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Apple warns of deepening supply constraints as App Store gaming softens

7/31/2026

Supply constraints at Apple (AAPL) are set to worsen materially between quarters, and the warning came from the company's own finance leadership.

The chief financial officer, speaking on an earnings conference call, said Apple expects those constraints to increase significantly from the June quarter to the September quarter.

iPhone, Mac, and iPad were all named as affected product lines. The same call surfaced a second signal: softness in mobile gaming revenue inside the App Store.

Three hardware lines, one quarter The CFO named three distinct product lines: iPhone, Mac, and iPad.

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