AAPL · Earnings call · 2026Q2T · Full report

Geographic Revenue Shift

Apple Inc. · 2026-07-30 · Importance 42 · Surprise 40

Apple achieved June-quarter revenue records in every geographic segment, including the U.S., Latin America, Western Europe, India, China Mainland, Japan, and Southeast Asia. Management reported double-digit growth in most emerging markets and records in both developed and emerging markets. Mac posted particular strength in Greater China, while iPhone delivered records across every geographic segment. Services also achieved an emerging-market June-quarter record, with double-digit growth in transacting and paid accounts in emerging markets.

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