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Hello, everyone, it’s John: Apple’s Q4 2026 earnings call transcript

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Briefings

Apple CEO John Ternus joined CFO Kevan Parekh and COO Sabih Khan for a Q4 2026 earnings call where the company reported $114.5 billion in revenue, a 12% increase from the prior year, marking the best-ever fiscal year for revenue and EPS. The call highlighted major product launches including the iPhone 18 Pro/Max, new MacBook Pro, and AI-powered Siri AI, while noting the Department of Education secured a $170,000 MacBook Neos deal for the Philippines. The transcript covers the September quarter and fiscal year results, with no specific future revenue forecasts provided.

Key points

• Apple reported $114.5 billion in revenue for the quarter, representing a 12% increase from the prior year and achieving its best-ever fiscal year for revenue and EPS.
• The company launched the iPhone 18 Pro and 18 Pro Max, the all-new MacBook Pro, and the all-new iPad mini, alongside new AI features like Siri AI.

Context

This transcript is a complete record of Apple's Q4 2026 earnings call, featuring CEO John Ternus, CFO Kevan Parekh, and COO Sabih Khan. The findings are critical for understanding Apple's financial performance and strategic direction in 2026, specifically regarding its AI integration and major hardware launches.

Limitations

The transcript covers only the September quarter and fiscal year results, with no specific future revenue forecasts or detailed breakdowns of the $170,000 MacBook Neos deal in the Philippines.

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