Apple FQ2 2026 Earnings Review
by asymco-admin
Join us live for a comprehensive review of Apple's FQ2 2026 Earnings Report by Horace Dediu during our May 2026 Asymco Office Hours.
What we’ll cover:
- The Q2 print: did Apple beat its own guidance? JPM thinks yes; Goldman forecasts $2.00 EPS.
- "Net cash neutral" & implications.
- The composition of 2.5B active devices. What changes when half the base is non-iPhone.
- The Ternus succession and what it means for the next decade.
- Whatever questions you bring.
📅 Friday, May 1, 2026 · 12:00pm ET / 9:00am PT
Asymco One subscribers can participate live:
Zoom link: https://us02web.zoom.us/j/87550652958
Not an Asymco One subscriber: Subscribe today & attend live.
Still not sure? Watch asymco.com/live for a livecast link.
The series so far:
- Mar 4, 2026 with Ben Bajarin: implications of Apple’s March 4 rollout.
- Apr 8, 2026: with Gene Munster: China concentration, AI narrative shift, hardware → services → Personal AI.
- May 1, 2026: fiscal Q2 results & succession.
Office Hours is a benefit of Asymco One. Recordings and transcripts are archived for Asymco One subscribers only.
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