Apple (AAPL) will announce Q1 2026 earnings right now, with iPhone gross sales and AI spending anticipated to maneuver its inventory greater. Apple (AAPL) will report its Q1 2026 earnings after the bell on January 29, 2026. Sturdy efficiency pushed by sturdy iPhone 17 gross sales and a rising AI-driven providers sector is predicted. Analysts count on income round $138.48 billion and an EPS of $2.67, with robust 10%-12% year-over-year progress.
AI is predicted to play a vital half within the upcoming earnings report.. The corporate, like many within the tech trade, is contending with a worldwide reminiscence scarcity attributable to the worldwide AI knowledge heart buildout, which is driving up costs on the important thing elements. Moreover, there’s additionally the matter of Apple’s newest AI strikes. Earlier this month, the corporate and Alphabet (GOOGL) issued a joint assertion saying that Apple will use Google’s Gemini fashions and cloud expertise to energy its AI efforts, together with a extra customized Siri due out later this yr. This transfer despatched AAPL greater, however a continued emphasis on AI might scare off some traders.
Moreover, Apple on Thursday stated it has acquired Q.ai, an Israeli startup engaged on synthetic intelligence ​expertise for audio. The iPhone maker didn’t disclose phrases of the deal for ‌Q.ai, which was backed by enterprise capital companies Matter Enterprise Companions, Kleiner Perkins, Spark Capital, ‌Exor, and GV, previously often known as Google Ventures. Nonetheless, the deal is estimated to be value round $2 billion. The deal will probably be touched on extra within the earnings report, which might imply we gained’t see the inventory transfer considerably till Friday’s buying and selling session.
Moreover, importantly, iPhone income is anticipated to come back in at $78.3 billion, up 13% from the $69.1 billion the phase generated within the first fiscal quarter of 2025. Companies income is estimated to prime $30 billion, up 14%. Income out of China, a weak spot for the corporate in 2025, is predicted to leap almost 18% year-over-year, too.
