AAPL · Earnings call · 2026Q2T · Full report
Products and Technology
Apple Inc. · 2026-07-30 · Importance 34 · Surprise 42 · No source text
Apple introduced the iPhone 17 family, including iPhone 17 Pro and Pro Max, iPhone Air, iPhone 17, and iPhone 17e, powered by A19 and A19 Pro. The Mac lineup expanded with MacBook Neo, while MacBook Air uses M5 and MacBook Pro uses M5 Pro and M5 Max. Apple highlighted on-device AI performance across its silicon platforms, including Mac mini for agentic AI and Mac Studio clusters running frontier models locally. The company also launched or previewed Siri AI, live translation in AirPods, and new health, accessibility, and child-safety features across its platforms.
Key facts
- iPhone revenue for the June quarter: $54.3 billion, up 22% year-over-year
- Install base of active devices: over two and a half billion active devices (all-time high)
- Mac revenue for the June quarter: $10.4 billion, up 29% year-over-year
- iPad revenue for the June quarter: $6.2 billion
- Wearables, home, and accessories revenue for the June quarter: $7.9 billion, up 6% year-over-year
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +8.9% | iPhone revenue for the June quarter: $54.3 billion, up 22% year-over-year |
| revenue | positive | realized | +2.1% | Mac revenue for the June quarter: $10.4 billion, up 29% year-over-year |
| revenue | positive | realized | +0.4% | Wearables, home, and accessories revenue for the June quarter: $7.9 billion, up 6% year-over-year |
| revenue | positive | realized | — | iPad revenue for the June quarter: $6.2 billion |