Apple Inc. (AAPL.US) Fiscal Year 2026 First Quarter Earnings Conference Call
Live time: Jan 29, 2026 22:00 UTC
Apple Inc. (AAPL.US) Fiscal Year 2026 First Quarter Earnings Conference Call
Live time: 01/29/2026 22:00:00 UTC
苹果公司 (AAPL.US) 2026 财年第一季度业绩电话会
Summary
01:08
Opening Remarks by Suhasini Chandramali
Suhasini Chandramali, Head of Investor Relations at Apple, welcomes participants to the Q1 FY2026 earnings call, noting that Tim Cook will begin followed by CFO Kevin Perek, before opening the floor to analyst questions.
03:01
Opening Remarks by CEO Tim Cook
Tim Cook expresses pride over Apple's record-breaking quarter, citing $143.8 billion in revenue with a significant demand for iPhones, which saw a 23% revenue increase year-over-year.
15:57
Financial Overview by CFO Kevin Perek
Kevin Perek outlines Apple's Q1 financial results, including a 16% increase in revenue and a total of $143.8 billion, with historic income records in several major markets and strong iPhone sales driving growth.
25:07
Impact of Memory Pricing — Analyst: Amit Dariani (Evercore)
CEO Tim Cook elaborates on current constraints affecting memory pricing, noting how it's impacting gross margin and indicating supply chain inflexibilities due to high demand for iPhones.
30:22
AI Monetization Strategy — Analyst: Eric Woodring (Morgan Stanley)
Tim Cook discusses Apple's approach to integrating AI, emphasizing personalized user experiences in product operations, and expresses satisfaction with Google's collaboration, while focusing on value creation.
33:00
March Revenue Growth — Analyst: Michael Ng (Goldman Sachs)
Kevin outlines factors contributing to revenue growth and implications of new product cycles, emphasizing strong Q1 performance driven by favorable product mix and unique advertising opportunities.
35:46
Partnership with Google — Analyst: Ben Rezas (Melius)
Tim Cook speaks about Google's AI capabilities supporting Apple Foundation models, enabling innovation and maintaining industry-leading privacy, without disclosing financial details of the partnership.
39:13
Smartphone Market Demand — Analyst: David Lochte (UBS)
Tim Cook provides insights into current smartphone market demands, addressing supply challenges and expressing positive results of gaining market share during December's quarter.
42:55
App Store Growth — Analyst: Wammi Mohan (BofA)
Kevin clarifies App Store growth rates against third-party reports, emphasizing broad growth across categories without providing specific service-level details.
45:02
CapEx Impact of Google Partnership — Analyst: Samek Chatterjee (JPMorgan)
Kevin discusses capital spending strategy, noting fluctuations in CapEx are driven by various project investments, while maintaining private cloud infrastructure to support operations.
48:05
Apple Foundation Models vs Third-party Models — Analyst: Krish Sankar (TD Cowen)
Tim Cook explains collaboration with Google on Apple Foundation models to enhance personalized Siri experiences, maintaining partnerships for key innovations.
52:56
India Market Opportunities — Analyst: Aaron Rakers (Wells Fargo)
Tim Cook highlights record-breaking quarters in India for iPhone, Mac, and iPad revenues, seeing strong double-digit growth in installed base as new users drive sales.
56:14
AI Development Trend — Analyst: Richard Kramer (Arete Research)
Tim Cook emphasizes dual importance of on-device and private cloud computing, noting privacy as a differentiator while expanding capacity to support Siri and AI services.
Related Notices
Apple | (10-Q) Basic quarterly filing
Jan 30, 2026 06:01Revenue: As of FY2026 Q1, the actual value is USD 143.76 B, beating the estimate of USD 138.52 B. EPS: As of FY2026 Q1, the actual value is USD 2.84, beating the estimate of USD 2.6708.
Apple | (8-K) Current Report
Jan 29, 2026 16:30Revenue: As of FY2026 Q1, the actual value is USD 143.76 B, beating the estimate of USD 138.52 B. EPS: As of FY2026 Q1, the actual value is USD 2.84, beating the estimate of USD 2.6708. EBIT: As of FY2026 Q1, the actual value is USD 50.85 B.
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