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Apple Q4: iPhone up 17% YoY to $57.58B, vs. $56.54B est., Mac up 24% to $10.8B, iPad down 10% to $6.2B, and Wearables, Home, and Accessories down 8% to $8.3B (Marcus Mendes/9to5Mac)

By · Published by Everything Blog

In short

The company's fourth-quarter financial performance was primarily anchored by its smartphone and personal computer categories. Outperforming Wall Street expectations, handset sales generated $57.58 billion in total revenue to lead the period's growth. In contrast, smaller hardware divisions faced contractions, highlighted by double-digit drops in tablet demand alongside softening accessory purchases.

Key points

  • Expanding handset and computer sales successfully countered downturns across the company'…: Expanding handset and computer sales successfully countered downturns across the company's other major hardware categories.
  • Tablet revenues experienced the steepest year-over-year percentage drop among all reporte…: Tablet revenues experienced the steepest year-over-year percentage drop among all reported product segments.
  • Wearables, Home, and Accessories fell by 8% to generate $8.3 billion in quarterly revenue.: Wearables, Home, and Accessories fell by 8% to generate $8.3 billion in quarterly revenue.

Sources checked by our analysis pipeline: 1

Apple: |

Marcus Mendes / 9to5Mac: |

Bailey Lipschultz / Bloomberg: |

Ashley Capoot / CNBC: |

Yasutaka Tamura / Bloomberg: |

Anhata Rooprai / Reuters: |

Bloomberg: |

Bruno Ferreira / Tom's Hardware: |

Aaron Tilley / The Information: |

Washington Post: |

Rikiya Takehi: |

Ivan Mehta / TechCrunch: |

Siladitya Ray / Forbes: |

Charlotte Klein / New York Magazine: |

OpenAI: |

Liam Proven / The Register: |

Kelly Cloonan / Wall Street Journal: |

Samantha Subin / CNBC: |

Matt Burgess / Wired: |

Scott Alexander / LessWrong: |

Reuters: |

Todd Spangler / Variety: |

SemiAnalysis: |

Reuters: |

Rest of World: |

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John Werner / Forbes: |

Michael S. Rosenwald / New York Times: |

Bloomberg: |

Rivka Galchen / New Yorker: |

YC Labs: |

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