    Prior to joining Apple’s procurement group in 1995, Khan worked as an applications development engineer and key account technical leader at GE Plastics. He earned bachelor’s degrees in economics and mechanical engineering from Tufts University and a master’s degree in mechanical engineering from Rensselaer Polytechnic Institute.

    Stay tuned for additional details as they become available.

    Via Apple

  • Rumor: MacBook Pro notebooks with OLED displays could begin surfacing in 2026

    Rumor: MacBook Pro notebooks with OLED displays could begin surfacing in 2026

    You may start seeing MacBook Pro notebooks with OLED in 2026.

    Per a supply chain report, the display technology could arrive for Apple’s flagship notebook in roughly two years’ time. The report includes the iPad Pro, which the report says will triple demand for OLED screens in tablets, and going forward, will influence competitors’ strategies to compete with Apple in this particular market.

    Omdia’s Senior Principal Ricky Park offered this opinion in the report:

    “Apple is highly likely to incorporate OLED into its MacBook Pro models as early as 2026,. This move could spark a significant surge in OLED demand within the notebook market, potentially reaching over 60 million units by 2031.”

    It’s currently unknown if Omdia has any particular insight gleaned from data it has discovered on the release timing, though. OLED MacBook Pro models have been rumored for some time. And, nearly all of those rumors have put it a year or more away, regardless of when the rumor was made.

    OLED screens offer higher contrast ratios, require no backlighting, and are thinner and use less power than current displays. Apple has previously been reported to release a MacBook Pro with an OLED screen in 2024.

    Apple’s MacBook Pro lines currently use LCD systems, and OLED displays would offer improved response times and contrast ratios. Still, given the higher manufacturing costs associated with OLEDs, transitioning from LCD to OLED might only be considered when substantial consumer demand exists to support it. Apple’s release of the technology on the iPad before the Mac may be to gauge consumer interest in potentially paying more for the technology.

    Stay tuned for additional details as they become available.

    Via AppleInsider and Omdia