10-Q Change Sheet
Apple Inc. (AAPL)
Fiscal Q3 2026 · Quarter ended June 27, 2026 · filed July 31, 2026
Compared with FQ2 2026 10-Q (quarter ended Mar 28, 2026, filed May 1, 2026)
FQ3'26 10-Q (EDGAR)FQ2'26 10-Q (EDGAR)XBRL companyfacts
…the Company is experiencing a period of supply constraints and increasing costs for components driven by factors such as industry supply-demand imbalances for components, including advanced semiconductors, storage (NAND) and memory (DRAM)… Actions, such as price increases, that have been and may in the future be taken by the Company may not effectively mitigate these negative impacts…
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1 · Key XBRL figures — what changed
2 · Risk Factors — text changes vs last quarter
New standalone factor: component supply & “computing resources” — Apple acknowledges price increases NEW FACTOR
FQ3 promotes DRAM/NAND cost pressure to its own risk factor, states Apple “expects these trends to intensify,” and — for the first time — says the company has already taken “actions, such as price increases.”
Added in FQ3'26…the Company is experiencing a period of supply constraints and increasing costs for components driven by factors such as industry supply-demand imbalances for components, including advanced semiconductors, storage (NAND) and memory (DRAM)… Actions, such as price increases, that have been and may in the future be taken by the Company may not effectively mitigate these negative impacts…Part II, Item 1A
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