Apple generated $57.58 billion in iPhone revenue during the fourth quarter, marking a 17 percent year-over-year increase that helped push total net sales to $114.5 billion. Mac revenue jumped 24 percent to $10.79 billion, while services brought in $31.57 billion, helping counterbalance a 10 percent contraction in iPad sales. Looking ahead, performance was achieved without factoring in preorders for the newly announced folding iPhone Duo, which faces delivery delays reaching into 2027.
Key points
Premium device releases and price increases on legacy models successfully protected hardw…: Premium device releases and price increases on legacy models successfully protected hardware revenue margins against elevated memory costs.
Supply constraints and component expenses are being actively managed through non-memory c…: Supply constraints and component expenses are being actively managed through non-memory component discounts and strategic inventory control.
Extended delivery estimates stretching into 2027 for the folding iPhone Duo suggest subst…: Extended delivery estimates stretching into 2027 for the folding iPhone Duo suggest substantial early production limits on new form factors.
Sources checked by our analysis pipeline: 1
Apple had a record-breaking quarter for iPhone sales — despite not releasing a standard model during its latest refresh. In its fourth-quarter earnings report released on Monday, Apple says it earned $57.58 billion in iPhone revenue, marking a 17 percent jump from the same time last year.
Apple set an iPhone sales record even without a new standard iPhone
iPhone revenue jumped 12 percent even with Pro-only models during this year’s refresh.
iPhone revenue jumped 12 percent even with Pro-only models during this year’s refresh.
The increase in revenue follows the launch of Apple’s iPhone 18 lineup in September, which included a pricier iPhone 18 Pro and Pro Max model. The company raised prices across its older models at the same time. Apple also took the wraps off its first folding phone, the iPhone Duo, but its preorder sales aren’t included in this earnings report.
Like other device-makers, Apple has been dealing with supply chain constraints and rising memory costs, leading it to raise prices across its products. Meanwhile, Apple only had a “limited” number of iPhone Duos available in…
To secure necessary components against unprecedented market pricing, the tech giant expanded its manufacturing commitments by tens of billions of dollars. This aggressive stockpiling strategy is compressing profitability projections for the upcoming holiday period. Moving forward, leadership warned that further device price adjustments may be required to offset escalating manufacturing expenses.
Corporate return-to-office mandates are struggling to deliver their intended collaborative benefits as distributed team structures leave on-site staff physically isolated. A recent study reveals that uneven attendance policies frequently force employees to interact through digital tools despite commuting to corporate cubicles. This lack of organic interaction risks harming employee mental health and generating deeper workforce pushback against in-person requirements.
A petitioner approached the judiciary seeking a mechanism to regulate domestic airline ticket prices during the holiday rush, arguing that astronomical price hikes violate constitutional equality protections. The court declined to fast-track the matter, telling travelers not to fly if prices are too steep. Meanwhile, formal government guidelines to address carrier pricing standards remain in the pipeline.