Jason Snell

speaker

8,527 appearances 14 recordings 1 series first heard May 2026 last heard 9 Sep

Jason Snell’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 14 in all, peaking in Jul 2026 with 4.

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MacBreak Weekly (Audio) · MBW 1036: Corn Is Just Corn - Apple's Q3 2026 Results · 4 Aug 2026 podcast

Record results with enormous success came out.

And the answer has a lot to do with just how the stock market works.

It's expectations.

There were a lot of people, there are a lot of headlines out there, some of which got changed actually as it went on, that said Apple stock falls based on disappointing China results and disappointing uh sales.

And the fact is the sales were not disappointing, and nor were the China results disappointing.

And the

Nor were the profit margins disappointing.

However, some analysts in Wall Street had gotten really excited about what they thought Apple was going to do and they overshot a little bit.

And the market follows the that kind of thing.

And so it's all about expectations.

And and so in the end, two things happened.

One is Apple didn't have results that were at the at what some analysts thought they would be, even though they were actually extremely good.

And so there's that.

It's just sort of like depending on how you want to view it and if you care about the stock price or not.

Um, and then the other thing is the future, right?

Because again, results are about the past and investors are about the future.

And Apple did also um talk about their concerns about supply, um, and and and a misforecasting of demand.

For me, I actually think the most interesting thing that came

out of this entire results because again, yeah, they're just throwing off a hundred billion in in revenue every quarter now.

It's bananas.

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