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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

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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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    January 31, 2026 at 4:21 pm

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  16. @KlausRoberts-m2c

    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

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  21. @JanetEllington-w5h

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    January 31, 2026 at 4:23 pm

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  24. @JhonLopez-t2c

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  25. @BanellyLemaster

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    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

Anthropic Files for IPO in Global Race to Raise Cash for AI

Anthropic filed for its long-awaited IPO, a landmark moment in an industry that is growing ever-hungrier for cash to power ahead. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get the latest in tech from Silicon…

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Anthropic filed for its long-awaited IPO, a landmark moment in an industry that is growing ever-hungrier for cash to power ahead. Ed Ludlow reports.
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Bloomberg Technology

Anthropic Drops Its S-1, Giving Market Glimpse Into Finances

Bloomberg’s Ed Ludlow takes a look at Anthropic’s regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic’s revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo…

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Bloomberg’s Ed Ludlow takes a look at Anthropic’s regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic’s revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo Ventures and Byron Deeter from Bessemer Venture Partners discuss what they think happens next for the AI market.

00:00:00 – Bloomberg Tech Begins
00:00:45 – Shirin Ghaffary & Sridhar Natarajan on Anthropic IPO filing
00:06:03 – Gil Luria, DA Davidson on Anthropic’s cost of compute
00:15:06 – Lori Keith, Parnassus Investments on Anthropic Investments
00:21:01 – Sarah Frier on Meta raising money for AI spending
00:23:31 – Brody Ford on Microsoft offering buyouts to 60,000 workers
00:24:47 – Natasha Mascarenhas on Anthropic funding details
00:27:47 – Rohit Kulkarni, Burnham Park on Anthropic IPO filing
00:34:20 – Byron Deeter, Bessemer Venture Partners on Anthropic
00:41:58 – Rachel Metz, Bloomberg News
00:44:13 – Matt Murphy, Menlo Ventures on Anthropic IPO
——–
“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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Bloomberg Technology

Anthropic IPO Is the “One We’ve Been Waiting For”: Bessemer’s Deeter

Anthropic’s IPO will finally give public market investors a chance to get into the software side of AI, says Byron Deeter, partner at Bessemer Venture Partners. Bessemer first invested in Anthropic during its Series D, and Deeter explains the impact Anthropic going public will have on limited partners. He joins Ed Ludlow on “Bloomberg Tech”.…

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Anthropic’s IPO will finally give public market investors a chance to get into the software side of AI, says Byron Deeter, partner at Bessemer Venture Partners. Bessemer first invested in Anthropic during its Series D, and Deeter explains the impact Anthropic going public will have on limited partners. He joins Ed Ludlow on “Bloomberg Tech”.
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