Earnings history

last 4 reports each · paired by recencyMethod

AAPL

1 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 3 '26±4.0%−1.90%×0.47

Jul 31 '26±3.2%−7.35%×2.28

May 1 '26±3.3%+3.24%×0.97

Jan 30 '26±3.8%+0.46%×0.13

SMCI

3 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 4 '26±12.3%−5.70%×0.46

Aug 12 '26±12.8%+19.02%×1.48

May 6 '26±12.4%+24.54%×1.98

Feb 4 '26±11.4%+13.78%×1.21

= impliedAAPL realized, solidSMCI realized, hatchedOne scale, both sides: full bar = 25%× = |realized| ÷ impliedSource: market data

AAPL compared with SMCI: revenue, margins and what each company keeps, and the suppliers and customers both name