Apple 3Q26 Earnings Review: The iPhone Is (Still) Being Underestimated

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

• Apple 3Q26 Earnings Review: The iPhone Is (Still) Being Underestimated

Last Friday, we began reviewing Apple's 3Q26 earnings. We will continue our Apple earnings discussion this week. Today’s update begins with how Apple’s 3Q26 results and 4Q26 guidance compared to Neil’s expectations. The discussion then turns to why Neil thinks consensus is still underestimating the iPhone. The update goes over Neil’s iPhone estimates for FY2027 and where the most likely source of upside to his iPhone estimates is found.

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