Apple held its earnings call for the fourth fiscal quarter of 2026 today, and it was Apple CEO John Ternus’ first earnings call in his new role. He had Apple CFO Kevan Parekh on hand, and he brought in Chief Operating Officer Sabih Khan. The trio covered iPhone Duo sales, Siri AI, and increasing memory costs, among other topics. iPhone Duo After the earnings release, Ternus told Reuters that Apple isn’t able to meet demand for the iPhone Duo, and there’s no word on when supply/demand balance will be reached. Ternus also acknowledged display issues and said a “very small percentage” of units have been returned. iCloud+ Ternus reiterated Apple’s plans to add usage limits on server-side AI features like Siri AI and photo editing. Users who need more capacity will be able to purchase expanded access, but there’s still no pricing information or details on the limits included with each iCloud+ plan. When asked about token consumption, Parekh said it’s still early days on how much is done on-device vs. with Private Cloud Compute. The mix of [on-device and cloud Siri] is very early days, and so it’s hard to predict exactly what the mix of those costs are going to look like. Obviously, on device, you know, it’s very very efficient. No real costs associated with that. But on the server side, we have some inference costs. I think again, we’ve just recently launched it and made it available to more users. And so we’re in the very very early stages of understanding the kind of mix of those costs, as well as further requirements we might have on the compute side.…
9to5Mac Daily: November 2, 2026 – What’s next for the Mac and iPad
9to5mac.com — 2026-11-02T22:40:40+00:00
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