Apple earnings show hardware strength despite memory challenges
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Apple earnings show hardware strength despite memory challenges
1 article1 sourcesince Nov 3Last article 1h ago ·
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Stratechery's Ben Thompson says Apple's earnings suggest its hardware business is doing better than ever despite memory challenges.
Thompson also asks whether Apple's software business helps or hurts that hardware position. The source gives no figures for revenue, margins, or memory costs.
Written by AI from the articles below · updated Nov 3, 6:20 AM ET
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Latest developmentNov 3, 6:00 AM ET
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Nov 3
- StratecheryBlogApple earnings show hardware strength despite memory challenges
AIStratechery's Ben Thompson says Apple's earnings suggest its hardware business is doing better than ever despite memory challenges. He asks whether the software story helps or hurts that position. The source gives no figures for revenue, margins, or memory costs.
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