Apple has reported its largest quarterly revenue ever, posting $143.8 billion in revenue for its fiscal first quarter of 2026, corresponding to the holiday quarter that ended December 27, 2025.
This figure marks an all‑time record for the company’s revenue, driven by strong product and services performance — exceeding both analyst expectations and last year’s results.
Record Revenue and Profit Growth
In addition to the historic revenue total, Apple reported a net profit of $42.1 billion and earnings per share (EPS) of $2.84, both of which also surpassed the prior year’s figures. Compared with the same quarter last year, revenue increased approximately 16 %, while EPS rose about 19 %.
Apple CEO Tim Cook emphasized the company’s strong performance, highlighting that iPhone revenue and Services revenue each hit all‑time highs. The company also declared a quarterly dividend of $0.26 per share payable to shareholders in February 2026.
What Fueled the Record Performance
iPhone sales were a major driver of Apple’s revenue growth during the quarter, reflecting robust demand for the latest lineup of devices. The strong holiday shopping season, including upgrades to the iPhone 17 series, helped push smartphone revenue to significant new heights.
Apple’s Services segment — which includes the App Store, Apple Music, iCloud, and other subscription businesses — also achieved a record revenue figure, demonstrating the continuing strength of recurring revenues within the company’s ecosystem.
Other product categories showed mixed performance, with some reporting growth while segments such as wearables and Macs faced headwinds in a competitive market. However, the overall result was a strong quarterly outcome that beat Wall Street estimates.
Global Demand and Installed Base Reach New Highs
Apple noted that its installed base of active devices has surpassed 2.5 billion units worldwide, reflecting widespread adoption of its hardware and services across markets. Growth in key regions, including a rebound in China and robust global demand for iPhones, contributed to the company’s performance.
Market Reaction and Future Outlook
Despite the record revenue figures, investor reactions were cautious, with some attention on cost pressures tied to component shortages and competitive challenges in areas like artificial intelligence. Apple indicated ongoing investments in AI and services, including upgrades to Siri with support from external AI models, as part of its strategy to enhance user experience and broaden its technology offerings.
Looking ahead, Apple forecasted continued revenue growth in the next quarter, projecting increases that would again beat consensus estimates and sustain momentum following the record holiday quarter.
What This Means for Creators and Businesses
Apple’s record quarter underscores the enduring strength of its ecosystem — from devices to digital services. For content creators, developers, and businesses that depend on Apple platforms, these results may signal expanding opportunities tied to consumer engagement and monetization across hardware, subscriptions, and services.
Continued growth in installed devices and services revenue suggests a fertile environment for app developers, media distributors, and marketers looking to reach audiences within the Apple ecosystem.
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Staff Report
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