Apple Inc. and the two-track future: blockbuster iPhone, bigger Services, and a very real AI bill
TL;DR
Quick Summary
- Apple reported $143.8B revenue for fiscal Q1 2026 (ended Dec. 27, 2025), with iPhone at $85.3B and Services at $30.0B—both all-time highs.
- Apple’s installed base is now 2.5B+ active devices, which is the foundation that makes Services growth feel inevitable.
- India introduced a manufacturing-friendly policy on Feb. 1, 2026 that reduces tax risk for foreign firms supplying equipment to contract manufacturers in certain zones.
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Disclaimer: KAHROS is a financial media and technology company. The Services, including any AI-generated content and articles, are for informational purposes only and do not constitute financial, legal, tax, or investment advice, nor an offer or solicitation to buy or sell any securities. Market information may be time-sensitive, incomplete, or subject to change without notice. We are not a registered broker-dealer or investment advisor. Please refer to our Terms of Service for more details.
