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Record March quarter, $100B buyback, new CEO incoming
Venture Insights · Venture InsightsPeriod: 2026-Q15 min read
Last updated
Revenue
Greater China Growth
iPhone revenue grew 22% last quarter with Cook calling demand 'off the charts.' The bull case is that on-device AI — Apple Intelligence, a personalised Siri, and Gemini integration — creates a durable reason to upgrade that the market has not yet priced. The bear case is that most iPhone users upgrade on a four-year cycle regardless of features, and that Apple Intelligence is table stakes rather than a differentiated driver. The iPhone 18 launch cycle, expected in September 2026 under Ternus's first weeks as CEO, will provide the definitive answer.
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1-section deep analysis · stakeholder implications · PDF download
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