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BusinessQuiet 9d · day 9

Apple forecasts record $153.82B–$158.13B December quarter revenue

Apple expects its fiscal Q1 2027 to be its biggest revenue quarter ever, growing 7–10% year-over-year despite supply constraints and rising memory costs.

newest coverage 9d agosummary written 8d ago5 pieces NewswiresMastodon

What to know

  • Apple projects its December quarter (fiscal Q1 2027) will generate $153.82B–$158.13B in revenue, adding $10B–$14.4B versus the year-ago quarter and marking the company's largest revenue quarter ever.
  • The forecast assumes 7–10% year-over-year growth despite acknowledged supply constraints on iPhone, Mac, and iPad, plus higher memory costs and Siri AI ramp expenses pressuring margins.
  • Apple's guidance hinges on current global tariff rates remaining unchanged and the macroeconomic outlook not worsening from the time of the call.

“our outlook "assumes that global tariff rates, policies, and their application remain in effect as of this call, and the global macroeconomic outlook does not worsen from today."”

Apple, Company guidance · 9to5Mac ↗ · Nov 1

Kevan Parekh Apple CFOApple Company

Apple forecasts record $153.82B–$158.13B December quarter revenue
9to5mac.com

How it unfolded 1 development · click the chart to see its coverage articlesposts

Peak 3 pieces in 3h at Nov 2, 6 PM; 5 pieces over 9 days (2 articles · 3 posts) Nov 2, 3 PM — 2 pieces · 2 articles — Newswires 2Nov 2, 6 PM — 3 pieces · 3 posts — Mastodon 3Nov 2, 9 PM — quietNov 3, 12 AM — quietNov 3, 3 AM — quietNov 3, 6 AM — quietNov 3, 9 AM — quietNov 3, 12 PM — quietNov 3, 3 PM — quietNov 3, 6 PM — quietNov 3, 9 PM — quietNov 4, 12 AM — quietNov 4, 3 AM — quietNov 4, 6 AM — quietNov 4, 9 AM — quietNov 4, 12 PM — quietNov 4, 3 PM — quietNov 4, 6 PM — quietNov 4, 9 PM — quietNov 5, 12 AM — quietNov 5, 3 AM — quietNov 5, 6 AM — quietNov 5, 9 AM — quietNov 5, 12 PM — quietNov 5, 3 PM — quietNov 5, 6 PM — quietNov 5, 9 PM — quietNov 6, 12 AM — quietNov 6, 3 AM — quietNov 6, 6 AM — quietNov 6, 9 AM — quietNov 6, 12 PM — quietNov 6, 3 PM — quietNov 6, 6 PM — quietNov 6, 9 PM — quietNov 7, 12 AM — quietNov 7, 3 AM — quietNov 7, 6 AM — quietNov 7, 9 AM — quietNov 7, 12 PM — quietNov 7, 3 PM — quietNov 7, 6 PM — quietNov 7, 9 PM — quietNov 8, 12 AM — quietNov 8, 3 AM — quietNov 8, 6 AM — quietNov 8, 9 AM — quietNov 8, 12 PM — quietNov 8, 3 PM — quietNov 8, 6 PM — quietNov 8, 9 PM — quietNov 9, 12 AM — quietNov 9, 3 AM — quietNov 9, 6 AM — quietNov 9, 9 AM — quietNov 9, 12 PM — quietNov 9, 3 PM — quietNov 9, 6 PM — quietNov 9, 9 PM — quietYesterday, 12 AM — quietYesterday, 3 AM — quietYesterday, 6 AM — quietYesterday, 9 AM — quietYesterday, 12 PM — quietYesterday, 3 PM — quietYesterday, 6 PM — quietYesterday, 9 PM — quietToday, 12 AM — quietToday, 3 AM — quietToday, 6 AM — quietToday, 9 AM — quietToday, 12 PM — quietToday, 3 PM — quietToday, 6 PM — quiet 1
Nov 3Nov 4Nov 5Nov 6Nov 7Nov 8Nov 9yesterdaynow · 8:41 PM ET
  1. 1

    Apple warns of headwinds to gross margins and Services revenue

    Parekh identified higher memory costs and "some costs related to the ramp of Siri AI" as pressures on gross margins, while "third-party licensing and foreign exchange" are expected to be primary headwinds for Services revenue. Apple's outlook assumes current global tariff rates remain in effect and the macroeconomic outlook does not worsen.

    “We expect our December quarter total company revenue to grow between 7 and 10% year over year, which reflects our best view of constrained supply. We expect this to be the best quarter for revenue in the history of the company.”
    — Kevan Parekh, Apple CFO · source
    • 9to5Mac@mastodon.online

      On today's earnings call, Apple said it expects its December quarter to be "the best quarter for revenue in the history of the company." Revenue is projected to grow 7-10% year over year despite supply constraints. Details now at 9to5Mac https:// 9to5mac.com/2026/11/02/apple-f…

      9to5Mac@mastodon.onlineMastodon9d agoview on Mastodon ↗
  2. background

    Apple CFO forecasts record revenue for December quarter — During the earnings call, CFO Kevan Parekh stated Apple expects the December quarter to be "the best quarter for revenue in the history of the company," projecting 7–10% year-over-year growth that would yield $153.82 billion to $158.13 billion in total revenue despite constrained supply.

  3. background

    Apple reports fiscal Q4 2026 earnings with 12% revenue growth — Apple reported fiscal Q4 2026 results with revenue of $114.5 billion, up 12% year-over-year, and net profit of $30.71 billion—both September-quarter records. The company acknowledged supply constraints on iPhone, Mac, and iPad, rising memory costs pressuring profit margins, and limited supply-chain flexibility.