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transcript

by Asymco

  • Office Hours
    May 2, 2026
    2026FQ2, presentation, transcript

    Office Hours — Apple Fiscal Second Quarter 2026 Review: The Presentation

    In Asymco One’s May 1, 2026, One Office Hours session, Horace Dediu analyzed Apple’s Q2 2026 earnings, highlighting a comfortable beat on revenue and EPS expectations despite already elevated forecasts. Dediu noted impressive segment growth: iPhone at 22%, Services at 16%, iPad at 8%, Mac at 5.7%, and wearables at 5%. He attributed the iPhone… →

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