Apple Posts Record $114.5B Q4; Ternus Says Duo Supply Still Constrained
Apple’s first earnings under CEO John Ternus: September-quarter records for revenue, iPhone, and EPS, with Ternus telling Reuters Duo supply has no clear catch-up date.
Apple’s Fiscal 2026 R&D Hits Record $45.77B, Up 32%
Apple’s fiscal 2026 R&D hit a record $45.77 billion, up 32% year over year, faster than 15% revenue growth, with the 10-K citing AI infrastructure and headcount.
Apple Sends Mercenary Spyware Threat Alerts in 99 Countries; German Lawmakers Warned
Apple warned users in 99 countries of possible mercenary-spyware targeting; Germany’s BSI says Bundestag members got alerts and should assume devices may be compromised.
iPhone Duo Missing Display Zoom After Setup, Apple Support Says Erase to Change
MacRumors confirms Display Zoom is absent from Settings on iPhone Duo running iOS 27.2; Apple Support told one owner the only fix is erase and set up again.
HomeView Software Strings Point to HomeKit Secure Video Camera Mode
HomeView Software 27.2 strings suggest the hub’s built-in camera could run as a HomeKit Secure Video camera, with Off, Detect Activity, Stream, and Stream & Allow Recording modes plus home, away, and asleep schedules.
Counterpoint: iPhone 18 Pro Sales Surge in China, Offset U.S. and Japan Declines
Counterpoint says combined iPhone 18 Pro and Pro Max sales rose 3.1% in the first three weeks, with China up 29% while the U.S. fell 4% and Japan fell 27%. The window ends before Duo launch.
HomeView Software 27.2 Preview Shows Wallpapers, Faces, and a New Launcher
Apple released HomeView Software 27.2 ahead of the Nov. 13 launch. Early builds show 20 wallpapers, face editing, Control Center, Snoopy animations, and a BreadBoard launcher instead of SpringBoard.
Apple Announces Apple Intelligence Coming to China With iOS 27.3, Partners With Alibaba on Qwen
Apple's China Newsroom says first-wave Apple Intelligence features begin developer testing November 4 and ship publicly with iOS 27.3 in December. Siri AI stays out; Alibaba's Qwen plugs into Siri, Writing Tools, and Visual Intelligence.
Apple Alerts Stores to iPhone Duo Display Cracking in Internal Memo
MacRumors reports Apple sent technicians at Apple Stores and AASPs guidance on diagnosing and replacing Duo units with the inner-display crack issue.
WSJ: Flash Suppliers Are 'Getting Their Revenge' as AI Demand Crowds Out Apple
MacRumors reports on a Wall Street Journal story: hyperscaler AI demand has flipped NAND leverage, cutting Apple's storage-upgrade margins and sustaining product price hikes.
Samsung Canada Mocks iPhone Duo Display Cracks in Galaxy Z Fold8 Campaign
Samsung Canada posted Instagram ads highlighting the bright line some iPhone Duo owners report on the inner display, pitching the Galaxy Z Fold8 as the switch.
EC filing: Apple can hire from Ascend.io, license its IP, and take certain patents
The DMA notice covers hiring rights, a non-exclusive IP license, and certain patent assignments — not a blanket company purchase. Ascend is winding down; Apple has not announced product plans.
TrendForce: PROLED MacBook Pro Could Ship 1.2–1.5 Million Units in 2027
TrendForce forecasts Apple’s PROLED MacBook Pro could ship 1.2–1.5 million units in 2027, with premium pricing tempering near-term upgrades while OLED laptop shipments are expected to grow more than 40% again that year.
Gurman: Apple Sent Most Initial iPhone Duo Inventory to Stores
Gurman says Apple put roughly 80% of initial iPhone Duo inventory in retail stores — as few as about 50 units at typical locations and up to around 250 at flagships — helping explain why online pre-orders slipped to late January while many launch-day walk-ins still got a phone.
