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# Evening Scan
- URL: https://adjacent.media/scan/2026-11-03-pm/
- Published: 2026-11-04T00:18:18.000Z
- Updated: 2026-11-04T00:18:18.000Z
- Description: Apple’s record fiscal 2026 wrap was the day’s big print, but the live wire was Ternus’s first earnings call as CEO, where “opportunities” with third-party AI apps got hinted at and not much else.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Apple's record fiscal 2026 wrap was the day's big print, but the live wire was Ternus's first earnings call as CEO, where "opportunities" with third-party AI apps got hinted at and not much else. Elsewhere, the memory crunch keeps taking it out on hobbyist hardware, and the Gulf is idling until Americans finish voting.

> **$385** — the new price of a 16GB Raspberry Pi 5, more than triple its launch price. *(The Register)*

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#### [Apple Announces Record $114.5B Fourth-Quarter Results](https://sixcolors.com/post/2026/11/apple-announces-record-114-5b-fourth-quarter-results/?ref=adjacent.media)

Revenue up 12 percent in John Ternus's first quarter as CEO, which is one way to avoid awkward questions on the way in. *(Daring Fireball / Six Colors)*

#### [Apple may try to increase revenue by doing…something with third-party AI apps](https://techcrunch.com/2026/11/02/apple-may-try-to-increase-revenue-by-doing-something-with-third-party-ai-apps/?ref=adjacent.media)

The earnings call hinted at "opportunities" without defining them, so developers should probably start checking their App Store margins. *(TechCrunch)*

#### [Raspberry Pi hikes prices again, barely a month after the last round](https://www.theregister.com/personal-tech/2026/11/03/raspberry-pi-hikes-prices-again-barely-a-month-after-the-last-round/5307004?ref=adjacent.media)

The "$35 computer" is now a distant memory as the memory crunch keeps squeezing the hobbyist end of the market. *(The Register)*

#### [Gulf Hotels' Peak Season Stalls as Travelers Wait Out the U.S. Midterms](https://skift.com/2026/11/03/gulf-hotels-peak-season-stalls-as-travelers-wait-out-the-u-s-midterms/?ref=adjacent.media)

Bookings for the region's busiest quarter are on hold until the votes are counted, and with airlines still staying away, some operators are getting nervous. *(Skift)*

#### [Google severs ties with and bans Android TV box maker Videostrong](https://9to5google.com/2026/11/02/google-android-tv-box-backdoor-shut-down/?ref=adjacent.media)

Palate cleanser, sort of: Google says the maker deliberately preloaded malware to run the XCPE botnet, so check what's plugged into your living room. *(9to5Google)*