Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B

All-time records for total company revenue and EPS — iPhone and Services revenue reach new all-time highs

Apple 2026-01-29

Discussion

@munster_gene Gene Munster on x
My math suggests they beat iPhone estimates outside of China. * iPhone China likely grew at 38%. * That means that iPhone outside of China grew at 17% vs. the Street up 13%. $AAPL
@markgurman Mark Gurman on x
Massive Apple revenue beat: $144 billion in overall revenue, $85 billion in iPhone revenue, $25.5 billion China revenue and $30 billion in services revenue. Tim Cook gets to keep his job!
@tomwarren Tom Warren on x
Apple just had a massive iPhone holiday quarter: 📱 iPhone revenue up 23% 💻 Mac revenue down 7% 📑 iPad revenue up 6% ⌚ wearable revenue down 2% ☁️ services revenue up 14% $143.8 billion in revenue overall, up 16% YoY [image]
@neilcybart Neil Cybart on x
iPhone revenue was up 23% in FY1Q26. Not bad for a product that the tech press spent years saying was dying / in trouble. People really like iPhones.
@rolfewinkler Rolfe Winkler on x
Apple CFO Kevan Parekh put Apple's huge sales figure in perspective for me by noting that for ALL of fiscal 2025 the company grew revenue $25 billion. This quarter alone revenue was up $20 billion. Lots of upgrades to the iPhone 17.
@benbajarin Ben Bajarin on x
Lots of quarterly records for $aapl and active installed base grows again 2.5b +(surprise to no one).
@neilcybart Neil Cybart on x
Apple earnings are out. Strong results. Revenue: $143.8 billion (up 16%) My estimate: $139.4B (up 12%) Consensus: $138.5B EPS: $2.84 (up 19%) My estimate: $2.77 (up 15%) Consensus: $2.67
@susanlitv Susan Li on x
BIGGEST APPLE SALES JUMP IN MORE THAN 4 YEARS, RECORD iPHONE QUARTER OVER THE HOLIDAYS Rev JUMPED ⬆️ 16% to $143.8B, est $138.4B Profit JUMPED ⬆️ 19% to EPS $2.84, est $2.67 Spoke to Apple CEO Tim Cook who told me the quarter was “staggering” powered by iphone 17 Demand Record [i…
r/wallstreetbets r on reddit
Apple sales surge 16% on ‘staggering’ iPhone demand

Chronicles

Apple Q1: iPhone up 23% YoY to $85.27B, vs. $78.65B est., Mac down 7% to $8.39B, iPad up 6% to $8.6B, and Wearables, Home, and Accessories down 2% to $11.49B

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