Apple
AAPLQ1 2026Estimated5% AI
AI Revenue %
5%
AI Fair Value
$96.1B
AI Revenue (Q)
$6.2B
Total Revenue (Q)
$124.3B
Source: SEC EDGAR SEC Filing Filing
Browse SEC Filing filings on SEC.govAnalysis
Quarterly revenue $143.76B ($113.74B products, $30.01B services), up sharply from $124.30B YoY (+15.6%). Products surged $15.8B YoY, services up $3.7B. R&D jumped to $10.89B from $8.27B (+31.6%), indicating massive AI investment. Apple Intelligence now deeply integrated across all devices. Strong revenue growth partly driven by AI-enabled iPhone 17 upgrade cycle. Still no AI segment disclosed; estimated 5% reflects AI as a meaningful but minority purchase driver.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix