Apple reports Q1 revenue up 16% YoY to $143.76B, vs. $138.48B est., net income up 16% to $42.1B, and China net sales up 38% to $25.53B
Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.
CNBC Kif Leswing
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Discussion
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@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]
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@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.
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@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.
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@benbajarin
Ben Bajarin
on x
Lots of quarterly records for $aapl and active installed base grows again 2.5b +(surprise to no one).
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@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
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@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…
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r/wallstreetbets
r
on reddit
Apple sales surge 16% on ‘staggering’ iPhone demand
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@zerohedge
@zerohedge
on x
Apple Rises After Shocking China Sales Beat Offsets US Revenue Miss https://www.zerohedge.com/...
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@mweinbach
Max Weinbach
on x
Tim Cook on iPhone in China: Greater China also grew 38% year over year, driven by iPhone, which had record upgraders and double digit growth on switchers. Double digit growth on switchers is a huge deal, and not good for Android brands
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@markgurman
Mark Gurman
on x
Apple Sales Crush Estimates in Record Quarter for the iPhone https://www.bloomberg.com/...
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@munster_gene
Gene Munster
on x
$AAPL is flat in after-hours because we are waiting on the guide. The goodness around just reported revenue and gross margin (reported 48.2% vs. 47.5% estimate) could be reversed. My sense is revenue guide will be positive. The Street is at 10% yy growth in March and they
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@rolfewinkler
Rolfe Winkler
on x
Apple shares up just 1% after blowout sales. Investors likely waiting for commentary about spiking prices for components (DRAM, NAND, etc) and how that will impact margins.
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@fjeronimo
Francisco Jeronimo
on x
“It really comes down to the reception of the product line-up . . . the iPhone 17 family has seen a huge amount of enthusiasm, and that's really the driver of performance.” @Apple Chief Financial Officer Kevan Parekh [image]
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@fjeronimo
Francisco Jeronimo
on x
🚨 Another MONSTER quarter from Apple: 📌 $143.8 billion, up 16% YoY 📌Best-ever quarter for the iPhone - $85.3 billion, up 23% 📌Mac down 6.7% YoY 📌iPad up 6.3% YoY 📌Wearables, Home and Accessories down 2.2% YoY 📌All-time revenue record for Services, up 14% YoY [image]
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@mweinbach
Max Weinbach
on x
Apple's earnings are incredibly Revenue $143.8B (+16% YoY) and EPS $2.84 (+19% YoY), both all-time records for Apple. Net income $42.1B and gross margin ~$69.2B (about 48%). iPhone revenue $85.3B (best-ever iPhone quarter; roughly +23% YoY).
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@teroterotero
Tero Kuittinen
on x
Woah massive iPhone sales in China. Apple really did figure out how to keep it going with minimal product innovation.
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@lorak
Lora Kolodny
on bluesky
Apple iPhone demand been goin crazy... www.cnbc.com/2026/01/29/a... by Kif Leswing @cnbc.com
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r/wallstreetbets
r
on reddit
Apple sales surge 16% on ‘staggering’ iPhone demand
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@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
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@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!
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@waltlightshed
Walter Piecyk
on x
How does iPhone beat that much and services doesn't beat at all? They allocate a portion of every iPhone purchase into the services line to account for free services like iMessage. 🤔 $AAPL