Apple’s earnings and iPhone sales forecast causes significant stock movement

Apple made significant announcements today, causing a robust reaction in its shares. The corporation disclosed its fiscal fourth-quarter earnings and its full-year 2025 figures. The primary concern for many is the performance of the iPhone during this quarter and the entire year. From July to September, Apple accumulated $49.03 billion in sales from iPhones, indicating a 6.1% increase from last year’s $46.22 billion in the fiscal fourth quarter. Despite missing Wall Street’s expectations for the quarter, this amount set a new record for iPhone revenue in fiscal Q4.

Throughout fiscal 2025, Apple recorded iPhone sales of $209.59 billion, a 4.2% rise from the $201.18 billion in iPhone revenue reported in fiscal 2024. More positive news is anticipated for the iPhone’s future. During the fiscal Q4 conference call, Tim Cook, Apple’s CEO, mentioned that the company would report its highest revenue ever in the upcoming quarter ending in December (fiscal Q1 of 2026).

Initial indications for the iPhone 17 series are favorable. Even with decreased iPhone Air production, the remaining three models in the series (iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max) are purportedly achieving higher sales levels compared to their iPhone 16 counterparts.

The iPad experienced a consistent fiscal fourth quarter, generating $6.95 billion in revenue. For fiscal 2025, the iPad garnered $28.02 billion, registering a slight 5% increase from the previous year. Apple’s second-largest segment, the Services division, performed well during the fiscal fourth quarter, achieving $28.75 billion in revenue, denoting a solid 15.1% year-over-year surge. For fiscal 2025, the Services unit contributed $109.16 billion to Apple’s revenue, manifesting a 13.5% year-over-year escalation.

Tim Cook, Apple’s CEO, proudly announced, “Today, Apple is very proud to report a September quarter revenue record of $102.5 billion, including a September quarter revenue record for iPhone and an all-time revenue record for Services.” Cook expressed enthusiasm for the recent launch of the latest iPhone lineup, comprised of the iPhone 17, iPhone 17 Pro, Pro Max, and iPhone Air.