Apple
AAPLQ3 2024Estimated3% AI
AI Revenue %
3%
AI Fair Value
$57.6B
AI Revenue (Q)
$2.6B
Total Revenue (Q)
$85.8B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
Quarterly revenue $85.78B ($61.56B products, $24.21B services). Apple Intelligence announced at WWDC June 2024, introducing on-device generative AI features (writing tools, Genmoji, Image Playground, enhanced Siri). While not yet shipping, the announcement likely began influencing upgrade decisions. Slight uptick to 3% reflects growing AI differentiation in purchase decisions.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix