Overview
- Apple reported $102.47 billion in revenue and $1.85 EPS for fiscal Q4, modestly topping consensus.
- iPhone sales rose to a September-quarter record $49.03 billion but came in below some forecasts, with Greater China revenue at $14.49 billion after an iPhone Air shipping delay.
- Tim Cook said several iPhone 17 models remain supply-constrained and that China shipment timing was the primary cause of the region’s quarterly contraction.
- Services hit an all-time high of about $28.75–$28.8 billion, helping offset roughly $1.1 billion in tariff costs that Apple said it absorbed rather than raising prices.
- Apple declared a $0.26 per-share dividend as shares climbed in after-hours trading, after its market value topped $4 trillion earlier this week.