MacDailyNews presents live notes from Apple’s Q126 Conference Call with analysts starting at 2pm PT / 5pm ET today, January 29, 2026.
This stream is best experienced on an iPhone 7 or later, iPad (5th generation or later), or iPod touch (7th generation) using Safari on iOS 12 or later; or a Mac using Safari on macOS Mojave 10.14 or later. Streaming to your TV requires an AirPlay 2–capable device, or via AirPlay to an Apple TV (2nd generation or later) with the latest Apple TV software or tvOS. Other platforms may also be able to access the stream using recent versions of Chrome, Firefox, or Microsoft Edge (MSE, H.264, and AAC required).
Apple’s live conference call webcast will begin at 2pm PT / 5pm ET here.
Apple today posted record first quarter revenue of $143.8 billion, up a whopping 16% year over year, and quarterly diluted earnings per share (EPS) of $2.84, up a staggering 19% year over year.
According to LSEG consensus estimates compiled from Wall Street analysts called for Apple to post revenue of $138.48 billion and EPS of $2.67.
Live notes in reverse chronological order:
• AirPods Pro 3 was supply constrained during the quarter
• iPad install base reached an all-time high in Q126
• iPad customer satisfaction: 98%
• Mac customer satisfaction: 97%
• Parekh reiterates:
– Services: $30.013 billion (vs. $26.340 billion YoY)
– Wearables, Home and Accessories: $11.493 billion (vs. $11.747 billion YoY)
– iPad: $8.595 billion (vs. $8.088 billion YoY)
– Mac: $8.386 billion (vs. $8.987 billion YoY)
– iPhone: $85.269 billion (vs. $69.138 billion YoY)
• Reiterates installed base of active devices now more than 2.5 billion active devices
• Apple CFO Kevan Parekh: Revenue of $143.8 billion, up 16 percent from a year ago
• Cooks see much to look forward to in the year to come
• Cook touts various American manufacturing investments by Apple and suppliers
• Apple is especially proud to support American manufacturing, with $600 billion committed over a four-year period
• 2025 was a fantastic year for Services. Apple Music climbed to all-time highs in subscribers and new subscription growth
• Cook touts awards won and noms for Apple TV fare
• Apple TV has seen fantastic growth with 36% December viewership increase YoY
• AAPL After-hours: $261.08, +2.80, (+1.08%) @ 5:09:05 PM EST
• Cook touts Apple Intelligence features and Apple Silicon
• Install base: More than 2.5 billion active devices
• We are seeing very high levels of customer satisfaction
• Customer response to AirPods Pro 3 has been amazing
• Cook promos Apple Watch Series 11 and Apple Watch Ultra 3
• Cook touts Apple Creator Studio
• Services: $30.013 billion (vs. $26.340 billion YoY)
• Wearables, Home and Accessories: $11.493 billion (vs. $11.747 billion YoY)
• iPad: $8.595 billion (vs. $8.088 billion YoY)
• Mac: $8.386 billion (vs. $8.987 billion YoY)
• iPhone: $85.269 billion (vs. $69.138 billion YoY)
• Americas: $58.529 billion (vs. $52.648 billion YoY)
• Europe: $38.146 billion (vs. $33.861 billion YoY)
• Greater China: $25.526 billion (vs. $18.513 billion YoY)
• Japan: $9.413 billion (vs. $8.987 billion YoY)
• Rest of Asia Pacific: $12.142 billion (vs. $10.291 billion YoY)
• $2.84 EPS is also an all-time quarterly record
• We are also excited to announce that our installed base now has more than 2.5 billion active devices, which is a testament to incredible customer satisfaction for the very best products and services in the world.
• iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment, and Services also achieved an all-time revenue record, up 14 percent from a year ago…
• Apple CEO Tim Cook: We just had a quarter for the record books. Today, Apple is proud to report a remarkable, record-breaking quarter, with revenue of $143.8 billion, up 16 percent from a year ago and well above our expectations…
• Conference call begins
• AAPL After-hours: $260.87, +2.59, (+1.00%) @ 4:57:34 PM EST
• AAPL After-hours: $260.69, +2.41, (+0.93%) @ 4:44:04 PM EST
The post MacDailyNews presents live notes from Apple’s Q126 conference call appeared first on MacDailyNews.
