Apple (AAPL) 2023 Q4 Earnings Call TRANSCRIPT (and two excerpts) | AAPL Message Board Posts


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Msg  189502 of 189567  at  11/3/2023 12:58:16 AM  by

Pantone101NaturalBlondie


Apple (AAPL) 2023 Q4 Earnings Call TRANSCRIPT (and two excerpts)


<< Apple Inc. (AAPL) Q4 2023 Earnings Call Transcript

Nov. 02, 2023 9:32 PM ET | Apple Inc. (AAPL)

. . . .

<< In Mac, revenue came in at $7.6 billion, down 34% year-over-year from the prior year's record quarter. This was due to challenging market conditions, as well as difficult compares against the supply disruptions and subsequent demand recapture we experienced a year ago. Earlier this week, we were excited to unveil the next generation of Apple silicon with our incredible family of M3 chips, M3; M3 Pro; and M3 Max.

. . . .

Our next question is from Erik Woodring with Morgan Stanley. Please go ahead.

Erik Woodring

Awesome. Thank you very much for taking my questions. Maybe if I start, Luca, I know that the iPhone 15 Pro and Pro Max are constrained today, but I think some of your comments suggests you should be back to supply demand balance before quarter end. So, I guess, my question is, does your December quarter revenue guidance account for any supply constraints? And if so, is there any way to kind of quantify how much supply would be limiting your December quarter revenue performance? . . . .

Luca Maestri

Yes. It's correct. We are constrained today on iPhone 15 Pro and iPhone 15 Pro Max. We're working very hard to get the product in the hands of all the customers that have ordered it. We expect, as of today, that we're going to be in supply demand balance by the end of the quarter. So the guidance reflects that.

. . . . >>


Much, much more . . .

http://seekingalpha.com/article/4646927-apple-inc-aapl-q4-2023-earnings-call-transcript




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