Apple Sales Meet Estimates, China Is a Weak Spot
Channel: Bloomberg Television
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Read a transcript preview of “Apple Sales Meet Estimates, China Is a Weak Spot” from Bloomberg Television, uploaded on 2026-11-02.
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Language: English (creator captions)
[0:00] Mark. We keep reading everything you've got on
[0:02] the blog. I don't know how he's doing it.
[0:03] He's live blogging, he's on TV, he's on radio.
[0:06] It is. It is digital doing it all.
[0:07] Maybe it's his digital twin. No.
[0:08] It's really that's really Mark Gurman, I think.
[0:11] Yeah, just down about 3/10 of a percent here in the aftermarket.
[0:14] Um, where should we go? Where should we start when it comes to
[0:16] the Apple story right now? Well, let's let me give the backdrop.
[0:20] No regular iPhone 18. The iPhone 18 Pro is the most minor
[0:24] European upgrade we've seen in a long time.
[0:27] Nobody can find an iPhone duo, no iPhone air two.
[0:31] All the major fall products the MacBook Pro with touch, the Home View, the
[0:36] HomePod mini, the Apple TV, the All That iPad.
[0:38] None of them launch until the holiday quarter get they still beat and they
[0:44] beat because of the iPhone 18 Pro. Uh, likely.
[0:47] Also from continued demand for the iPhone 17 Pro, Promax and all the
[0:51] carrier deals you saw, uh, earlier in the quarter.
[0:54] Uh, so this is a phenomenal report for Apple.
[0:56] The big news, which I think will be phenomenal is the guidance, uh, for the
[1:00] December quarter, Given the backdrop of everything I explain, it all comes down
[1:03] to how the iPhone do what was going to perform.
[1:06] Uh, and so far, uh, the iPhone duo supply is very difficult to understand.
[1:11] New pre-orders didn't come. Uh, aren't launching until the end of
[1:15] January for many buyers. You can't get them at retail stores
[1:17] right now unless you're in I bought. Uh, so I'll be interested to see the
[1:21] commentary th