Below is Dolphin Research's FY26Q2 earnings call Trans for Apple; for the earnings analysis, please see 'Apple: AI absent, storage price hikes — still steady?'.

Apple (AAPL), Beijing time morning of May 1, 2026, released FY26 Q2 results after the US close (quarter ended Mar 2026). Key takeaways: 1) Headline results:

Below is Dolphin Research's summary of Apple (AAPL) FY2026 Q1 earnings call Trans. For analysis of the print, see 'iPhone stole the show, Gemini as a boost: is Apple's AI era truly here?'. Key mgmt. takeaways:

1) Next-quarter guide: revenue to grow 13%-16% YoY, factoring iPhone supply constraints and TSMC advanced-node capacity. Services revenue growth will be roughly in line with this quarter (+13.9% YoY). GPM guided at 48%-49%...

Apple (AAPL) released FY26 Q1 results after-hours on the morning of Jan 31, 2026 Beijing time (quarter ended Dec 2025).

The following are the minutes of Apple's FY2025 Q4 earnings call organized by Dolphin Research. For earnings interpretation, please refer to "Apple: iPhone Holds the Center Stage, When Will AI Reveal Its True Form?" 1. Review of $Apple(AAPL.US) Earnings Core Information 1. Cash Situation: Net cash at the end of the quarter was $34 billion. 2. Shareholder Returns: This quarter, $24 billion was returned to shareholders (including $20 billion in stock buybacks and $3.9 billion in dividends). 3. Quarterly Guidance: a. Total revenue is expected to grow by 10% to 12% year-over-year...

Apple (AAPL.O) released its financial results for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of October 31, 2025, Beijing time. The key points are as follows: 1. Overall Performance: This quarter, Apple Inc. achieved revenue of $102.5 billion, an increase of 7.9% year-on-year, which is roughly in line with market expectations ($102 billion). The company's revenue growth this quarter was mainly driven by the growth in iPhone, Mac, and software services businesses. Apple's gross margin was 47.2%, an increase of 1 percentage point year-on-year, better than the market consensus expectation (46.6%)...

Since 2020, Apple has established a fixed rhythm in its iPhone product strategy: launching two entry-level models and two high-end models simultaneously each year to cover different consumer demand segments. In terms of exploring model sizes, Apple once attempted to cater to small-screen users' preferences by introducing the iPhone mini version in the iPhone 12 and iPhone 13 series. Unfortunately, this model did not receive ideal market feedback, and the exploration of the small-screen route came to a temporary halt. Subsequently, Apple shifted its focus to the large-screen market...

Apple (Minutes): The growth in capital expenditure mainly comes from AI-related investments. Below is the summary of the fiscal year 2025 third-quarter earnings call minutes for $Apple(AAPL.US) organized by Dolphin Research. For earnings interpretation, please refer to "Apple: AI Delays, Still Relying on iPhone to Save the Day." 1. Review of Apple's Core Financial Information a. Cash and Capital Returns: End-of-period cash and marketable securities: $133 billion; total debt $102 billion, net cash $31 billion...

$Apple(AAPL.US) On the morning of August 1, 2025, Beijing time, Apple released its financial results for the third quarter of fiscal year 2025 (ending June 2025) after the U.S. stock market closed. Key points are as follows: 1. Overall Performance: Driven by iPhone, performance significantly exceeded expectations. This quarter, Apple achieved revenue of $94 billion, a year-on-year increase of 9.6%, surpassing the market consensus estimate of $89.2 billion. The company's revenue growth this quarter was mainly driven by the better-than-expected performance of the iPhone business...

Apple (AAPL.O) Beijing time on the morning of May 2, 2025, released its fiscal year 2025 second-quarter earnings report (as of March 2025) after the U.S. market closed. Key points are as follows: Below is the transcript of Apple's fiscal year 2025 second-quarter earnings call. For a Quick Interpretation of the earnings report, please refer to "Apple: It's Easy to 'Lie Flat,' But Hard to Run." 1. $Apple(AAPL.US) Key Earnings Highlights: 2. Detailed Content of Apple's Earnings Call 2.1. Core Messages from Management: 1. Financial Performance Overview Total Revenue: Fiscal year 2025 second quarter...