Apple (AAPL) Earnings Call Transcripts
发布时间:2026-09-22 | 浏览:1
Fiscal Year 2026
Product Launch Sep 9, 2026 Major product launches include iPhone 18 Pro, iPhone Duo foldable, AirPods 5, and Apple Watch Series 12/Ultra 4, all featuring advanced AI, new health and privacy features, and significant hardware upgrades. Pricing, accessories, and sustainability initiatives were also highlighted. Play audio Read full transcript →
Major product launches include iPhone 18 Pro, iPhone Duo foldable, AirPods 5, and Apple Watch Series 12/Ultra 4, all featuring advanced AI, new health and privacy features, and significant hardware upgrades. Pricing, accessories, and sustainability initiatives were also highlighted.
Earnings Call: Q3 2026 Jul 30, 2026 Revenue grew 16% year-over-year to $109.4 billion, with record results across iPhone, Mac, and services despite supply constraints and FX headwinds. Gross margin reached 50.1%, aided by tariff refunds, while net income was $29.8 billion. September quarter guidance reflects ongoing supply and FX challenges. Play audio Read full transcript → Earnings release Quarterly report
Revenue grew 16% year-over-year to $109.4 billion, with record results across iPhone, Mac, and services despite supply constraints and FX headwinds. Gross margin reached 50.1%, aided by tariff refunds, while net income was $29.8 billion. September quarter guidance reflects ongoing supply and FX challenges.
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Earnings Call: Q2 2026 Apr 30, 2026 Revenue grew 17% year-over-year to $111.2B, with net income up 22% and record EPS. Strong double-digit growth was seen across all segments and geographies, despite supply constraints. CEO transition and expanded capital return program announced. Play audio Read full transcript → Earnings release Quarterly report
Revenue grew 17% year-over-year to $111.2B, with net income up 22% and record EPS. Strong double-digit growth was seen across all segments and geographies, despite supply constraints. CEO transition and expanded capital return program announced.
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Earnings Call: Q1 2026 Jan 29, 2026 Achieved record revenue and EPS with strong iPhone and services growth, despite supply constraints and rising memory costs. Guidance anticipates continued double-digit revenue growth and robust margins, supported by AI innovation and expanding installed base. Play audio Read full transcript → Quarterly report Earnings release
Achieved record revenue and EPS with strong iPhone and services growth, despite supply constraints and rising memory costs. Guidance anticipates continued double-digit revenue growth and robust margins, supported by AI innovation and expanding installed base.
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Fiscal Year 2025
Earnings Call: Q4 2025 Oct 30, 2025 Q4 FY25 revenue rose 8% to $102.5B, with record services and strong iPhone 17 demand. Gross margin hit 47.2%, and net income reached $27.5B. December quarter revenue is expected to grow 10%-12% year-over-year, driven by robust product and services momentum. Play audio Read full transcript → Annual report Earnings release
Q4 FY25 revenue rose 8% to $102.5B, with record services and strong iPhone 17 demand. Gross margin hit 47.2%, and net income reached $27.5B. December quarter revenue is expected to grow 10%-12% year-over-year, driven by robust product and services momentum.
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Product Launch Sep 9, 2025 Major product updates include AirPods Pro 3 with live translation and fitness features, Apple Watch Series 11 with hypertension detection, and a new iPhone 17 lineup featuring advanced displays, Apple silicon, and camera systems. All products emphasize durability, sustainability, and AI-powered experiences. Play audio Read full transcript →
Major product updates include AirPods Pro 3 with live translation and fitness features, Apple Watch Series 11 with hypertension detection, and a new iPhone 17 lineup featuring advanced displays, Apple silicon, and camera systems. All products emphasize durability, sustainability, and AI-powered experiences.
Earnings Call: Q3 2025 Jul 31, 2025 June quarter revenue reached a record $94B, up 10% YoY, with double-digit growth in iPhone, Mac, and services. Net income hit $23.4B, and EPS rose 12% YoY. Guidance calls for mid to high single-digit revenue growth next quarter, with tariffs expected to impact costs. Play audio Read full transcript → Quarterly report Earnings release
June quarter revenue reached a record $94B, up 10% YoY, with double-digit growth in iPhone, Mac, and services. Net income hit $23.4B, and EPS rose 12% YoY. Guidance calls for mid to high single-digit revenue growth next quarter, with tariffs expected to impact costs.
