John Ternus says Apple expects memory costs to increase into December and beyond; Apple's inventory grew to $14.54B in Q4, up 31.1% QoQ and 154.3% YoY (Sarah Perez/TechCrunch)
Executive John Ternus noted that the tech giant anticipates memory component pricing will continue climbing into December and beyond. This projection arrives alongside notable shifts in Apple's operational expenses and inventory footprint. Company inventory swelled significantly during the fourth quarter to hit $14.54 billion. That final figure reflects a sharp 31.1% quarterly increase alongside an enormous 154.3% jump year over year.
Key points
Hardware executive John Ternus warned that memory component prices are projected to rise…: Hardware executive John Ternus warned that memory component prices are projected to rise over extended quarters.
Apple's total inventory expanded dramatically, surging 154.3% when measured against the s…: Apple's total inventory expanded dramatically, surging 154.3% when measured against the same period last year.
The company faces escalating operational expenses alongside rapid expansions in its suppl…: The company faces escalating operational expenses alongside rapid expansions in its supply and inventory reserves.
Sources checked by our analysis pipeline: 1
Apple: |
Marcus Mendes / 9to5Mac: |
Bailey Lipschultz / Bloomberg: |
Ashley Capoot / CNBC: |
Yasutaka Tamura / Bloomberg: |
Rikiya Takehi: |
Aaron Tilley / The Information: |
Anhata Rooprai / Reuters: |
Bruno Ferreira / Tom's Hardware: |
Bloomberg: |
Julie Bort / TechCrunch: |
Washington Post: |
Wall Street Journal: |
Siladitya Ray / Forbes: |
Ivan Mehta / TechCrunch: |
Samantha Subin / CNBC: |
Jason Shubnell / The Block: |
Kelly Cloonan / Wall Street Journal: |
OpenAI: |
Marina Temkin / TechCrunch: |
Charlotte Klein / New York Magazine: |
Liam Proven / The Register: |
Samantha Kelly / Bloomberg: |
Matt Burgess / Wired: |
Debby Wu / Bloomberg: |
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