{"id":209593,"date":"2026-02-03T13:06:00","date_gmt":"2026-02-03T18:06:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/02\/03\/lets-talk-about-iphone-results\/"},"modified":"2026-02-03T13:15:10","modified_gmt":"2026-02-03T18:15:10","slug":"lets-talk-about-iphone-results","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/02\/03\/lets-talk-about-iphone-results\/","title":{"rendered":"Let\u2019s Talk About iPhone Results"},"content":{"rendered":"<p><a href=\"https:\/\/www.aboveavalon.com\/dailypremiumupdate\/2026\/2\/3\/applenbsp1q26-earnings-review-lets-talk-about-iphone-results\">Let\u2019s Talk About iPhone Results<\/a><\/p>\n<p><a href=\"https:\/\/www.aboveavalon.com\/dailypremiumupdate\/2026\/2\/3\/applenbsp1q26-earnings-review-lets-talk-about-iphone-results\">https:\/\/www.aboveavalon.com\/dailypremiumupdate\/2026\/2\/3\/applenbsp1q26-earnings-review-lets-talk-about-iphone-results<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-02-03 13:06:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.aboveavalon.com\">www.aboveavalon.com<\/a><\/p>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\"><strong>Apple\u00a01Q26 Earnings Review: Let\u2019s Talk About the iPhone<\/strong><\/p>\n<p>Based on Apple\u2019s earnings releases and conference call with analysts, here\u2019s what we know about the latest iPhone results:<\/p>\n<ul data-rte-list=\"default\">\n<li>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">iPhone revenue: $85.3B (up 23%).<\/p>\n<\/li>\n<li>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">The $85.3B of revenue was constrained a bit by supply (advanced node 3nm capacity\u00a0for SoCs). This supply shortage\u00a0materialized\u00a0via \u201cvery lean channel inventory\u201d as management could not put as many iPhones into the channel as they wanted.\u00a0<\/p>\n<\/li>\n<li>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">Apple said they sold a record number of iPhones in China in 1Q26 (Greater China revenue was up 38%). Records were put in for number of upgraders and strong double-digit growth on switchers. Recall how Apple\u2019s 4Q25 iPhone results were hit by iPhone shortages in China.<\/p>\n<\/li>\n<\/ul>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">As shown in the exhibit below, Apple is experiencing a step-up in iPhone revenue from approximately $200B\/year to<\/p>\n<h2 style=\"white-space:pre-wrap;\"><strong>An Above Avalon Daily subscription is required to read this daily update. <\/strong>Subscribers can read the update <span style=\"text-decoration:underline\">here<\/span>.<\/h2>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">An audio version of this update is available to members who have <span style=\"text-decoration:underline\">the podcast add-on<\/span> attached to their membership.<\/p>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">Choose\u00a0either a monthly or annual subscription.\u00a0Payment is\u00a0hosted by\u00a0<span style=\"text-decoration:underline\">MoonClerk<\/span>\u00a0and secured by\u00a0<span style=\"text-decoration:underline\">Stripe<\/span>. Apple Pay and other mobile payment options are accepted.\u00a0After signup, use <span style=\"text-decoration:underline\">this link<\/span> to update your payment information and subscription status at any time. <\/p>\n<p><a href=\"https:\/\/www.aboveavalon.com\/dailypremiumupdate\/2026\/2\/3\/applenbsp1q26-earnings-review-lets-talk-about-iphone-results\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Let\u2019s Talk About iPhone Results https:\/\/www.aboveavalon.com\/dailypremiumupdate\/2026\/2\/3\/applenbsp1q26-earnings-review-lets-talk-about-iphone-results Publish Date: 2026-02-03 13:06:00 Source Domain: www.aboveavalon.com Apple\u00a01Q26 Earnings&#8230;<\/p>\n","protected":false},"author":1,"featured_media":209594,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"http:\/\/static1.squarespace.com\/static\/5446f93de4b0a3452dfaf5b0\/545b92b4e4b0750d2cdea026\/698235e3269d3f78b40eb9ee\/1770142009634\/Screenshot+2026-01-30+at+4.23.23%E2%80%AFPM.png?format=1500w","fifu_image_alt":"","footnotes":""},"categories":[120],"tags":[],"class_list":["post-209593","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-iphone"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/209593"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=209593"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/209593\/revisions"}],"predecessor-version":[{"id":209595,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/209593\/revisions\/209595"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/209594"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=209593"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=209593"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=209593"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}