Apple’s 2Q26 In Three Charts

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

• Apple’s 2Q26 In Three Charts

Hello everyone. Welcome to a new week. We will continue our Apple 2Q26 earnings review by focusing on three data points that did a great job of telling the subplots underpinning the quarterly numbers. The iPhone was responsible for 60% of Apple’s revenue growth, the Mac is on track to see the strongest unit sales growth of any Apple product category, while R&D expense as a percent of revenue reflects change in the air.

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