GoKawiilApple posts record Q4 revenue as iPhone, Mac sales surge on AI demand
Apple reported its best-ever fiscal year for revenue and earnings per share, with September-quarter iPhone revenue up 17.5% to $57.6 billion and Mac revenue up 24% to $10.8 billion, a four-year high. CFO Kevan Parekh said AI offers 'a wide range of ways' to drive revenue, including device upgrades, third-party app fees, and paid access to Apple's own AI features. Shares fell in premarket trading after Apple warned rising memory costs would squeeze holiday-quarter margins.
GoKawiil's interpretation of the reporting above, not reported fact.
Apple hasn't broken out how much of its growth stems from AI versus price increases, but executives' repeated emphasis on AI suggests the company sees it as a durable sales driver without matching rivals' massive infrastructure spending. This positions Apple to profit from AI largely as a distributor and monetizer of others' technology rather than as an infrastructure builder, though the margin warning hints at cost pressures that could complicate that strategy.
- Apple posted record fiscal-year revenue and EPS, with iPhone and Mac sales both growing strongly.
- AI and Apple Intelligence were mentioned a record 45 times on the earnings call, per AlphaSense.
- Rising memory costs are expected to pressure profit margins in the holiday quarter, pushing shares down premarket.
Apple iPhone 16 Pro — With Apple leaning hard into AI features baked directly into iOS, the iPhone 16 Pro is the best way to experience Apple Intelligence firsthand. It pairs Apple's latest silicon with the camera and display upgrades that are driving the strong iPhone revenue numbers mentioned in the article.
See Apple iPhone 16 Pro on Amazon → Affiliate link — we may earn a commission on purchases, at no extra cost to you. Product picked by AI based on this article; it is not a tested recommendation.Source: theverge.com — Rani Molla, 2026-11-03
Published there as: “Apple is all in on AI — its own and everyone else’s”
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