Apple will report fiscal Q4 2026 results on November 2, John Ternus's first earnings call as CEO
The quarter ran from June 28 to September 26, so it includes about nine days of iPhone 18 Pro sales but no iPhone Duo. Here's when to listen and what Apple guided for.
Apple will release its fiscal fourth-quarter 2026 results on Monday, November 2, according to an event listing on its investor relations site. The conference call starts at 2:00 p.m. PT / 5:00 p.m. ET, which is 6:00 a.m. on Tuesday, November 3, in Hong Kong and Taipei. MacRumors and 9to5Mac first spotted the update.
It will be John Ternus's first earnings call as Apple's chief executive. He took over from Tim Cook on September 1, with Cook moving to executive chairman, and CFO Kevan Parekh is expected to join him on the call.
When and where to listen
Results release: 1:30 p.m. PT on November 2, per MacRumors, or 5:30 a.m. HKT on November 3.
Conference call: 2:00 p.m. PT / 5:00 p.m. ET on November 2, or 6:00 a.m. HKT on November 3.
iPhone Duo isn't in these numbers. It launches October 23, which puts it in the December quarter. 9to5Mac also points out that the results will be the first full-quarter look at the price increases Apple made across much of its hardware lineup in late June, and that nine days of sales won't say much about iPhone 18 Pro demand on their own.
What Apple guided for
On its July 30 call, Parekh gave this outlook for the September quarter:
Revenue: Growth of 9 to 11 percent year over year. Against $102.5 billion a year earlier, that works out to about $111.7 billion to $113.7 billion.
iPhone: Revenue growth in the mid-teens percent, held back by foreign exchange and supply constraints.
Gross margin: 47 to 48 percent, including a benefit of about one percentage point from tariff refunds.
Operating expenses: $19.1 billion to $19.4 billion.
Parekh said foreign exchange would be a sequential headwind of about 2.5 percentage points and that supply constraints on iPhone, Mac, and iPad would increase significantly. Cook described memory pricing as a "100-year flood" on that call. For comparison, the June quarter brought in $109.4 billion, up 16 percent and a record for the period, including $54.3 billion from iPhone.