AAPL earnings, $2B acquisition
9to5Mac Daily
9to5Mac
4.6 • 624 Ratings
🗓️ 30 January 2026
⏱️ 8 minutes
🧾️ Download transcript
Summary
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Stories discussed in this episode:
- Apple reports record-breaking Q1 2026 earnings
- Apple reveals it has 2.5 billion active devices around the world
- Apple discontinues iPhone Upgrade Program in the UK
- Apple acquires secretive Q․ai startup for $2 billion
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Transcript
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| 0:00.0 | Welcome to 95 Mac Daily for Friday, January 30th, 2026. |
| 0:07.2 | I'm your host, Chance Miller. |
| 0:09.5 | We are sponsored this week by Stuff, the Clean and Powerful To-Do list application. |
| 0:15.4 | Leading off today, Apple yesterday reported its fiscal Q1 2026 earnings covering the lucrative holiday quarter of October, |
| 0:23.5 | November, and December. Perhaps unsurprisingly, it was a record-breaking quarter for Apple, |
| 0:29.4 | reporting revenue of $143.7 billion, an increase of 16% year-over over year. Apple had also predicted revenue growth of |
| 0:40.7 | between 10 and 12%, so it crushed those expectations. The results were largely driven by the |
| 0:47.6 | success of the iPhone 17 lineup, and it was the best ever quarter for the iPhone in terms of |
| 0:53.5 | revenue. |
| 0:59.7 | Apple no longer reports unit sales for any of its product categories, but it does report overall revenue per category. |
| 1:02.2 | The iPhone generated $85.3 billion, an increase of 23% year-over-year. |
| 1:09.0 | The Mac generated $8.4 billion down 7% year-over-year. |
| 1:14.4 | The iPad generated $8.5 billion, an increase of 6%. |
| 1:19.3 | Wearable's revenue was down 2% to $11.5 billion. |
| 1:25.1 | And services revenue hit a new record of $30 billion, an increase of 14%. |
| 1:31.5 | Earnings per share came in at $2.84, and net profit came in at $42.1 billion. |
| 1:39.8 | The other notable statistic from Apple's earnings release is that Apple hit a new milestone in terms of its installed base. |
| 1:46.8 | The company says it now has more than 2.5 billion active devices around the world. |
| 1:53.5 | You can hit the link in the show notes for our full coverage of Apple's earnings report, |
| 1:57.6 | including some handy charts showing you the growth over the last few years. |
| 2:02.7 | Next up today, Apple has discontinued the iPhone upgrade program in the United Kingdom. |
| 2:08.9 | In an update to its website, the company says it is starting a new chapter for upgrades in the |
... |
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