Apple has set the date for its fiscal year-end earnings report. On Monday, November 2nd, the company will release its results for the fourth fiscal quarter. This is the first quarter to be fully impacted by the June price increases – and the first report with John Ternus as CEO.
Apple has announced the date on its investor relations page. The conference call regarding the results of the fourth quarter of fiscal year 2026 is scheduled for Monday, November 2nd, at 2 p.m. local time in California.
The quarter covers the months of July through September. Apple presented its figures for the previous quarter on July 30, reporting revenue of $109.4 billion in the best June quarter in the company's history.
Key Facts at a Glance
- Apple will release its results for the fourth fiscal quarter of 2026 on Monday, November 2nd.
- The conference call will begin at 2 p.m. local time in California, and at 11 p.m. in Germany, Austria and Switzerland.
- Apple has projected revenue growth of 9 to 11 percent compared to the same quarter last year.
- This is the first quarter to run entirely under the price increases of June.
Time for Germany, Austria and Switzerland
The conference begins at 2 pm Pacific Time, which is 11 pm in Germany, Austria and Switzerland.
At the end of October, the clocks will shift for a week: In Germany, the clocks will be changed on October 25th, while in the USA they will not be changed until November 1st. On November 2nd, both sides will return to standard time, so the difference will once again be nine hours.
What Apple itself expects
In its third-quarter earnings call, Apple announced revenue growth of 9 to 11 percent year-over-year for the September quarter. This figure includes a currency headwind of approximately 2.5 percentage points. At the same time, Apple announced significantly more severe supply shortages for iPhones, Macs, and iPads due to a lack of chips manufactured using the most advanced processes.
In the fourth quarter of 2025, revenue was $102.47 billion. If Apple's forecast proves accurate, this results in the following range:
| Key figure | Value |
|---|---|
| Revenue Q4 2025 | 102.47 billion US dollars |
| Growth forecast Q4 2026 | 9 to 11 percent |
| Based on this, calculated revenue Q4 2026 | US$111.69 to US$113.74 billion |
| iPhone sales growth forecast | mid-teens range, so around 15 percent |
| Gross margin forecast | 47 to 48 percent |
The revenue margin is calculated from the previous year's figure and Apple's forecast; Apple itself does not specify a dollar amount. According to Apple, the gross margin includes a benefit of approximately one percentage point from customs refunds.
First time with price increases and a new CEO
At the end of June, Apple raised prices for Macs, iPads, and other products. The increase came just days before the end of the third quarter, making the fourth quarter the first in which the new prices were in effect for three months.
Furthermore, this is the first quarterly report since John Ternus took over as CEO of Apple on September 1st. He was still present as the future CEO during the third-quarter conference call.
What I'm looking at on November 2nd
I consider the Mac and iPad figures to be the most revealing part of the report. There, the higher prices coincided with the supply bottlenecks that Apple itself has acknowledged. Apple stated in July that it was unable to assess the impact of the price increase on demand – the report on November 2nd provides the first complete figures on this.
The figures for the iPhone are less meaningful. The new models from September are only included in the quarter based on their first days of sale; their full impact will only be reflected in the report at the end of January.
Do you expect Apple to finish at the upper end of its own price forecast despite the higher prices? Share your prediction in the comments.
