Demand for iPhone, Mac and iPad exceeds expectations, helping Apple set a revenue target of up to 158 billion USD in the fourth quarter of 2026!

Apple forecasts that the fourth quarter of 2026 will become the quarter with the highest revenue in the company's history. However, increasing RAM prices, component shortages and macroeconomic fluctuations may put pressure on the company's profit margins in the year-end period.

During the business results announcement meeting on November 2, Apple Chief Financial Officer Kevan Parekh said the company expected this year's fourth quarter revenue to reach a record high. This forecast was made after Apple recorded record business results in the third quarter of 2026, with iPhone and Mac sales growing, while the services segment reached its highest level ever.

According to forecasts, Apple's revenue in the year-end shopping quarter will reach from 153.82 billion USD to 158.13 billion USD, equivalent to about 4.06 to 4.17 million billion VND. This figure is about 10 to 14.4 billion USD higher than the same period last year. The growth driver comes not only from hardware but also from the service segment, with revenue expected to increase from 8% to 9%.

Despite the positive revenue outlook, Apple admits it is facing many supply challenges. Demand for the new Mac, iPad and iPhone Duo line far exceeded expectations, leaving inventory insufficient to satisfy the market. This shortage could continue to impact the company's ability to generate revenue through December.

Besides, the sharp increase in RAM prices is putting pressure on Apple's profit margins. The company also said that macroeconomic factors are difficult to predict, in which exchange rate fluctuations are considered one of the biggest obstacles that need to be resolved.

Apple expects gross profit margin in the fourth quarter of 2026 to reach from 45% to 46%, while operating costs are in the range of 20.4 to 20.8 billion USD, equivalent to about 539,000 to 549,000 billion VND.

Thus, despite facing the highest revenue prospect in history, Apple still faces the problem of balancing market demand, component costs and the ability to maintain profits in the context of memory supply continuing to be under pressure.