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Apple Gives Upbeat Forecast, Warns of Rising Costs

Apple delivered record quarterly sales over the holiday season and forecast continued strong demand, but the company also warned about the impact of the rising costs of components. Richard Kramer, senior analyst at Arete Research, discusses Apple’s results with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology…

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Apple delivered record quarterly sales over the holiday season and forecast continued strong demand, but the company also warned about the impact of the rising costs of components. Richard Kramer, senior analyst at Arete Research, discusses Apple’s results with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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40 Comments

40 Comments

  1. @bbenchmark_1909

    January 30, 2026 at 2:28 pm

    How cost go down when the manufacture almost none of their essential hardware parts? Tell me you want to be Android without telling me.

    • @XKeyscore124

      January 30, 2026 at 4:30 pm

      Huh why would they? Lol they are absolutely dominating the market without even having a decent AI.

    • @bbenchmark_1909

      January 30, 2026 at 4:35 pm

      ​@XKeyscore124because of their loyal customer base, fact is they’re dependent on Samsung. People and market dynamics change and that’s the threat to Apple long term.

    • @XKeyscore124

      January 30, 2026 at 5:46 pm

      @bbenchmark_1909its a deep two way dependency. Apple have other suppliers for panel, nand and ram but yes Samsung have the latest and better yields. Samsung would lose massive revenue without apple. They make more money supplying apple than with selling their own smart phones and tablets.

    • @dovmerrill804

      January 30, 2026 at 10:22 pm

      @bbenchmark_1909Here’s someone saying the exact same “dissertation” as someone from 1993 or 1994. Your position is Economics 101, and eventually all companies’s customers shift or move on, even if it takes 150 years, like it has for some classic beverage and food companies. Apple is more dependent on Samsung than I would like to see, like in OLED screens (although they have some other suppliers for those now – the foldable screen will be Samsung, but if the demand grows for that product, Apple will add other suppliers) and memory or storage chips. We’ve seen Apple make cell modem and WIFI chips, so we’ll see what they decide to do (or not do) regarding Samsung, Hynix, Micron etc. Of course, Apple haters have been around for 50 years, predicting their “doom tomorrow, next month, or next year”. Frankly, who really cares? Just buy a different company’s products and “your good to go”.

  2. @Jnr-x97

    January 30, 2026 at 2:36 pm

    What happened? China introduced a smartphone subsidy, that’s what happened. It’s a shame these analysts don’t know more.

    • @Needglory23

      January 30, 2026 at 3:58 pm

      The subsidy was good for Android and local Chinese phone companies. They chose to buy the IPhone instead…

    • @Jnr-x97

      January 30, 2026 at 4:21 pm

      @Needglory23 Subsidy also applies to Apple.

    • @dovmerrill804

      January 30, 2026 at 10:27 pm

      @Jnr-x97Well, without knowing it, you just answered your own question, and deflated your own argument in the process. The Chinese “subsidy” apparently applied to any Chinese citizen buying a cell phone. Sure, Apple benefited with 38% China revenue growth because of it. But what about the other (Chinese and South Korean) cell phone makers? How much revenue growth did they see due to the subsidy?

  3. @kriniokrinio2234

    January 30, 2026 at 4:11 pm

    Donald Trump ist der beste Präsident der Welt ❤

    • @theUpriser2.0

      January 30, 2026 at 4:25 pm

      Greenland, then Germany next. You’re gonna love em real good soon 😂😂😂

    • @markdc1145

      January 30, 2026 at 6:39 pm

      Wie bitte??

    • @dovmerrill804

      January 30, 2026 at 10:05 pm

      Spoken like a true died-in-the-wool National Socialist.

  4. @theUpriser2.0

    January 30, 2026 at 4:26 pm

    Rising costs they say.

    They’re the ones milking the public, causing inflation, then talk of rising costs.

  5. @josemartins-game

    January 30, 2026 at 7:56 pm

    Nonsenses

  6. @MisterKN

    January 30, 2026 at 10:14 pm

    ipad revenue greater than Mac blew me away

  7. @mil546

    January 31, 2026 at 1:21 am

    Rising prices is true. Prices are going up on everything.

