Record quarter leads to new $100B share buyback, increased dividend
… Earnings grew faster than revenue, showing Apple& 039;s cost structure held as the business expanded. …
… Earnings grew faster than revenue, showing Apple& 039;s cost structure held as the business expanded. …
… Those costs could weigh on margins in the coming quarters even as revenue growth remains strong. Leadership will shift from Tim Cook to John Ternus later in 2026, with Cook known for operational discipline and Services expansion and Ternus tied to hardware execution. …
… A stable margin profile would likely do more to reassure investors than another upside revenue print. …
… Mac revenue of $8.4 billion is up from $7.95 billion. The iPad revenue of $6.9 billion is a positive move from last year& 039;s dip to $5.56 billion. Wearables, Home, and Accessories shifted from $7.5 billion in the year-ago period to $7.9 billion now. …
… The new, more aggressive offer could represent a shift in strategy. …
… A strategy built around revenue per user Apple& 039;s hardware strategy has shifted toward increasing revenue per user as global smartphone growth slows. …
… For the Q2 2025 results, Apple saw its revenue grow 5% year-over-year to $95.4 billion. Apple revenue by unit, as of end of January 2026 For iPhone, revenue was also up from $45.96 billion in Q2 2024 to $46.84 billion in Q2 2025. …
… Verizon showed the largest shift, with Apple reaching a 77% share of smartphone sales in Q1 2026. …
… Shift into Services While the bulk of Apple& 039;s revenue stems from the iPhone, a big change that Cook& 039;s Apple made was a greater focus on non-hardware elements. …
… Its Apple Music service is part of a larger ecosystem rather than a standalone revenue engine. …