Apple Sets November 2 for Q4 2026 Earnings and Ternus’ First CEO Call

Apple CEO John Ternus and executive chairman Tim Cook at Apple Park
John Ternus and Tim Cook at Apple Park. Image: Apple

Apple will report results for its fiscal fourth quarter of 2026 on Monday, November 2. The call will be the first quarterly results presentation led by John Ternus since he succeeded Tim Cook as Apple CEO on September 1.

Apple lists the event through its Investor Relations portal. The company normally releases its financial statements after U.S. markets close and follows them with a streamed conference call for analysts and investors.

The September quarter includes the opening weeks of iPhone 18 Pro, Apple Watch Series 12, Apple Watch Ultra 4 and AirPods 5 sales. iPhone Duo will not begin shipping until October 23, so most of its launch revenue belongs to Apple’s next fiscal quarter rather than the period being reported.

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What Apple told investors last quarter

Apple’s third-quarter release reported $109.4 billion in revenue, up 16 percent from the previous year. iPhone, Mac and Services each set June-quarter records.

Management subsequently guided investors to expect total September-quarter revenue growth of roughly 9 to 11 percent despite foreign-exchange pressure and supply constraints affecting iPhone, Mac and iPad. The company also indicated that iPhone revenue could grow at a double-digit rate.

MacObserver’s Q3 earnings breakdown provides the comparison point for product and Services performance.

The November report will show whether that outlook held during a quarter shaped by strong iPhone demand, higher component costs and constrained supply. It will also give investors their first opportunity to hear Ternus discuss Apple’s results and near-term priorities as CEO.

Apple has not yet published the quarter’s final figures, so expectations remain guidance rather than results.

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