Apple earnings are scheduled for Monday, November 2, 2026, in the first quarterly results event led by new CEO John Ternus.
The company is expected to release its fiscal fourth-quarter results at 1:30 p.m. Pacific time, followed by an earnings call at 2 p.m. Pacific time, or 5 p.m. Eastern time.
The quarter covers the three months ended September 26 and includes only the opening days of sales for Apple’s latest iPhone lineup.
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Apple Earnings: What investors will be watching
Apple’s June-quarter results showed revenue of $109.4 billion, up 16 per cent from the same period a year earlier.
The company also reported diluted earnings per share of $2.02 and a gross margin of 50.1 per cent, with tariff refunds contributing to both figures.
For the September quarter, Apple previously indicated that revenue could grow between 9 per cent and 11 per cent year over year.
That outlook would put quarterly revenue roughly between $111.7 billion and $113.7 billion, based on the company’s prior-year comparison.
Analysts have generally positioned expectations near the upper end of that range, while also anticipating slower profit growth as component and memory costs rise.
iPhone sales will provide the clearest signal
The September quarter includes only nine days of sales for the iPhone 18 Pro and iPhone 18 Pro Max, which went on sale on September 18.
That timing means the results will not provide a full measure of demand for Apple’s newest smartphone generation.
The company’s first foldable phone, the iPhone Duo, was released on October 23 and will therefore be reflected primarily in the fiscal first quarter of 2027.
Investors are expected to seek early information about demand for the foldable device, supply availability and whether reported display problems could affect replacement costs or customer satisfaction.
The December quarter is traditionally important for Apple because it includes the holiday shopping period and a complete quarter of sales for products launched in the autumn.
New leadership faces its first major test
John Ternus became Apple’s CEO on September 1, succeeding Tim Cook, who moved into the role of executive chairman.
Ternus joined Apple in 2001 and previously led the company’s hardware engineering division.
His first earnings call comes as Apple presents a wider product strategy that includes new iPhone models, artificial-intelligence features and additional hardware categories.
Investors are likely to focus on how Ternus describes demand, product availability and Apple’s approach to artificial intelligence, including the company’s updated Siri platform.
The call will also give Ternus an opportunity to outline priorities for the remainder of fiscal 2027, although Apple typically provides limited formal guidance beyond near-term revenue and margin commentary.
Rising costs could pressure margins
Memory pricing and broader supply constraints have become a central concern for technology companies heading into the holiday quarter.
Higher costs for memory and other components could limit the benefit of strong product demand if Apple is unable to pass those costs on through pricing or offset them with its services business.
Apple’s services segment, which includes the App Store, subscriptions, advertising and cloud services, has become increasingly important to the company’s overall growth and profitability.
Analysts expect services growth to remain positive, but they are watching whether expansion continues to slow from the faster rates recorded in earlier periods.
Apple’s gross-margin outlook will be especially important because it will show how the company expects tariffs, foreign exchange movements, product mix and supply costs to affect profitability.
When and where to follow the report
Apple is expected to publish the results through its investor-relations website on Monday, November 2.
The conference call is scheduled for 2 p.m. Pacific time, or 5 p.m. Eastern time, with Ternus and chief financial officer Kevan Parekh expected to discuss the figures.
The key information will include revenue, earnings per share, sales by product category, regional performance, gross margin and guidance for the December quarter.
For Canadian investors, the most closely watched details are likely to be iPhone demand, services growth, the impact of higher component costs and management’s expectations for the holiday season.
The report will not provide a complete financial picture of the iPhone Duo because that product launched after the September quarter ended.
Frequently Asked Questions
When will Apple release its Q4 2026 earnings?
Apple is scheduled to release its fiscal fourth-quarter 2026 results on Monday, November 2, 2026, at about 1:30 p.m. Pacific time.
What time is Apple’s Q4 2026 earnings call?
The earnings call is scheduled for 2 p.m. Pacific time, or 5 p.m. Eastern time, on November 2, 2026.
Will the iPhone Duo be included in Apple’s Q4 2026 results?
Only minimally, if at all, because the iPhone Duo launched on October 23, after Apple’s fiscal quarter ended on September 26.
Why is this Apple earnings report important?
It is the first quarterly results event led by John Ternus since he became Apple’s CEO on September 1, 2026.
What should investors watch in Apple’s report?
Key areas include iPhone 18 sales, services growth, gross margins, memory and component costs, and the company’s outlook for the holiday quarter.
Fact-Checked: Key dates, leadership details, prior-quarter figures and scheduled earnings information were checked against Apple’s investor-relations and newsroom materials.
Disclaimer: Analyst expectations are estimates and may differ from Apple’s reported results or subsequent guidance.