苹果2026财年首季财报：iPhone与服务业务创历史新高

Core Insights - Apple reported strong financial results for Q1 of FY2026, with revenue of $143.76 billion, a 16% year-over-year increase, and net income of $42.10 billion, up 15.9% [1][3] - The diluted earnings per share (EPS) reached $2.84, reflecting a 19% increase compared to the previous year, exceeding market expectations across all key metrics [1][3] Group 1: Business Performance - The iPhone business achieved record sales globally, driven by unprecedented demand, particularly for high-end models and increased penetration in emerging markets [3] - Service revenue grew by 14% year-over-year, reaching a new historical high, highlighting the stickiness of Apple's ecosystem [3] - Apple's active device installations surpassed 2.5 billion, with over 150 million new devices added compared to the previous year, supporting the expansion of service revenue [3] Group 2: Financial Metrics - The gross margin for the quarter was 47.5%, an increase of 1.2 percentage points year-over-year, attributed to supply chain optimization and a higher proportion of high-margin services [3] - Despite rising component costs, Apple effectively mitigated profit impacts through diversified procurement strategies and product mix adjustments [3] Group 3: Market and Strategic Initiatives - In the Chinese market, iPhone sales experienced year-over-year growth despite increased competition, with significant growth in service revenue [4] - Apple plans to increase R&D investments in China and deepen local ecosystem collaborations [4] - The company is accelerating the application of generative AI technology, with the first AI feature updates expected later this year, emphasizing integration across all product lines [4]