Apple is set to release its fiscal Q4 2026 results today, with CEO John Ternus and CFO Kevan Parekh hosting a live post-earnings call. This marks Ternus’s first earnings call since stepping in as CEO following Tim Cook’s departure in September. Analysts expect discussions to highlight ongoing challenges such as rising component costs, shortages in memory supply, and how these issues might affect performance during the upcoming holiday quarter.
The company previously projected a year-over-year revenue growth between 9% and 11%, despite considerable supply constraints in key product lines including iPhones, Macs, and iPads. Based on that forecast, quarterly revenue is expected to land in the range of approximately $111.7 billion to $113.7 billion.
What’s New in This Quarter
The Q4 numbers will include just a few days of sales from the recently launched iPhone 18 Pro and iPhone 18 Pro Max, which hit shelves on September 18. Investors are especially keen to hear Outlook guidance from Apple regarding its next product wave—most notably the upcoming iPhone Duo, the new touchscreen MacBook Pro, and a smart home hub named HomeView.
How to Listen Live
The earnings report is scheduled to drop half an hour after the market closes today. The live conference call will begin at 2:00 p.m. Pacific, 5:00 p.m. Eastern, featuring prepared remarks from Apple’s leadership followed by a Q&A with analysts. You can stream the event in real time via Apple’s Investor Relations site.
Stay tuned to thedailytechfeed.com later today for a full breakdown of Apple’s results, analysis, and what investors should keep an eye on this holiday season.
Analysis:This earnings call carries extra weight, marking John Ternus’s first full opportunity to frame Apple’s narrative on rising costs, supply issues, and product strategy. How Apple addresses component shortages and its outlook for holiday demand—especially for devices like the upcoming iPhone Duo and HomeView—could set investor expectations and give insights into the company’s ability to adapt under new leadership.