  8. @mehdiadlany

    January 31, 2026 at 7:18 am

    Apple already has the most expensive RAM/storage upgrade. 200 bucks for each increment is already exorbitant. May Apple incur loss of sales if they try to milk consumers even more!

  9. @2Cannonball

    January 31, 2026 at 10:54 am

    Tesla: Warns of zero profits on the horizon 😂 and bankruptcy but you don’t care 😂

  10. @DagobertoWalkin

    January 31, 2026 at 4:21 pm

    Set up my XA80B wallet—process smooth. Project feels polished and ready.

  11. @LeonardoGoddard-q2t

    January 31, 2026 at 4:21 pm

    Just grabbed 60K $XA80B tokens today. Thanks for the last vid tip!

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    January 31, 2026 at 4:21 pm

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    January 31, 2026 at 4:21 pm

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    I was wrong on XA80B—25×-50× potential from here. 👍

  15. @HugetteRicketts

    January 31, 2026 at 4:21 pm

    BTC crashing—swap to XA80B while you can.

  16. @KlausRoberts-m2c

    January 31, 2026 at 4:22 pm

    Just grabbed 60K $XA80B tokens today. Thanks for the last vid tip!

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    January 31, 2026 at 4:22 pm

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  18. @DougValenti-s3p

    January 31, 2026 at 4:22 pm

    Grabbed 60k $XA80B coins today. Up 600% from your last video. If it hits ATH, 1200%.

  19. @RandolphGraber

    January 31, 2026 at 4:22 pm

    Hi, can you do Q1 2026 market analysis for XA80B coin? Think it’s the #1 mover after Ethereum.

  20. @EnrightobrienChavis

    January 31, 2026 at 4:22 pm

    Peter Schiff says Bitcoin’s finished—my signal to load XA80B.

  21. @JanetEllington-w5h

    January 31, 2026 at 4:22 pm

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    January 31, 2026 at 4:23 pm

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    January 31, 2026 at 4:23 pm

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  24. @JhonLopez-t2c

    January 31, 2026 at 4:23 pm

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  25. @BanellyLemaster

    January 31, 2026 at 4:23 pm

    Still holding ADA? Switch to XA80B—it’s the future.

  26. @LychotaSanches

    January 31, 2026 at 4:23 pm

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    January 31, 2026 at 4:23 pm

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  28. @BetsySeale-z2i

    January 31, 2026 at 4:23 pm

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  29. @RaimundoIvanna

    January 31, 2026 at 4:23 pm

    Peter Schiff says Bitcoin’s finished—my signal to load XA80B.

  30. @nhango4073

    February 1, 2026 at 1:22 pm

    Apple’s quality is better than competitors always…

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Bloomberg Technology

From OpenAI to Discovery Loop: Khosla’s Next AI Bet

Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also…

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Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also discusses why soaring technology valuations are forcing venture investors to rethink what “seed stage” even means. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Meta Safety Trial Could Reveal What Zuckerberg, Others Knew

Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the…

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Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the biggest consequence may not be the potential financial penalty, but what internal documents reveal about what Meta knew and when. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic Preps for Blockbuster Public Listing | Bloomberg Tech 8/21/2026

Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as…

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Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as the chipmaker reports earnings next week.

00:00:00 – Bloomberg Tech Begins
00:00:59 – Shirin Ghaffary & Liana Baker, Bloomberg News
00:05:55 – Sarah Frier, Bloomberg News
00:08:23 – Ryan Gould, Bloomberg News
00:11:59 – Erika Klauer, Science and Technology Partners
00:18:07 – Brody Ford, Bloomberg News
00:19:49 – Peter Elstrom, Bloomberg News
00:23:41 – Mary Anne Franks, George Washington University Law School
00:29:49 – Ryan Vlastelica, Bloomberg News
00:32:41 – Samir Kaul, Khosla Ventures
00:41:02 – Kunjan Sobhani, Bloomberg Intelligence
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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