Apple Inc. (AAPL)

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Apple Inc. (AAPL) — Tellvest

Latest Quarter Insights

2026 Q1

Sentiment

8/10+1

How this score was built

Base8Transcript0EPS0Guidance0Final8

How this score was built

Base8Transcript0

Macro Signals

↓Supply Chain↑Consumer Spending↑AI & Tech

Key Themes7

positive📊 company

Best-Ever Quarter With $143.8B Revenue, Up 16%

Revenue of $143.8 billion exceeded expectations with 16% year-over-year growth, setting all-time records for revenue, net income, EPS, and operating cash flow.

Revenue Growth

positive📊 company

IPhone 17 Drives Staggering 23% Growth And All-Time Revenue Record

iPhone revenue hit $85.3 billion, up 23%, with all-time records across every geographic segment and an all-time record for upgraders.

DemandProduct LaunchRevenue Growth

negative📊 company

Supply Constraints On Advanced 3nm Nodes Limiting Upside

Q&A Topicsfrequency by quarter

	Demand	Cloud & AI	Innovation & R&D	Supply Chain	Trade Tariffs	Product Launch	Revenue Growth	Margin
2025Q1	11	9	4	1	1	6	2	4
2025Q2	5	4	4	5	7	1	2	2
2025Q3	6	8	4	3	6	2	3
2025Q4	10	6	2	3	1	3	3	3
2026Q1	6	7	3	5	1	2	4	4

	'25Q1	'25Q2	'25Q3	'25Q4	'26Q1
Demand	11	5	6	10	6
Cloud & AI	9	4	8	6	7
Innovation & R&D	4	4	4	2	3
Supply Chain	1	5	3	3	5
Trade Tariffs	1	7	6	1	1
Product Launch	6	1	2	3	2
Revenue Growth	2	2	3	3	4
Margin	4	2		3	4

Analyst Q&A11 analysts · 22 questions

Aaron RakersWells Fargo

can you maybe unpack some of the things that you're seeing in the Indian market as far as iPhone traction

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should think about that as a lever and maybe a supportive factor to gross margin that might be underappreciated

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Amit DaryananiEvercore ISI

What's driving the strength over here? And just sort of the durability of the growth rate we saw in December would be helpful to understand

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