Apple released fiscal fourth-quarter 2026 results on November 2 for the quarter ended September 26. Revenue reached $114.5 billion, up 12% from a year earlier, and diluted EPS rose 14% to $2.10.
The report also showed a 47.9% gross margin. Apple said iPhone revenue reached a September-quarter record, Services revenue set an all-time high and the installed base of active devices reached a record across every major product category and region.
When Did Apple Report Q4 2026 Earnings?
Apple released the results on November 2 and held its conference call at 5:00 p.m. ET. The official Apple earnings release and replay contain the reported figures and management commentary.
The release completed the event described in the earlier preview. Investors can now compare the reported revenue, EPS, margin and cash flow with Apple's comments about the holiday quarter and new product cycle.
What Revenue and EPS Did Apple Report?
Apple reported $114.5 billion in revenue and $2.10 in diluted EPS. Revenue increased 12% year over year, while EPS increased 14%. Both figures were above the earlier reference points near $113 billion and $2.
Gross margin was 47.9%, including a favorable impact of about one percentage point from tariff refunds. The same refunds added about $0.05 to diluted EPS, so the underlying operating result should be read together with that disclosed benefit.
How Much Does the iPhone Matter?
The iPhone remained Apple's largest product business and reached a September-quarter revenue record. That result shows that the new product cycle supported growth during the reported period.
China is especially important because local competition can affect premium-phone demand. Strong upgrades in the United States and other markets can offset regional weakness, but management's comments on channel inventory and early holiday orders will shape expectations for the next quarter.
Can Services Keep Growing?
Services includes the App Store, iCloud, advertising, payments, music, video and other subscriptions. Apple said Services revenue reached a new all-time high in Q4 2026, adding recurring revenue to the expanding installed device base.
Investors will compare Services growth with the installed base of active devices. Faster Services growth can support profit even when hardware demand is uneven. Regulation, App Store policy changes and regional pricing can also affect the segment.
How Much Is Apple Spending on AI?
Apple is increasing spending on artificial intelligence, including model development, data centers, chips and on-device features. Investors want a clear link between those costs and products that customers use.
The market will listen for updates on Siri, on-device AI features and the cost of expanding those services. Apple's cash flow gives it room to invest, pay dividends and repurchase shares, but investors still want evidence that AI features support device demand or Services revenue.
What Matters After Apple Earnings?
Apple beat the earlier revenue and EPS reference points, while iPhone and Services both reached records. The next focus is whether holiday-quarter demand can extend that growth while Apple funds new AI features and manages component costs.
Management's comments on China, the new product cycle and AI investment can matter as much as the reported quarter because they change forecasts for the next year. Investors will also compare revenue growth with operating expenses and free cash flow. That comparison shows whether new products and AI spending are expanding the business without weakening Apple's ability to return cash to shareholders.
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FAQ
When did Apple release Q4 2026 earnings?
Apple released Q4 2026 results on November 2 and held the conference call at 5:00 p.m. ET.
What quarter is Apple reporting?
Apple reported fiscal Q4 2026, covering the quarter that ended September 26.
What did Apple report?
Apple reported $114.5 billion in revenue, $2.10 in diluted EPS and a 47.9% gross margin.
What matters after the results?
Holiday demand, iPhone momentum, Services growth, AI spending and margins are the main follow-up items.
