Apple Q4: iPhone up 17% YoY to $57.58B, vs. $56.54B est., Mac up 24% to $10.8B, iPad down 10% to $6.2B, and Wearables, Home, and Accessories down 8% to $8.3B
THE SO WHAT
A 17% iPhone and 24% Mac jump alongside a 10% iPad and 8% wearables decline is a clear signal: Apple’s growth engine is premium phones and AI-ready PCs, not side devices. If your product depends on iPad or accessory attach, budget for slower unit growth and fight harder for share on a shrinking base.
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