Overview
- Bloomberg’s Mark Gurman projects roughly $137–$140 billion in December-quarter revenue based on Apple’s latest guidance.
- Apple CFO Kevan Parekh told analysts the company expects overall holiday sales to rise 10%–12% year over year.
- Parekh said iPhone revenue should grow at a double-digit rate, framing it as Apple’s best iPhone quarter ever.
- Apple Stores are preparing an overnight reset around Nov. 11–12, a routine retail change that could align with seasonal merchandising or low-key product moves.
- Inventory for Apple TV and HomePod mini is running low in stores, which Gurman notes often precedes quiet refreshes, while recent iPhone 17 and M5 MacBook launches support demand despite broader economic pressure.