Business · Companies · 36 mins ago
Apple posts record September-quarter revenue as iPhone and Mac sales rise
Apple reported record September-quarter revenue of $114.5 billion, up 12% from the same period a year earlier.
The results were the first earnings report led by CEO John Ternus, who took over from Tim Cook on September 1.
iPhone revenue rose 17% to $57.6 billion, even though the quarter included only eight days of iPhone 18 Pro sales.
Mac revenue climbed 24% to $10.8 billion, with Apple saying strong interest in AI helped demand for its computers.
Apple's first foldable iPhone, the Duo, is in short supply, and some delivery estimates extend into 2027.
Higher memory-chip costs are putting pressure on the company, while higher prices on several devices helped offset some of those costs.
Ternus said Apple is working to increase Duo supply, but the company cannot yet say when supply will meet demand.
Apple reported record September-quarter revenue of $114.5 billion, up 12% from a year earlier.
Net profit rose 12% to $30.71 billion.
The results were reported in John Ternus’ first earnings report as Apple’s CEO.
Apple said it expects December-quarter revenue to grow 7% to 10% year over year, making it the company’s best quarter for revenue if achieved.
The company cited constrained supply, including shortages of its new iPhone Duo, and higher memory costs.
- Who
- Apple, led by CEO John Ternus, reported the results.
- What
- Apple reported September-quarter revenue of $114.5 billion and net profit of $30.71 billion, both up 12% year over year.
- When
- The results were reported on November 2, 2026.
- Where
- Apple is based in Cupertino, California. The results covered the July-September period.
- Why
- The sources attribute revenue growth to strong sales, including record iPhone revenue and growth in China.
This story does not have two clearly opposing sides.
Apple recorded revenue of $114.5 billion and net profit of $30.71 billion for the September quarter.
Apple reported its fiscal fourth-quarter results and said it expects December-quarter revenue to grow 7% to 10% year over year.
- September-quarter revenue
- $114.5 billion, up 12% year over year
- September-quarter net profit
- $30.71 billion, up 12% year over year
- CEO
- John Ternus, delivering his first earnings report in the role
- China
- Biggest regional increase in revenue, according to Nikkei Asia
- December-quarter revenue outlook
- 7% to 10% year-over-year growth, according to Apple’s forecast
41 sources
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What people are saying
We expect this to be the best quarter for revenue in the history of the company.
We just want to make sure that users are aware of what they're giving access to.
Apple’s strong earnings come in the wake of a recent tech sell-off, as investors question the enormous cost and uncertain returns of the AI boom driven by Apple’s big tech counterparts