Apple Inc.
Q4 2024 Earnings
Market Reaction
S&P 500 over the same 30 days: +6.41%.
Did AAPL Beat Earnings? Q4 2024 Results
Apple delivered a standout fiscal fourth quarter, with non-GAAP adjusted diluted EPS of $1.64 clearing the $0.95 consensus estimate by 72.63%, as revenue climbed 6.1% year over year to $94.93 billion. The headline earnings figure reflected a deliberate separation from a significant one-time headwind: a $10.25 billion income tax charge tied to the European Court of Justice's ruling that Apple owed back taxes to Ireland, which weighed heavily on GAAP net income, pulling it down to $14.74 billion from $22.96 billion in the year-ago period. Beneath that noise, the underlying business showed broad momentum, with iPhone revenue rising to $46.22 billion and Services reaching $24.97 billion, up from $22.31 billion a year earlier, demonstrating the durability of its recurring revenue model. Analysts have noted that while Apple's ecosystem moat remains intact, the pace of AI-driven iPhone upgrades may temper near-term growth expectations, even as the company enters the holiday quarter with its Apple Intelligence rollout underway.
- iPhone revenue growth driven by iPhone 16 lineup launch
- Services revenue reached new all-time high at $24.97 billion
- Active installed base reached new all-time high across all products and all geographic segments
- 6% year-over-year revenue growth
- Gross margin expansion driven by favorable product mix and services growth
“Today Apple is reporting a new September quarter revenue record of $94.9 billion, up 6 percent from a year ago. During the quarter, we were excited to announce our best products yet, with the all-new iPhone 16 lineup, Apple Watch Series 10, AirPods 4, and remarkable features for hearing health and sleep apnea detection. And this week, we released our first set of features for Apple Intelligence, which sets a new standard for privacy in AI and supercharges our lineup heading into the holiday season.”
Apple CEO, on the earnings call
AAPL YoY Financials
AAPL Revenue by Segment
AAPL Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.