Apple Beats Forecasts With $114.5B Revenue in Ternus' First Quarter

Revenue of $114.5 Billion Sets a Record

Apple closed its first quarter under CEO John Ternus with revenue of $114.5 billion, up 12% from a year earlier, ahead of the $113.4 billion Wall Street had penciled in. Earnings per share came in at $2.10 against an expected $2.00, though one-off tariff refunds added $0.05 to the figure, the company's investor-relations disclosure states. Net income rose 12% to $30.71 billion, and gross margin, the share of sales kept after production costs, landed at 47.9%, near the top of the 47% to 48% guidance, with the refunds contributing one percentage point. The company said the results capped off “our best fiscal year ever.”

iPhone revenue set a September-quarter record at $57.58 billion, up 17%, and Mac sales jumped 24% to $10.79 billion. Services came in line with forecasts at $31.57 billion, an all-time high. iPad and wearables moved the other way, down 10% and 8%. By region, the Americas grew 10%, Europe 12% and the rest of Asia Pacific 15%, while Japan slipped 1%. Greater China rose 21% to $17.54 billion but missed the roughly $18.55 billion consensus, and a segment-level breakdown posted on X shows that region as the quarter's weakest line. Memory chip costs remain the pressure point: AI data centers are absorbing supply, and SK Hynix has forecast a shortage running to 2030. The stock closed Monday at $338.32, down 1.83%, before the release, and after-hours trading volume took it to $335.00 once the numbers landed. Options markets had priced a swing of about 3.5% around the print.

@wallstengine · X post

Segment-level breakdown posted on X.

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COINOTAG's composite map had already flagged the levels that mattered: $333.44 as the strongest support, scoring 77 out of 100, and $346.00 as the strongest resistance at 96/100. Trading has since tested and given way below the first of them. COINOTAG data shows the last price for Apple (AAPL) at $329.94, down 4.25% over the past 24 hours, inside a session range of $328.00 to $348.44. Momentum readings lean soft, with the daily RSI at 44.6, a bearish MACD signal and a sideways trend. In derivatives, the Stock Perpetual funding rate sits at -0.0049% per interval and open interest at $64.1 million. A recovery back above $333.44 would repair the picture; losing the $328.00 session low would open a deeper slide.

German Officials Told to Assume Compromise

A separate security alert shadowed the earnings news. Digital Minister Karsten Wildberger confirmed that Apple warned some lawmakers and ministers about “mercenary spyware,” a class of hacking tools typically sold to governments. Germany's Federal Office for Information Security, the BSI, told the affected officials to assume their phones are compromised. A post on X describes spyware able to infect an iPhone without any user click. The attacker has not been named, and Apple has not commented on the alert. The timing is awkward for a company that markets the iPhone on privacy, and it lands in the same news cycle as the first quarter under a new chief executive. Attention now turns to the December quarter, the first full holiday season of iPhone 18 Pro sales, for which consensus estimates stand at $2.88 per share.

@Polymarket · X post

Describes spyware able to infect an iPhone without any user click.

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