Apple's Cheap AI Bet Is Paying Off Big [Seeking Alpha]
Apple Inc. (AAPL)
Last apple inc. earnings: 4/30 04:30 pm
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Source: Seeking Alpha
Those reports were refuted, but it shows how investors should look towards Apple's resilient management. The iPhone company is executing a unique, ROI-focused AI strategy centered on hardware, ecosystem integration, and privacy, rather than headline-grabbing frontier models. Apple's installed base grew 8.7% to 2.5B, with iPhone sales up 23% last quarter, supporting record-high gross margins projected to reach 48–49%. Despite spending just ~3% of revenue on capex and 8.5% on R&D, Apple delivers a 68% ROIC, outpacing most Magnificent 7 peers. I see mid-teens upside in AAPL shares as markets reward its fourfold acceleration in top-line, gross profit, EPS, and ROIC ahead of WWDC '26. ANA LEBIODIENE/iStock via Getty Images Investment Thesis It would surprise many, but Apple Inc. ( AAPL ) has actually been exceedingly good at delivering the promise of AI. The iPhone maker is not delivering AI in the typical fashion that the
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AAPL
Earnings
- 1/29/26 - Beat
AAPL
Sec Filings
- 4/3/26 - Form 4
- 4/3/26 - Form 4
- 4/3/26 - Form 4
- AAPL's page on the SEC website