Overview
- Apple reported Q4 revenue of $102.5 billion and EPS of $1.85, setting September‑quarter records and capping a record fiscal year with $416.2 billion in sales and $112.0 billion in net income.
- iPhone revenue reached $49.03 billion, up year over year but slightly below Wall Street estimates, with Cook citing supply constraints on several iPhone 17 models and China shipping delays for iPhone Air.
- Services hit an all‑time high at $28.75 billion, while Mac generated $8.73 billion, iPad $6.95 billion, and Wearables, Home and Accessories $9.01 billion, including new AirPods with AI translation features.
- Cook said Apple expects double‑digit iPhone growth and total revenue up 10%–12% in the holiday quarter, and he expects Greater China to return to growth as supply improves.
- Greater China revenue was $14.49 billion, below expectations after the iPhone Air’s later launch there; Apple shares rose in after‑hours trading and the board declared a $0.26 dividend, with a previously flagged ~$1.1 billion tariff impact weighing on margins.