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Management Guidance Summary

Short-Term (Q2 FY2026, Jan-Mar 2026)

  • Revenue: $107.8-110.7B (+13-16% YoY), well above consensus of $104.8B
  • Gross Margin: 48-49% (stable to slightly improving)
  • Operating Expenses: $18.4-18.7B (elevated due to AI R&D)
  • Tax Rate: ~17.5%
  • Key commentary: iPhone supply remains constrained; "difficult to predict when supply and demand will balance" (Cook). Memory costs expected to pressure margins more in Q2.

Long-Term (Full Year / Multi-Year)

  • Revenue trajectory: Double-digit growth driven by iPhone 17 cycle, Services momentum, and emerging market expansion
  • Margin trajectory: Stable to expanding; Services mix shift supports gross margin; tariff headwinds partially offset
  • Capex: Significant increases for AI/private cloud compute infrastructure; $500B US investment commitment over 4 years
  • Strategic priorities: Apple Intelligence expansion, Google partnership for next-gen foundation models, enhanced Siri launching in 2026, private cloud compute buildout
  • Installed base: 2.5 billion active devices, providing long-term Services monetization runway

Upside to Earnings & Multiples

Near-Term (0-6 months)

Q2 FY26 guidance of $107.8-110.7B significantly exceeds consensus ($104.8B), suggesting another beat is likely. iPhone supply constraints imply pent-up demand that could extend the cycle. Services at a $120B+ annual run-rate with 76.5% gross margins provides earnings stability. Memory cost headwinds appear manageable given strong pricing power. Near-term EPS upside of 5-10% vs consensus is plausible.

Medium-Term (6-18 months)

iPhone 17 cycle has further legs as supply constraints ease and pent-up demand converts. Apple Intelligence features launching throughout 2026 (enhanced Siri, Google partnership models) could drive a second wave of upgrades. Services revenue trajectory toward $130B+ annually with expanding margins. China recovery appears durable with 38% growth and record store traffic. Operating leverage from the $500B US investment program begins to materialize.

Long-Term (18+ months)

AI-driven ecosystem lock-in strengthens the installed base moat (2.5B devices). On-device AI and private cloud compute create differentiated capabilities competitors cannot easily replicate. India represents a massive underpenetrated market with majority of buyers new to Apple. Services TAM expansion through financial services, advertising, and health. Potential for new product categories leveraging the AI platform (AR/VR, automotive).

Potential Catalysts

Positive
  • iPhone 17 super-cycle driving record upgraders and switchers globally
  • China revenue surging +38% YoY with strong switcher momentum
  • Apple Intelligence upgrade cycle extending multi-year iPhone demand
Negative
  • Advanced node (3nm) supply constraints limiting iPhone production
  • Tariff headwinds (~$1.4B/quarter impact on gross margin)
  • Rising memory component costs pressuring near-term margins

Latest Quarter Results

Q1 FY2026 (Oct-Dec 2025) — Reported Jan 29, 2026

Metric Reported YoY vs Consensus Next Q Guidance
Revenue $143.8B +16% Beat +13-16% YoY
EPS $2.84 +19% Beat
Gross Margin 48.2% +130bps 48-49%
Stock Reaction +2% (after hours)

Opportunities

  • iPhone 17 super-cycle with record upgraders and switchers globally
  • China revenue surging +38% YoY with strong switcher momentum
  • Services hitting $30B/quarter with 76.5% gross margin
  • Apple Intelligence driving new upgrade cycles and engagement

Challenges

  • Advanced node (3nm) supply constraints limiting iPhone production
  • Rising memory component costs pressuring near-term margins
  • Mac revenue -7% YoY facing tough M4 launch comps
  • Tariff headwinds (~$1.4B/quarter impact on gross margin)

Q4 FY2025 (Jul-Sep 2025) — Reported Oct 30, 2025

Metric Reported YoY vs Consensus Next Q Guidance
Revenue $102.5B +8% Beat ~1.3% +10-12% YoY (Dec qtr)
EPS $1.85 +13% (adj) Beat
Gross Margin 47.2% +100bps 47-48%
Net Income $27.5B +16% (adj)
Stock Reaction +3.5% (after hours)

Opportunities

  • Record fiscal year 2025 revenue of $416B and net income of $112B
  • Services surpassed $100B annual revenue milestone (+15% YoY to $28.8B)
  • iPhone 17 launched as "strongest lineup ever" with immediate supply constraints from demand
  • Dec quarter guided for 10-12% growth ("best quarter ever")

Challenges

  • Greater China revenue declined -3.6% YoY, a lingering weak spot
  • Wearables/Home flat YoY at $9.0B despite strong Watch/AirPods offset by accessories
  • Tariff costs estimated at $1.4B for the December quarter
  • Mac faces very difficult comp against prior-year M4 launches in Dec quarter

Q3 FY2025 (Apr-Jun 2025) — Reported Jul 31, 2025

Metric Reported YoY vs Consensus Next Q Guidance
Revenue $94.0B +10% Beat 5.7% ($88.9B est) Mid-to-high single-digit YoY
EPS $1.57 +12% Beat 10.6% ($1.42 est)
Gross Margin 46.5% +20bps 46-47%
Net Income $23.4B +9%
Stock Reaction +2% (after hours)

Opportunities

  • iPhone revenue $44.6B (+13.5% YoY), record upgraders with strong emerging market growth
  • Mac revenue $8.0B (+14.8% YoY) driven by M4 MacBook Air momentum
  • Revenue records set in 25+ countries including India, Middle East, Latin America
  • 1 billion+ paid subscriptions across Services platform

Challenges

  • Tariff costs of ~$800M in Q3, with $1.1B estimated for Q4
  • iPad revenue declined -8.1% YoY to $6.6B (tough iPad Pro/Air comp)
  • Wearables/Home down -8.6% YoY due to product launch timing
  • Guidance assumes macro outlook "does not worsen" and Google revenue share continues

Q2 FY2025 (Jan-Mar 2025) — Reported Apr 30, 2025

Metric Reported YoY vs Consensus Next Q Guidance
Revenue $95.4B +5% Beat ~0.8% (~$94.6B est) Mid-to-high single-digit YoY
EPS $1.65 +8% Beat ~2% (~$1.62 est)
Gross Margin 47.1% +180bps
Net Income $24.8B +5%
Stock Reaction -2% (after hours)

Opportunities

  • iPhone revenue $46.8B (+2% YoY) with strong upgrade momentum
  • Services reached all-time record of $26.6B (+12% YoY)
  • Mac revenue $7.9B (+7% YoY) driven by M4 lineup
  • India revenue set all-time record with majority of buyers new to Apple

Challenges

  • iPad revenue flat at $6.4B amid product cycle gap
  • Wearables/Home declined -5% to $7.5B
  • Tariff uncertainty; management guided $900M impact for Jun quarter
  • Greater China revenue -2% YoY on competitive pressures