Core Insights - Apple reported record revenue of $85.3 billion for iPhone sales, significantly surpassing analyst expectations of $78.3 billion, and up from $69.1 billion in the previous quarter [1][2] - Earnings per share (EPS) reached $2.84 on revenue of $143.8 billion, exceeding analyst forecasts of $2.68 on $138.4 billion [2] - Greater China sales rebounded with revenue of $25.5 billion, marking a nearly 38% year-over-year increase, reversing previous declines [3][29] Financial Performance - iPhone revenue was a major contributor, with the company achieving $85 billion compared to the expected $78 billion, indicating strong demand for the iPhone 17 cycle [5][18] - Services revenue met expectations, while Mac and iPad revenues were reported at $8.4 billion and $8.6 billion respectively, and wearables generated $11.4 billion [2] - Gross margins were reported to be significantly higher than anticipated, contributing positively to the overall financial outlook [19][23] Market Dynamics - The resurgence in sales from Greater China is notable, as Apple had previously experienced declines in that market [3][30] - The competitive landscape in China is evolving, with decreasing prices from competitors, yet Apple continues to maintain strong brand loyalty among consumers [31] - The company is navigating a delicate balance in its dependence on the Chinese market for both sales and manufacturing [30] Product Insights - The new iPhone models, particularly the iPhone 17 and 17 Pro, have generated consumer interest due to improved features such as camera quality and battery life [9][10] - There is speculation regarding the sales performance of the iPhone Air, with indications that consumers are favoring the Pro and standard models [4] - The integration of Google's AI technology into Apple's Siri is anticipated to enhance user experience, although the current performance of Siri is viewed as lacking [20][22] Future Considerations - Analysts are keenly awaiting guidance from Apple regarding future pricing strategies and potential impacts of rising memory costs on margins [24][27] - The introduction of a foldable phone could influence future sales dynamics, with questions surrounding consumer willingness to pay premium prices [28] - The collaboration with Google on AI initiatives is seen as a critical step for Apple to remain competitive in the evolving tech landscape [21][22]

智通财经APP获悉，美东时间周四美股盘后，苹果(AAPL.US)发布了2026财年第一季度财报。在iPhone 17系列的强劲拉动下，公司假日季营收创下历史新 高，大中华区市场实现38%的同比暴涨，同时苹果还给出了超预期的第二财季营收指引，一扫此前市场对其硬件增长见顶的担忧。 业绩概览：iPhone需求"火爆"，驱动创纪录增长 作为苹果的核心营收支柱，iPhone业务在本季度迎来爆发式增长，营收达853亿美元，同比大增23%，远超分析师782亿美元的预期，创下历史最佳季度表 现。苹果CEO库克表示，iPhone17系列的市场需求"堪称火爆"，在全球所有地理区域均创下销量纪录，其中高端版本尤为畅销，成为拉动营收和利润的关 键。这一成绩也助力苹果在近几个月超越三星(SSNLF.US)，重新夺回全球智能手机市场销量第一的宝座。库克透露，目前苹果全生态设备的安装基数已达 25亿台。 大中华区成为本次财报的最大亮点，该区域营收达255亿美元，同比增长38%，大幅超出市场218亿美元的预期。库克指出，iPhone在该地区创下了销售纪 录，并且推动安卓用户向苹果生态的转换数实现两位数增长。 此外，苹果虽未披露印度市场的具体 ...

One of my concerns with Apple Inc. ( AAPL ), which led me to give it a Sell rating recently, was its lack of innovation, which in turn impacted top-line growth and my expectations for valuation. ForEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: ...

Core Insights - Apple's strong iPhone demand led to significant revenue and profit exceeding market expectations, with multiple key financial metrics reaching historical highs [1][2] Financial Performance - For Q1 FY2026, Apple reported revenue of $143.76 billion, a 16% year-over-year increase, and net profit of $42.10 billion, up 15.9% [1] - Diluted earnings per share reached $2.84, reflecting an 18.3% increase, all surpassing market consensus [1] iPhone Sales - iPhone revenue surged to $85.27 billion, significantly above analyst expectations of $78.65 billion, accounting for 59.3% of total revenue [2] - Year-over-year iPhone revenue growth was 23%, marking the largest quarterly scale in the company's history [2] - The Greater China region saw a remarkable 38% revenue increase, reaching $25.53 billion, driven by record iPhone sales [2] Services Business - Apple's services revenue exceeded $30 billion for the first time, reaching $30.01 billion, with a gross margin of 76.5%, significantly higher than the hardware business's 39.4% [2][3] - The overall gross margin improved to 48.2%, up 1.3 percentage points year-over-year, exceeding previous guidance and analyst expectations [3] Cash Flow and Shareholder Returns - Operating cash flow for the quarter was $53.93 billion, nearly an 80% increase year-over-year [3] - Apple returned nearly $32 billion to shareholders through stock buybacks of $24.70 billion and dividends of $3.92 billion [3] Hardware Business Challenges - Despite strong overall performance, there are concerns regarding potential pressure on hardware profit margins due to inflation and ongoing memory chip shortages [4] - Mac revenue was $8.39 billion, slightly below expectations, while iPad sales reached $8.6 billion, exceeding market forecasts [4] Acquisition of Q.ai - Apple confirmed the completion of its acquisition of Israeli AI startup Q.ai, although the transaction amount was not disclosed [5] - Q.ai, founded by Aviad Maizels, focuses on audio-related technology and has previously collaborated with Apple [6]

