Record-breaking Apple: the iPhone 17 effect pushes revenues to 144 billion

Apple does not stop running and archives the first fiscal quarter 2025-26 with numbers that shatter previous records. Dragged by the global success of gamma iPhone 17 and from a sensational recovery on the Chinese market, the company led by Tim Cook has demonstrated extraordinary resilience, exceeding analysts’ estimates despite macroeconomic pressures and rising production costs.

Record numbers

The period ending December 27, 2025, which includes the crucial Christmas holidays and Black Friday, closed with revenue of $143.8 billion, up 16% year-over-year. L’net profit reached 42.1 billionwhile earnings per share (EPS) jumped to $2.84, well exceeding the $2.68 expected by the market.

The iPhone again

Supporting this performance was once again the iPhone, the beating heart of the Cupertino ecosystem. The smartphone sales generated 85.3 billion dollars (+23% compared to the previous year)representing almost 60% of the group’s entire turnover.

Exploits in the Far East

The real surprise, however, comes from the Far East. After a phase of uncertainty, Apple has achieved a +38% in Chinawith regional revenues of $25.5 billion. A clear trend reversal that rewards the localization strategy and the appetite of Chinese consumers for new models.

“Today, Apple is proud to report an extraordinary quarter, well above our expectations,” said CEO Tim Cook. “Our installed base now numbers more than 2.5 billion active devices, a testament to our customers’ incredible satisfaction.”

Not just iPhone

The Services sector (App Store, Apple Music, iCloud) continues its growth triumphal march with 30 billion dollars in revenue (+14%). The wearable devices division is also solid, with 11.5 billion exceeding the sales of Mac (8.4 billion) and iPad (8.6 billion), confirming how the integration between hardware and software is the real key to Cupertino’s success.

While the accounts shine, Apple looks to the future

The giant locks down its strategy on artificial intelligence. According to industry rumours, the group has finalized theacquisition of the Israeli startup Q.AI for approximately 2 billion dollars. Q.AI’s technology, specializing in the recognition of facial micro-movements, could pave the way for revolutionary non-verbal interactions with devices. In parallel, Apple confirmed a historic collaboration with Alphabet (Google): the new Siri, expected later this year, will be powered by Gemini models, integrating generative artificial intelligence directly into the heart of the iOS and macOS operating systems.

Flight on the stock exchange

After closing at $258.28, Apple shares gained 1% in after-hours trading to $260.85. For shareholders there is also good news on the remuneration front. CFO Kevan Parekh announced a cash dividend of $0.26 per share, which will be paid on February 12, 2026.