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Apple will release its financial results for the second fiscal quarter of 2026 on Thursday, April 30. The focus will be on the MacBook Neo, Mac sales, and the impact of ongoing supply shortages.
Apple's second fiscal quarter covers the period from January to March 2026. It is traditionally the quieter quarter following the lucrative holiday season, but it provides important insights into how new products are performing in the market and how macroeconomic factors are impacting Apple's results. After a strong first quarter with expected record figures, attention now turns to the first earnings report following the launch of the MacBook Neo.
Date and procedure
Apple has confirmed that its quarterly results will be released on April 30 after the market closes. A conference call will follow, as usual, in which CEO Tim Cook and CFO Kevan Parekh will explain the results and answer questions from analysts. The call will begin at 11:00 PM CET.
What Apple itself expects
When releasing the Q1 figures, Parekh gave an unusually specific forecast for the second quarter: Apple expects revenue growth of 13 to 16 percent year-over-year. Based on the previous year's figure of $95.4 billion, this corresponds to expected revenue of between approximately $107.8 and $110.7 billion.
At the same time, Apple warned that the impact of component shortages would be more pronounced in the March quarter than in the previous quarter. Current guidance already takes into account the resulting price pressure on margins.
Mac as a decisive factor
Particular attention is being paid to the Mac business. Although the MacBook Neo only launched towards the end of the quarter, it is likely to have already provided an initial boost. Furthermore, Apple has seen a noticeable increase in Mac mini sales in recent months – fueled in part by the success of projects like OpenClaw, which have popularized the Mac mini as a compact platform.
In the same quarter last year, Apple achieved Mac sales of $7.95 billion. Whether this figure is maintained or exceeded depends on the impact of the MacBook Neo effect and Mac mini demand.
Services continue to gain momentum
The services sector remains Apple's most reliable growth engine. In the fourth quarter of 2025, service revenue reached a new all-time high of $28.75 billion. With the launch of F1 broadcasts on Apple TV in the US, the growing Apple One business, and rising App Store revenue, Q2 2026 should also deliver solid service figures.
Apple Q2 2026: Tariffs and supply chains as a burden
Apple continues to pay substantial customs duties. In the fourth quarter of 2025, these amounted to $1.1 billion, and the company anticipated approximately $1.4 billion for Q1 2026. Apple will disclose the exact amount of the burden for the March quarter on April 30. Combined with the announced component shortages, this could put more pressure on margins than in previous quarters. The quarterly figures will be published on Apple's investor relations website and subsequently discussed in the earnings call. (Image: Shutterstock / NorthSky Films)
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