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WWDC25 Keynote Jun 9, 2025 Apple unveiled a sweeping redesign across all platforms with Liquid Glass, expanded Apple Intelligence features, and major updates to core apps and developer tools. New AI-powered capabilities, a unified design, and enhanced productivity tools will roll out in OS updates this fall. Play audio Read full transcript →
Apple unveiled a sweeping redesign across all platforms with Liquid Glass, expanded Apple Intelligence features, and major updates to core apps and developer tools. New AI-powered capabilities, a unified design, and enhanced productivity tools will roll out in OS updates this fall.
Earnings Call: Q2 2025 May 1, 2025 Revenue grew 5% year over year to $95.4 billion, with record services revenue and strong product growth in iPhone, iPad, and Mac. Gross margin was 47.1%, and net income reached $24.8 billion. June quarter guidance anticipates low to mid-single-digit revenue growth and $900 million in tariff-related costs. Play audio Read full transcript → Quarterly report Earnings release
Revenue grew 5% year over year to $95.4 billion, with record services revenue and strong product growth in iPhone, iPad, and Mac. Gross margin was 47.1%, and net income reached $24.8 billion. June quarter guidance anticipates low to mid-single-digit revenue growth and $900 million in tariff-related costs.
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Earnings Call: Q1 2025 Jan 30, 2025 Record quarterly revenue and EPS were driven by strong growth in Mac, iPad, and services, with Apple Intelligence features boosting iPhone 16 demand in key markets. Gross margin reached 46.9%, and the installed base surpassed 2.35 billion devices. Play audio Read full transcript → Quarterly report Earnings release
Record quarterly revenue and EPS were driven by strong growth in Mac, iPad, and services, with Apple Intelligence features boosting iPhone 16 demand in key markets. Gross margin reached 46.9%, and the installed base surpassed 2.35 billion devices.
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Fiscal Year 2024
Earnings Call: Q4 2024 Oct 31, 2024 Record September quarter revenue of $94.9B, up 6% year-over-year, driven by iPhone and services growth. Gross margin reached 46.2%, and net income (excluding a one-time tax charge) was $25B. December quarter revenue is expected to grow low to mid-single digits. Play audio Read full transcript → Annual report Earnings release
Record September quarter revenue of $94.9B, up 6% year-over-year, driven by iPhone and services growth. Gross margin reached 46.2%, and net income (excluding a one-time tax charge) was $25B. December quarter revenue is expected to grow low to mid-single digits.
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Product Launch Sep 9, 2024 Major product updates include Apple Watch Series 10, Ultra 2, AirPods 4, and iPhone 16/Pro, all featuring advanced AI, health, and camera capabilities. Sustainability is emphasized with carbon-neutral options, recycled materials, and fiber-based packaging. Play audio Read full transcript →
Major product updates include Apple Watch Series 10, Ultra 2, AirPods 4, and iPhone 16/Pro, all featuring advanced AI, health, and camera capabilities. Sustainability is emphasized with carbon-neutral options, recycled materials, and fiber-based packaging.
Earnings Call: Q3 2024 Aug 1, 2024 Revenue reached a June quarter record of $85.8B, up 5% year-over-year, with EPS up 11% to $1.40. Services revenue hit an all-time high, and strong growth in iPad and Mac offset a slight iPhone decline. Apple Intelligence and Vision Pro launches highlight ongoing innovation. Play audio Read full transcript → Quarterly report Earnings release
Revenue reached a June quarter record of $85.8B, up 5% year-over-year, with EPS up 11% to $1.40. Services revenue hit an all-time high, and strong growth in iPad and Mac offset a slight iPhone decline. Apple Intelligence and Vision Pro launches highlight ongoing innovation.
