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Mac Mini + iPhone Save the Day (for now): Recapping Apple’s Actuals vs. Consensus

A full breakdown of results in Consensus context alongside our setup framework

Consensus Media's avatar
Consensus Media
Nov 02, 2026
∙ Paid

Mac revenues well ahead, iPhone beats by 2%. The rest? Not great. Also, they’re eating a bit more cash than expected… but certainly doing better with their ‘we hate AI and will never update Siri’ investment approach than their peers:

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