Tim Cook Warns Against Trying to Interpret Supply Chain Order Rumors

timcookTim Cook broadly addressed recent rumors that Apple may have cut iPhone 5 orders on weak demand. That particular rumor gained significant attention, resulting in a notable dip in Apple's stock price.

Cook was careful not to address any particular rumor, but warned against trying to interpret single data points, even if they happened to be accurate:

Months of rumors about order cuts and so forth, so let me take a moment to comment on these. No comment on any particular rumor.

I suggest its good to question the accuracy of any kind of rumor about build plans. Even if a particular data point were factual, it would be impossible to interpret that data point as to what it meant to our business. The supply chain is very complex and we have multiple sources for things. Yields can vary, supplier performance can vary. There is an inordinate long list of things that can make any single data point not a great proxy for what is going on.

Cook made the comments during today's Q1 Results conference call.

Popular Stories

iPhone 17 Pro in Hand Feature Lowgo

iPhone 17 Pro to Reverse iPhone X Design Decision

Monday July 7, 2025 9:46 am PDT by
Since the iPhone X in 2017, all of Apple's highest-end iPhone models have featured either stainless steel or titanium frames, but it has now been rumored that this design decision will be coming to an end with the iPhone 17 Pro models later this year. In a post on Chinese social media platform Weibo today, the account Instant Digital said that the iPhone 17 Pro models will have an aluminum...
iOS 26 Feature

Everything New in iOS 26 Beta 3

Monday July 7, 2025 1:20 pm PDT by
Apple is continuing to refine and update iOS 26, and beta three features smaller changes than we saw in beta 2, plus further tweaks to the Liquid Glass design. Apple is gearing up for the next phase of beta testing, and the company has promised that a public beta is set to come out in July. Transparency In some apps like Apple Music, Podcasts, and the App Store, Apple has toned down the...
apple wallet drivers license feature iPhone 15 pro

Apple Says iPhone Driver's Licenses Will Expand to These 8 U.S. States

Tuesday July 8, 2025 11:26 am PDT by
In select U.S. states, residents can add their driver's license or state ID to the Wallet app on the iPhone and Apple Watch, providing a convenient and contactless way to display proof of identity or age at select airports and businesses, and in select apps. Unfortunately, this feature continues to roll out very slowly since it was announced in 2021, with only nine U.S. states, Puerto Rico,...
iphone 16 pro ghost hand

5 Reasons to Skip This Year's iPhone 17 Pro

Thursday July 10, 2025 4:54 am PDT by
Apple will launch its new iPhone 17 series in two months, and the iPhone 17 Pro models are expected to get a new design for the rear casing and the camera area. But more significant changes to the lineup are not expected until next year, when the iPhone 18 models arrive. If you're thinking of trading in your iPhone for this year's latest, consider the following features rumored to be coming...
apple account card feature

Apple Account Card Expanding to More Countries

Tuesday July 8, 2025 7:34 pm PDT by
Apple is expanding the ability to add an Apple Account Card to the Wallet app to more countries, according to backend Apple Pay changes. With iOS 15.5, Apple updated the Wallet app to allow users to add an Apple Account Card, which displays the Apple credit balance associated with an Apple ID. If you receive an Apple gift card, for example, it is added to an Apple Account that is also...
iPhone 17 Pro in Hand Feature Lowgo

Leaker Reveals Amount of RAM in iPhone 17 Through iPhone 17 Pro Max

Wednesday July 9, 2025 8:08 am PDT by
Three out of four iPhone 17 models will feature more RAM than the equivalent iPhone 16 models, according to a new leak that aligns with previous rumors. The all-new iPhone 17 Air, the iPhone 17 Pro, and the iPhone 17 Pro Max will each be equipped with 12GB of RAM, according to Fixed Focus Digital, an account with more than two million followers on Chinese social media platform Weibo. The...
iphone 16 pro models 1

Here's How the iPhone 17 Pro Max Will Compare to the iPhone 17 Pro

Saturday July 5, 2025 1:00 pm PDT by
Apple should unveil the iPhone 17 series in September, and there might be one bigger difference between the Pro and Pro Max models this year. As always, the Pro Max model will be larger than the Pro model:iPhone 17 Pro: 6.3-inch display iPhone 17 Pro Max: 6.9-inch displayGiven the Pro Max is physically larger than the Pro, it has more internal space, allowing for a larger battery and...
imac video apple feature

Apple Launching These 15+ Products Later This Year

Sunday July 6, 2025 8:05 am PDT by
The calendar has turned to July, meaning that 2025 is now more than half over. And while the summer months are often quiet for Apple, the company still has more than a dozen products coming later this year, according to rumors. Below, we have outlined at least 15 new Apple products that are expected to launch later this year, along with key rumored features for each. iPhone 17 Series iPho...

Top Rated Comments

applesith Avatar
163 months ago
Analysts buy on rumors of unreal expectations.

WSJ picks up article by analysts with misinformation. Stock drops.

There is no accountability in the media anymore. It's a sham. The media chooses who they want to win regardless of the facts and what is actually happening.
Score: 15 Votes (Like | Disagree)
Dwalls90 Avatar
163 months ago
*cough* wall street journal *cough*
Score: 8 Votes (Like | Disagree)
Mike Valmike Avatar
163 months ago
Analysts,

Please continue to beat up on AAPL and drive its price back down into the double digits or lower. I need to buy a whole truckload of the stuff before they announce their television set and the market blows it up to over $1000/share. Daddy needs a new Acura next year.

Thank you,
Every investor with a clue about Apple ever

/how anyone can look at that P/E ratio and call it an underperform makes me wonder if crack cocaine is just legal on Wall Street these days or something
Score: 6 Votes (Like | Disagree)
neiltc13 Avatar
163 months ago
So basically he is asking the shareholders to maintain blind faith in the face of disappointing results.

There's no smoke without fire.
Score: 6 Votes (Like | Disagree)
Bubba Satori Avatar
163 months ago
Damage control isn't nearly as cool as insanely great.

Tim needs to get back to his old job interfacing with the UPS logisitics guy
and Apple needs to find somebody with some vision and passion.

Just sayin'.

Score: 3 Votes (Like | Disagree)
koban4max Avatar
163 months ago
bottom line: why are we concern about apple's business? that's their business...
Score: 2 Votes (Like | Disagree)