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Service Launch Jun 10, 2024 Major updates were announced across all Apple platforms, including iOS 18, iPadOS 18, macOS Sequoia, and visionOS 2, with a focus on customization, privacy, and productivity. Apple Intelligence, a new generative AI system, is deeply integrated for personal, private, and context-aware experiences, and developers gain new tools to enhance their apps. Play audio Read full transcript →
Major updates were announced across all Apple platforms, including iOS 18, iPadOS 18, macOS Sequoia, and visionOS 2, with a focus on customization, privacy, and productivity. Apple Intelligence, a new generative AI system, is deeply integrated for personal, private, and context-aware experiences, and developers gain new tools to enhance their apps.
Earnings Call: Q2 2024 May 2, 2024 Play audio Read full transcript → Earnings release Quarterly report
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Earnings Call: Q1 2024 Feb 1, 2024 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2023
Earnings Call: Q4 2023 Nov 2, 2023 Play audio Read full transcript → Annual report Earnings release
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Product Launch Oct 31, 2023 Play audio Read full transcript →
Product Launch Sep 12, 2023 Play audio Read full transcript →
Earnings Call: Q3 2023 Aug 3, 2023 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2023 May 4, 2023 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2023 Feb 2, 2023 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2022
Earnings Call: Q4 2022 Oct 27, 2022 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2022 Jul 28, 2022 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2022 Apr 28, 2022 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2022 Jan 27, 2022 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2021
Earnings Call: Q4 2021 Oct 28, 2021 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2021 Jul 27, 2021 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2021 Apr 28, 2021 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2021 Jan 27, 2021 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2020
Earnings Call: Q4 2020 Oct 29, 2020 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2020 Jul 30, 2020 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2020 Apr 30, 2020 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2020 Jan 28, 2020 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2019
Earnings Call: Q4 2019 Oct 30, 2019 Play audio Read full transcript → Annual report Earnings release
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Product Launch Sep 10, 2019 Play audio Read full transcript →
Earnings Call: Q3 2019 Jul 30, 2019 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2019 Apr 30, 2019 Play audio Read full transcript → Quarterly report Earnings release
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Service Launch Mar 25, 2019 Play audio Read full transcript →
Earnings Call: Q1 2019 Jan 29, 2019 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2018
Earnings Call: Q4 2018 Nov 1, 2018 Play audio Read full transcript → Annual report Earnings release
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Product Launch Oct 30, 2018 Play audio Read full transcript →
Product Launch Sep 12, 2018 Play audio Read full transcript →
Earnings Call: Q3 2018 Jul 31, 2018 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2018 May 1, 2018 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2018 Feb 1, 2018 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2017
Earnings Call: Q4 2017 Nov 2, 2017 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2017 Aug 1, 2017 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2017 May 2, 2017 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2017 Jan 31, 2017 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2016
Earnings Call: Q4 2016 Oct 25, 2016 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2016 Jul 26, 2016 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2016 Apr 26, 2016 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2016 Jan 26, 2016 Play audio Read full transcript → Quarterly report Earnings release Slides
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Fiscal Year 2015
Earnings Call: Q4 2015 Oct 27, 2015 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2015 Jul 21, 2015 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2015 Apr 27, 2015 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2015 Jan 27, 2015 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2014
Earnings Call: Q4 2014 Oct 20, 2014 Play audio Read full transcript → Earnings release Annual report
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Product Launch Oct 16, 2014 Play audio Read full transcript →
Earnings Call: Q3 2014 Jul 22, 2014 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2014 Apr 23, 2014 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2014 Jan 27, 2014 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2013
Earnings Call: Q4 2013 Oct 28, 2013 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2013 Jul 23, 2013 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2013 Apr 23, 2013 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2013 Jan 23, 2013 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2012
Earnings Call: Q4 2012 Oct 25, 2012 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2012 Jul 24, 2012 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2012 Apr 24, 2012 Play audio Read full transcript → Earnings release Quarterly report
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Investor Update Mar 19, 2012 Play audio Read full transcript → Press release
Earnings Call: Q1 2012 Jan 24, 2012 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2011
Earnings Call: Q4 2011 Oct 18, 2011 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2011 Jul 19, 2011 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2011 Apr 20, 2011 Play audio Read full transcript → Quarterly report Earnings release
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