Apple had a great Q1, though iPhone sales were the real standout. The company reports that its signature device had its best quarter ever, thanks partially to a surge of sales in regions like China and India. “iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment,” said CEO Tim Cook during the company’s earnings call Thursday. Apple’s earnings report shows the company sold $85 billion worth of iPhones during its first quarter, up from $69 b ...

Apple’s March-quarter outlook incorporates what Parekh described as “our best estimates of constrained iPhone supply during the quarter,” with total company revenue expected to grow 13% to 16% year-over-year.However, Apple said the strength of demand contributed to a lean channel inventory exiting the December quarter and has pushed the company into “supply chase mode.” Cook told analysts Apple is currently constrained and said it is “difficult to predict when supply and demand will balance.” He attributed ...

凤凰网科技讯 北京时间1月30日，苹果公司今天发布了2026财年第一季度财报。随后，苹果CEO蒂姆·库 克(Tim Cook)、CFO凯万·帕雷克(Kevan Parekh)出席了电话会议，回答分析师的提问。 以下是苹果第一财季财报和电话会议要点汇总： ——苹果预计，第二财季营收将同比增长13%至16%，毛利率介于48%至49%。 ——库克表示，应将与谷歌的合作视为一次"协作"，苹果将继续独立推进"部分自主研发工作"。他指 出，此次与谷歌合作的重点在于提升Siri。 ——库克称，设备端AI和云端AI都很重要，苹果并不把它看作非此即彼的选择。 ——库克表示，苹果自研芯片对公司而言是一次极具影响力的变革，iPhone、iPad以及Mac都受益良 多。他认为，这是一项重要的竞争优势。苹果CFO帕雷克表示，自研芯片不仅节约了成本，同时也具有 战略价值。 ——总营收为1437.56亿美元，较上年同期的1243.00亿美元增长16%，创历史纪录；净利润为420.97亿 美元，较上年同期的363.30亿美元增长16%。 ——中国区第一财季收入为255.26亿美元，较上年同期的185.13亿美元增长38%； ——苹果活跃设备 ...

苹果公司(Apple)(NASDAQ: AAPL )周四轻松超越了2026财年第一季度的利润和收入预期，这家科技巨头实现了四年多来最佳的季度iPhone 销售业绩。 财报显示，iPhone 17系列的销售比华尔街预期更火爆，帮助苹果创造了最高收入纪录。 美东时间29日周四，苹果交出创造历史的成绩单：在截至12月27日的公司第一财季（"四季度"），营收同比增长16%，iPhone销售收入同比 增23%，分别较分析师预期高将近4%和9%，均超过公司的增幅指引10%-12%；EPS盈利也创纪录，较分析师预期高逾6%，服务业务收入 三年来持续创单季新高。 在全球头号智能手机市场中国，苹果的销售大反弹。大中华区的收入由三季度同比下滑转为劲增将近40%，较分析师预期收入高将近20%。 苹果CEO库克称， 四季度公司取得了"非凡的创纪录季度业绩"，当季营收远超公司自身预期，"在空前强劲的需求推动下，iPhone取得了有史以来最好的季度业绩，在 所有地区市场都创历史新高；服务业务也实现了创纪录的营收，比去年同期增长14%"。 库克还提到，苹果的活跃设备安装量已超过25亿台，"充分证明了客户对我们提供的全球最佳产品和服务的极高 ...

We basically determined that Google's AI technology would provide the most capable foundation for Apple foundation models and we believe that we can unlock a lot of experiences and and innovate in a key way uh due to the collaboration. We'll continue to run on the device and run in private cloud compute and maintain our our industry-leading privacy standards in doing so. In terms of the arrangement with Google, we're not releasing the the details of. ...

And it is a blowout quarter here for Apple. Let me give you the numbers as we see the stock popping up a little bit. Uh EPS was a beat at $2.84%.Street wanted to see $2.67%. Revenues up 16%. Topline revenue 143.76% billion.Street wanted to see 138.48% billion. iPhone revenues as you just were talking about up 23% to 85.27% billion. Street was expecting just 78.65% 65 billion services revenue pretty much in line here uh 30.01% billion compared to the 30.07% 07 billion expected.That is up 14%. And by the way, ...