Overview
- Apple reported fiscal Q4 revenue of $114.5 billion and diluted EPS of $2.10, topping analyst forecasts in results released Monday and capping a record fiscal year.
- iPhone revenue reached a September‑quarter record of about $57.6 billion and Services hit an all‑time high near $31.6 billion, while Mac sales also grew and iPad and wearables lagged.
- The iPhone Duo went on sale after the quarter closed and is supply‑constrained, with Apple saying a very small percentage of units have been returned for inner‑display issues and are being replaced.
- Apple said an industrywide spike in memory and flash prices tied to AI demand is pressuring margins, and the company has used price increases, inventory positioning and tariff refunds to partially offset costs.
- The board declared a $0.27 per‑share cash dividend and investors will watch holiday‑quarter guidance, Duo availability and memory cost trends for their impact on near‑term margins and customer deliveries.