Descriptions:
Bloomberg Technology’s live program covers Apple’s fiscal Q2 2026 earnings results, which significantly beat expectations and sent the stock up roughly 3.5 standard deviations — its best single-day move in over a year. Apple guided for June-quarter revenue growth of 14–17%, driven by strong demand from affluent consumers and a supply chain that has proven more resilient than competitors. iPhone sales grew 20% globally, with gains across both developed and emerging markets. CEO Tim Cook flagged memory chip supply as a binding constraint on Mac shipments, while incoming hardware chief John Ternus briefly referenced a strong product roadmap without disclosing specifics.
The program also features an interview with Twilio CEO Khozema Shipchandler, who described Q1 2026 as one of the best quarters in the company’s history. Twilio’s voice channel grew 20% — its sixth consecutive quarter of accelerating growth — fueled by AI-driven voice agent workloads from startups building human-to-agent and agent-to-human communication pipelines. Shipchandler outlined Twilio’s ambition to evolve from a messaging and voice API into a full cross-channel orchestration platform enriched by LLM context.
Additional segments address hyperscaler capital expenditure trajectories and the role of AI demand in sustaining memory and compute spending cycles heading into the second half of 2026.
📺 Source: Bloomberg Technology · Published May 01, 2026
🏷️ Format: News Analysis
