AAPL · 10-Q · 2026Q2 · Full report
Products and Technology
Apple Inc. · 2026-07-31 · Importance 38 · Surprise 60 · No source text
During the third quarter of 2026, Apple announced iOS 27, macOS 27 Golden Gate, iPadOS 27, watchOS 27, visionOS 27 and tvOS 27 and introduced Siri AI, signaling a major software and AI feature rollout across device categories. Product introductions can materially impact net sales, cost of sales and channel inventory as indirect channels are filled with new inventory following launches. The introduction of Siri AI suggests a strategic push to integrate AI across iPhone, Mac and other device ecosystems to drive future device and Services engagement.
Key facts
- iPhone net sales: $54,252 million in the three months ended June 27, 2026. source
- Mac net sales: $10,352 million in the three months ended June 27, 2026. source
- iPad net sales: $6,191 million in the three months ended June 27, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +49.6% | iPhone net sales: $54,252 million in the three months ended June 27, 2026. |
| revenue | positive | realized | +9.5% | Mac net sales: $10,352 million in the three months ended June 27, 2026. |
| revenue | positive | realized | +5.7% | iPad net sales: $6,191 million in the three months ended June 27, 2026. |