Apple achieved an all-time September quarter revenue record in India, driving its best fiscal year ever for device upgraders globally and locally.
CEO John Ternus announced September quarter revenue records across the Americas, Europe, Greater China, and Asia-Pacific during the fiscal 2026 fourth-quarter earnings call.
Global iPhone revenue reached $57.6 billion for the quarter, reflecting a 17 percent year-over-year increase despite persistent supply constraints and foreign exchange challenges.
Apple also introduced Apple Pay in India alongside Axis Bank, bringing secure digital payments to one of the largest consumer markets worldwide.
Counterpoint Research highlighted India’s key role, noting record iPhone upgraders, all-time Mac sales, an all-time Services record, and rising ecosystem demand.
Research Director Tarun Pathak identified consumer aspirations, easy financing, trade-ins, expanded retail channels, and domestic manufacturing as primary purchase drivers.
The iPhone 17 emerged as India’s top-shipped model in the third quarter, while the MacBook Neo achieved a historic quarterly sales record.
Apple’s average selling price in India surpassed $1,000 for the first time, signaling a shift toward full ecosystem adoption among consumers.
CFO Kevan Parekh reported an all-time high iPhone active installed base, alongside record global upgrader numbers across major markets including Japan.
Mac revenue climbed 24 percent year-over-year to $10.8 billion globally, powered by strong demand for MacBook Neo and MacBook Pro laptops.
Double-digit Mac growth boosted revenue in both developed and emerging markets, establishing new historic sales milestones across India and Southeast Asia.
Apple’s Services division achieved an all-time record of $31.6 billion, growing 10 percent year-over-year despite notable sequential foreign exchange headwinds.
Services revenue hit new heights in most tracked regions, led by emerging markets including Latin America and India as active device usage expanded.
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