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Apple Q4 Revenue $114.48B Beats Estimates; Greater China Misses

Apple reported fourth-quarter revenue of $114.48 billion, topping analyst estimates of $113.47 billion. Greater China revenue came in at $17.54 billion, below the $18.75 billion expected, while iPhone revenue of $57.58 billion beat the $56.49 billion estimate. EPS was $2.10 versus $2.00 expected, and the board declared a $0.27 per-share dividend. Shares rose 0.4% after hours before turning down 1.11%.

Original source

AI take

The split between headline beats and a Greater China shortfall is the real signal here: iPhone and EPS strength carried the quarter, but the regional miss suggests demand softness in Apple's most scrutinized market. That divergence, not the top-line beat, is what matters for suppliers and peers with China exposure. The muted and then negative after-hours move indicates the market is weighing the geographic weakness over the earnings beat. Whether Greater China stabilizes in coming quarters is the open question.

Generated by AI for reference only.

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