Reading Between the Lines of Apple’s 2Q26 Earnings Q&A With Analysts, Takeaways From Apple’s 2Q26 10-Q, Subscriber Q&A

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

• Reading Between the Lines of Apple’s 2Q26 Earnings Q&A With Analysts

• Takeaways From Apple’s 2Q26 10-Q

• Subscriber Q&A

Instead of just recapping the question and answer exchanges that occurred on Apple’s 2Q26 earnings call, we will go over Neil’s thoughts / response to each exchange. This will allow Neil to go beyond what was talked about on the call. The discussion then turns to the most interesting takeaways from Apple’s 2Q26 10-Q. The update concludes with the latest installment of subscriber Q&A in which Neil answers the following questions from Above Avalon Daily subscribers:

• Could Apple’s decision to slow down its buyback be due to concerns found with higher memory pricing?

• Why would Apple CEO succession lead to a dramatic shift in R&D spending plans? Wouldn’t Tim Cook have relied on John Ternus and others for advice and recommendations on what kind of investment pace was needed?

• Is Apple looking to invest in their own semiconductor fabrication plant?

• Are there any obvious Apple products that can be deemphasized following these Apple leadership changes?

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