Financial Highlights
Apple reported $143.7 billion in revenue for the quarter ended December 27, 2025, surpassing the Bloomberg consensus estimate of $138.4 billion.
Net profit reached $42.09 billion, and earnings per share (EPS) came in at $2.84, beating the expected $2.68.
Guidance vs. Expectations
In October, Tim Cook projected a 10‑12% year‑over‑year revenue increase and double‑digit iPhone growth for fiscal Q1 2026. The actual results confirmed those expectations.
- Revenue growth: ~3.8% above consensus
- EPS: $0.16 higher than forecast
Key Quotes from Tim Cook
“We expect total company revenue to grow by 10 to 12% year over year, we expect iPhone revenue to grow double digits, year over year, and we expect that would make the December quarter the best ever in the history of the company.”
Cook later added that the December quarter “delivered on that promise,” highlighting strong iPhone demand and services expansion.
Analyst and Media Coverage
Analysts praised the performance, noting the resilience of Apple’s ecosystem. Brazilian tech journalist Marcus Mendes, who has covered Apple since 2012, highlighted the significance of the results for emerging markets.
- 9to5Mac provided full earnings call coverage.
- Apple’s official earnings release is available on Apple Newsroom.
What’s Next
Investors will watch the upcoming Q2 2026 results for further guidance on iPhone sales, services growth, and potential new product announcements.