Apple expects Q1 revenue to rise 7%-10% YoY, above 6% est., and gross margins of 45%-46%, below 47% est., as John Ternus says memory costs are "unprecedented"
THE SO WHAT
Apple guiding 7–10% revenue growth while conceding margin compression from memory costs tells you demand is there but component inflation is eating upside. Hardware and device leaders should lock in supply agreements where they can and be ready to pass through or re-scope features rather than silently absorb.
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