Part of Apple reports record Q4 FY2026: $114.5B revenue under new CEO John Ternus · 2 stories · since Oct 28 · newest 8d ago
Apple warns memory chip costs will squeeze holiday margins despite earnings beatApple reports Q4 FY2026 results beating Wall Street estimates
3 Nov 2 5:13 PM · 9d ago · 73 articles · 25 posts · 9 comments · 6 sources · development 3 of 7
Apple posted $114.5 billion in revenue and $30.7 billion in profit ($2.10 EPS), above consensus, with iPhone revenue of $57.58 billion outperforming forecasts while Services came in roughly in line.
“Revenue: $114.48 billion vs. $113.46 billion expected”
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John Ternus Apple CEOKevan Parekh Apple CFOBen Barringer Head of technology research, Quilter CheviotJacob Bourne Emarketer analyst
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What was reported 8 claims about this development
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first by 9to5Mac, 9d ago · also Neowin, Appleosophy, iClarified, Thurrott, MacStories, iThinkDifferent +5
12 more headlines
- Apple reports record $114.5 billion September quarter as iPhone and Mac sales surge Neowin · 9d ago
- Apple reports record September quarter as revenue hits $114.5 billion Appleosophy · 9d ago
- Apple Reports Record Q4 Revenue of $114.5 Billion, $30.7 Billion Profit iClarified · 9d ago
- Apple Revenues Up 12 Percent to $114.5 Billion Thurrott · 9d ago
- Apple Reports Q4 2026 Revenue of $114.5 Billion MacStories · 9d ago
- Apple Revenue Rises 12% to $114.5 Billion Under CEO John Ternus iThinkDifferent · 9d ago
- Apple beats fourth-quarter earnings expectations as revenue rises 12% to $114.5 billion Proactive · 9d ago
- Apple reports record $114.5 billion Q4 revenue as iPhone and Services surge The Apple Post · 9d ago
- Apple Hits Record $114.5B Revenue in John Ternus' First Report as CEO iPhone in Canada · 9d ago
- Apple reports Q4 2026 earnings: $114.5 billion in revenue, up 12% 9to5Mac · 9d ago
- iPhone sales lifted Apple to record September-quarter revenue of $114.5 billion Quartz · 9d ago
- Apple's iPhone hauls in $57.6B as revenue hits September-quarter record $114.5B RuntimeWire · 9d ago
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first by KIRO 7 News Seattle, 8d ago · also Japan Today, AP News, The Hindu, Philadelphia Inquirer, Yahoo! Finance Canada, Toronto Star +2
1 more headline
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first by CNBC, 9d ago · also MacRumors, WSJ, iLounge, Apple, AppleInsider, Yahoo Finance Australia +1
7 more headlines
- John Ternus Hosting His First Earnings Call as Apple CEO Today MacRumors · 9d ago
- What to Watch For in Apple Earnings Today WSJ · 9d ago
- John Ternus in His First Earnings Call in Q4 for Apple iLounge · 9d ago
- Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., and net income up 12% to $30.7B, in John Ternus' first earnings report Apple · 9d ago
- Apple beats Wall Street forecasts in first Ternus-led Q4 earnings AppleInsider · 9d ago
- Apple: Fiscal Q4 Earnings Snapshot Yahoo Finance Australia · 9d ago
- New CEO John Ternus delivers an Apple earnings beat — but China and iPad sales miss Business Insider · 9d ago
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first by BNN Bloomberg, 9d ago · also Reuters, Channel News Asia, The Globe and Mail, WSJ Markets, WSJ Tech, CTV News
2 more headlines
- Apple results beat Wall Street expectations on strong iPhone sales Reuters · 9d ago
- Apple Beats Wall Street Expectations With Boost From Higher Prices WSJ Markets · 9d ago
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first by Bloomberg Tech, 9d ago · also Michael Tsai, MacRumors Forums, MacRumors, Forbes, HN Frontpage
4 more headlines
- Apple's Q4 2026 Results Michael Tsai · 9d ago
- Apple Reports 4Q 2026 Results: $30.7B Profit on $114.5B Revenue MacRumors Forums · 9d ago
- Apple’s iPhone Sales Hit $57.6 Billion In Fourth Quarter, Topping Estimates Forbes Business · 9d ago
- Apple reports fourth quarter results HN Frontpage · 9d ago
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first by electronics.economictimes.indiatimes.com, 9d ago
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first by Investing.com India, 9d ago
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first by Quartz, 9d ago
What people said 18 voices · best of 19 · verbatim
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A preview of Apple's earnings call today
