… Here are the details. iPhone 17 lineup success keeps on giving According to Counterpoint Research , Apple set two revenue records in Q1 2026. First, the company captured 48% of total smartphone market revenue, its highest-ever share in a first quarter. …
… However, Apple saw iPad revenue fall 5% year over year, while Services recorded its first sequential decline since 2022, with revenue of $30.73 billion for the period, a 12% increase year over year. …
… However, over the last three months, Apple has seen a surge in Mac mini sales due to the success of OpenClaw and similar projects, and it will be interesting to see whether that translates into a meaningful impact on overall Mac revenue. Last year, Apple reported $7.95 billion in Mac revenue. …
… Vendors are bracing for further price hikes into 2027, and channels are already flagging concern about elevated inventory at these higher price points.” IDC also warned that sustained price pressure could start weighing on PC upgrade cycles, “even as interest in on-device AI processing continues to… …
… Over the past few months, multiple analysts have noted that lower-end phones are more exposed to that pressure, since they typically carry thinner margins than mid-range and high-end smartphones. …
… Late last month, Apple reported its Q3 2026 earnings , with iPhone revenue up 22% at $54.2 billion. …
… Apple’s own Q1 2026 earnings , which correspond to sales in the quarter ended December 27, showed iPad revenue growing 5% year over year to $8.5 billion. …
… Wrap up Component price pressures are not going away anytime soon. …
… The company adds: “Based on expert analysis, it appears that large numbers of U.S. developers collectively accounting for the lion’s share of App Store revenue will be able to link out profitably at the proffered rates, resulting in substantial competitive pressure on IAP, a goal this Court has rep… …
… Apple agrees to reveal India revenue as it faced massive $38B fine Ben Lovejoy Jun 3 2026 - 5:13 am PT Apple has agreed to reveal its revenue in India so that the government can calculate how much it should be fined for antitrust violations. …
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