Previewing Apple’s 2Q26: It’s All About Product Supply

Written By Neil Cybart

Today's Above Avalon Daily update includes the following story: 

  • Previewing Apple’s 2Q26: It’s All About Product Supply

Hello everyone.

Our attention will shift to Apple earnings. Apple will report FY2Q26 earnings on Thursday. Today’s update will kick off our earnings preview while tomorrow’s update (Wednesday PM) will include my granular estimates.

My updated Apple earnings model will also go live tomorrow (Wednesday PM) for those subscribed to Above Avalon Models (more information is available here).

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Neil Cybart
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Where Apple Is Headed