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Update: the segment numbers are out. The weak spot is Greater China, $17.54B vs about $18.8B expected, which probably explains why the stock didn't pop. Mac was the surprise beat by over $1B. I put every segment vs estimates in one table here (iPhone, Services, Mac, iPad, China, net income)…
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It's Apple earnings season. It's John Ternus' turn to sit in the analyst hot seat for the first time. If you want to see how Apple did (well in my non-analyst opinion), we have some pretty charts on MacStories. https://www. macstories.net/news/apple-repo rts-q4-2026-revenue-of-114-5-billion/
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Apple $AAPL just reported Q4 earnings: - Revenue: $114.48 billion vs. $113.46 billion expected - EPS: $2.10 vs. $2.00 expected - iPhone: $57.58 billion vs. $56.48 billion expected - Services: $31.57 billion vs. $31.58 billion expected
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Mix of things: beat on iPhone and Mac, but China missed by over $1B ($17.54B vs ~$18.8B), and it went in at its highest P/E since 2007, so a beat was already priced in. Most people are waiting on the holiday guidance from the call before moving.
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New CEO John Ternus delivers an Apple earnings beat — but soft China and iPad sales https://www. businessinsider.com/apple-q4-e arnings-china-ipad-sales-miss-2026-11?utm_source=flipboard&utm_medium=activitypub Posted into Tech @ tech-BusinessInsider
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Apple just reported earnings: - $114.5 billion revenue (up 12%) - 46.9% gross margin (adjusted to remove tariff refunds) - $2.05 EPS (adjusted to remove tariff refunds) My expectations, which were above consensus estimates, heading into today: - $113.8 billion revenue - 46.8% gross margin (exclu...
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Almost everything, iPad actually missed. But yeah, at the highest P/E since 2007 a beat seems priced in. Holiday guidance on the call is what moves it now.
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A
Heads up. This is happening today. CNBC: Apple earnings live updates: New CEO John Ternus faces first Wall Street test https://www. cnbc.com/2026/11/02/apple-aapl -q4-2026-earnings-live-updates.html @ CNBC # Apple
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Apple's outlook for 1Q27: - Revenue growth: 7% to 10%. - Services revenue: 8% to 9% (third-party licensing and FX headwinds) - Gross margin: 45% to 46% (higher memory costs / Siri AI) Noisy guidance (as expected) impacted by a variety of issues including supply issues.
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Apple is the best performing MAG7 Stock of the last 18 months. 80% profit. The only 2 sentences you need to know!
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J
Just posted on Six Colors: Hello, everyone, it’s John: Apple’s Q4 2026 earnings call transcript https:// sixcolors.com/post/2026/11/hel lo-everyone-its-john-apples-q4-2026-earnings-call-transcript/
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$AAPL Apple Q4 FY26 (Sep. quarter): 📱 Products +12% Y/Y to $82.9B 💳 Services +10% Y/Y to $31.6B • Revenue +12% Y/Y to $114.5B ($1.1B beat) • Operating margin 31% (-1pp Y/Y) • EPS $2.10 ($0.11 beat)
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The money that is going to be spent on replacing iPhone duos is going to bite in their next quarterly report.
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Apple reported revenue of $114.5 billion, up 12 percent year over year. Earnings per share was $2.10, up 14 percent. Both are far higher than my expectations and above consensus.
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Apple is the best performing MAG7 Stock of the last 18 months. The only error was to not invest in Apple!
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Oof, we've all got one of those. It's up over 20% this year even after today's dip. When did you sell?
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Just Beating revenue is no longer enough, we need to get % growth up every quarter for stock uptick.
All 7 developments of Apple warns memory chip costs will squeeze holiday margins… →
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