# Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

An episode of [Bloomberg Intelligence](https://invisiblenetwork.ai/podcast/326301337), 30 Jul 2026, 10 min.

Audio: https://podtrac.com/pts/redirect.mp3/tracking.swap.fm/track/UVBrz8bN8aM2Xe47PEPu/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/7f534b8c-9e91-429a-b102-ae3c00090c6d/2a059c07-8c49-4a63-9418-b4970169c2ed/audio.mp3?utm_source=Podcast&in_playlist=0ad812bf-fd15-4012-a18c-ae3c00090c76

Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will rise 9% to 11% in the fiscal fourth quarter, which runs through September, the company said on a post-earnings conference call Thursday. Analysts had estimated growth of more than 12%. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: • Ed Ludlow, Bloomberg Tech co-host • Anurag Rana, Bloomberg Intelligence Senior Technology Analyst • Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech See omnystudio.com/listener for privacy information.

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