Seth Fiegeman

They normally in the last half a decade or so since the beginning of COVID haven't really given guidance.

But for this holiday quarter, they're back to that.

So they said that the quarter would grow 10 to 12 percent.

That's the current quarter of the holiday period.

And that comes in anywhere between around one hundred and thirty five to one hundred and thirty nine billion.

Typically, when they've given guidance in the past, they've been conservative.

So they like to sort of smash through that.

And so you can imagine that

that internally they're aiming for something north of 140 billion, which obviously would be quite impressive given where they've been the last few years.

Yeah, there's a lot going on.

You're going to see a series of M5-related updates to the Mac, things like the Mac Mini, the Mac Studio, the MacBook Air, and the MacBook Pro across the first nine months or so of 2026.

You'll see a foldable iPhone at the end of 2026.

perhaps the introduction of the smart glasses at the end of 2026.

The first three, four, five months of 2026 are going to be chock full of things pushing to smart home devices, that HomePod with the display, the MacBook Pro and MacBook Air I mentioned, a ton of things on the software side related to Siri.

So it's going to be a pretty jam-packed year for 2026.

And then you go into 2027 where you're going to see even more major leaps and bounds when it comes to hardware.

You know, Apple's biggest challenge right now is retaining talent, specifically for its AI division, its machine learning folks.

They're bleeding talent to places like Meta, to Anthropic, to XAI.

It's been very difficult for them to hold on to people because Siri, really, it has a really bad reputation.

One of the big things they're going to be doing for Siri to improve it is using a custom model developed by Google's Gemini team.