Apple Mac revenue jumps 24% YoY to $10.8B in record fiscal year

asymco · x · 2026-11-05

Horace Dediu's Asymco live review of Apple's FY2026 Q4: Mac revenue grew 24% YoY to $10.8B despite supply constraints, driven by MacBook Pro and Neo; double-digit growth in both developed and emerging markets, with record September-quarter revenue in emerging markets and all-time highs in India and Southeast Asia. Apple never sold more Macs in a fiscal year, and secured a Philippines Department of Education deal to deploy 170,000 MacBook Neo devices to teachers and staff.

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