Apple’s first foldable iPhone Duo remains hard to get weeks after its October 23 launch. On the Q4 2026 earnings call, COO Sabih Khan said the device is constrained and shipments are expected to resume late January. CEO John Ternus called the Duo the most transformational iPhone since the original while reporting record September-quarter revenue of $114.5 billion, helped by early iPhone 18 Pro sales. Memory chip costs continue to squeeze margins heading into the holiday quarter.