AAPL
Apple Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Apple has 53 disclosed suppliers and 19 disclosed customers in SEC filings. Named in filings as Apple App Store (21).
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−7.35%
vs ±3.2% implied · ×2.29
shaded = implied · ▲▼ = realized
SentenceFor fiscal years 2026, 2025, and 2024, we had one end customer, Apple Inc., who purchased through multiple contract manufacturers and represented approximately 91 percent, 89 percent, and 87 percent, of the Company's total net sales, respectively.
basisCRUS FY2026 revenue $2.0BAAPL FY2025 revenue $416BFY mismatch
SentenceIn the twelve months ended December 31, 2025, we derived 62% of our revenue and 61% of our total bookings from the Apple App Store, and 20% of our revenue and 21% of our total bookings from the Google Play Store.
basisDUOL FY2025 revenue $1.0BAAPL FY2025 revenue $416BFY mismatch
SentenceWe provide products to our largest end customer, Apple Inc. ("Apple"), through sales to multiple contract manufacturers, which in the aggregate accounted for 50% and 47% of total revenue in fiscal years 2026 and 2025, respectively.
basisQRVO FY2026 revenue $3.7BAAPL FY2025 revenue $416BFY mismatch
SentencePartner Direct revenue consists of license fees from multichannel video programming distributors ("MVPDs"), virtual MVPDs ("vMVPDs"), and digital distributor partners, including Comcast, Cox, Dish, Amazon Prime Video Channels, Apple Channel, The Roku Channel, Sling TV, and YouTube TV.
SentenceWe increasingly utilize third-party platforms, such as Apple's App Store, Google's Play Store, AI platforms and other digital channels, for the discovery and distribution of certain of our offerings, benefiting from the strong brand recognition and large user base of these platforms to attract new customers.
SentenceEntered into a long-term supply agreement with Apple Inc. (NASDAQ: AAPL) ("Apple"), for magnet production at Independence and the development and installation of scaled recycling capabilities at Mountain Pass, whereby Apple agreed to make prepayments in the aggregate amount of $200.0 million for the purchase of magnets;
SentenceHarperCollins derives its revenue from the sale and licensing of print and digital books to a customer base that includes global technology companies, traditional brick and mortar booksellers, wholesale clubs and discount stores, including Amazon, Apple, Barnes & Noble and Tesco, as well as from third-party distribution services.
Apple Inc.
345.14
Expected move
Inputs8Q avg ±2.5%·×1.50·rich
straddle ±4.0%
spot 344.63exp Nov 6ATM strike 345ATM straddle 16.35IV 43%