Apple (AAPL) Company Report

Europe’s smartphone market declined about 1% to 134.2 million units in 2025 amid subdued demand and new eco-design and USB-C regulations.
Apple shipped a record 36.9 million iPhones in Europe (up 6% year-over-year), capturing a 27% market share driven by strong replacement demand for iPhone 16, 16e, 16 Pro Max and 17 Pro Max.
Samsung remained the region’s largest vendor with 46.6 million shipments, followed by Xiaomi at 21.8 million; HONOR entered the top five and Motorola shipped 7.7 million units (down 5%, but with double-digit Q4 growth).
Omdia warns the market could be weaker in 2026 due to RAM and processor supply constraints.

4 days ago

Morningstar

Apple accelerates AI wearables development

AAPL

New Projects/Investments

Product Launch

Apple is fast-tracking three AI wearables—smart glasses (N50), an AirTag-sized pendant, and camera-equipped AirPods—to connect with the iPhone and feed visual context into a revamped Siri interface.
The smart glasses target production in late 2026 for a likely 2027 launch, while camera-equipped AirPods could arrive as soon as late 2026; the pendant remains early-stage with a 2027 aim.
Apple shares jumped about 2.7%, whereas EssilorLuxottica’s ADRs fell over 7%, underscoring investor enthusiasm and competitive impact.
The initiative is led by Apple’s internal Vision Products Group and reflects a strategic shift toward AI hardware under CEO Tim Cook.

Feb 17, 2026, 6:18 PM

Fortune

Apple opens CarPlay to third-party AI assistants

AAPL

Product Launch

New Projects/Investments

Apple to open CarPlay to third-party AI voice assistants (OpenAI’s ChatGPT, Google’s Gemini, Anthropic’s Claude), marking the first non-Apple assistants directly accessible inside CarPlay.
Siri remains the default assistant with its dedicated button and wake phrase; third-party AI apps must be launched manually and cannot hijack Siri controls.
Apple is investing in its own AI capabilities, including the Q.AI acquisition and a partnership to integrate Google’s Gemini into future Siri/Foundation Models, and developing a “World Knowledge Answers” enhancement for Siri.
CEO Tim Cook warns of a global memory chip shortage likely to push up component costs; analysts believe Apple’s supplier relationships may help secure needed parts.

Feb 7, 2026, 12:20 AM

Bloomberg

Apple: Global tablet shipments rise 10% in 2025 as growth slows

AAPL

Demand Weakening

Global tablet shipments projected to grow 9.8% to 162 million units in 2025, with Q4 volumes at 44 million units (+9.8% YoY).
Apple led the market in Q4 2025 with 19.63 million iPads shipped (44.9% share; +16.5% YoY).
Samsung’s Q4 shipments fell 9.2% to 6.44 million units, while Huawei and Xiaomi gained momentum with 14.8% and 10.1% growth, respectively.
Omdia warns that after pandemic-driven peak demand and seasonal promotions, tablet market growth is nearing a slowdown, with intensified pressures expected in 2026.

Feb 5, 2026, 8:55 AM

Press Release

Apple plans in-house AI chip production and proprietary data centers

AAPL

New Projects/Investments

Apple plans mass production of in-house Baltra AI server chips in 2026.
The company is developing proprietary AI-focused data centers to support Apple Intelligence, extending its hardware stack into the cloud.
This strategy aims to enhance performance and sovereignty by reducing reliance on third-party cloud providers, controlling cost, security, and scalability.

Feb 4, 2026, 1:35 PM

Press Release

Apple’s iPhone ASP hits $1,000 in Q4 2025

AAPL

Apple’s iPhone ASP reached US$1,032 in Q4 2025, up 11.5% YoY as the premium iPhone 17 mix drove strong pricing power.
iPhone shipments totaled 82.6 million units in Q4 2025, capturing 24.6% of global smartphone volume, a 10.6% year-over-year increase.
For full-year 2025, Apple shipped 242.8 million iPhones, growing 9.9% YoY and securing 19.3% market share, marking its first annual lead in global smartphone shipments.

Jan 30, 2026, 2:19 AM

Press Release

Apple reports record iPhone sales and quarterly revenue

AAPL

Earnings

Revenue Acceleration/Inflection

Apple posted record $143.8 billion quarterly revenue, up 16% year over year, with iPhone sales hitting a record $85 billion, a 23% increase.
Greater China revenue surged 38% to $25.5 billion, more than double Apple's overall growth, driven by strong iPhone 17 demand and in-store traffic.
Services reached all-time highs, complementing robust hardware sell-through across regions.
CEO Tim Cook highlighted India as a strategic growth market, achieving record quarterly revenue across iPhone, Mac, and iPad.

Jan 29, 2026, 10:39 PM

Barron's

Apple reports record fiscal Q1 2026 results

AAPL

Earnings

Dividends

New Projects/Investments

Apple posted record fiscal Q1 2026 revenue of $143.8 billion and net profit of $42.1 billion (EPS $2.84)
iPhone revenue rose 23% to $85.3 billion, driven by all-time unit performance and a rebound in Greater China
Services revenue hit a record $30 billion, with the installed base topping 2.5 billion active devices
Greater China revenue jumped 38% to $25.53 billion, transforming the region into a headline-strength market
Declared a $0.26 quarterly dividend, issued no forward guidance, and emphasized AI investments, including partnerships like Q.ai

Jan 29, 2026, 10:35 PM

Bloomberg

Apple announces Q1 FY2026 results

AAPL

Earnings

Guidance Update

Share Buyback

Revenue of $143.8 billion (+16% YoY) and EPS of $2.84 (+19% YoY), both all-time quarterly records.
iPhone revenue reached $85.3 billion (+23% YoY); Services revenue was $30 billion (+14% YoY); active device base surpassed 2.5 billion.
Gross margin of 48.2%, up 100 bps sequentially; Q2 revenue expected to grow 13–16% YoY with gross margin of 48–49%.
Returned nearly $32 billion to shareholders—including $25 billion in share repurchases—and ended Q1 with $145 billion in cash and marketable securities (net cash $54 billion).
Board declared a quarterly dividend of $0.26 per share, payable February 12, 2026.

Jan 29, 2026, 10:00 PM

Transcript

Apple reports Q1 FY2026 results

AAPL

Earnings

Guidance Update

Share Buyback

Apple delivered $143.8 B revenue, up 16% YoY, marking its best quarter ever.
iPhone revenue reached $85.3 B (+23% YoY; all-time record) and Services hit $30 B (+14% YoY; record in developed & emerging markets).
Gross margin expanded to 48.2%, with net income of $42.1 B, EPS of $2.84 (+19% YoY), and operating cash flow of $53.9 B (all-time high).
Active installed base surpassed 2.5 B devices, reaching an all-time high across all product categories and regions.
For Q2 FY26, Apple guides 13–16% YoY revenue growth, 48–49% gross margin, $18.4–18.7 B in OpEx, and expects to return ~$32 B to shareholders (including $25 B buybacks and $3.9 B dividends); net cash stood at $54 B at quarter end.