AAPL Apple (AAPL) Q3 FY22 earnings call
Apple reported a record June quarter, demonstrating resilience despite significant macroeconomic headwinds, supply constraints, and foreign exchange impacts. The company saw strong performance in iPhone and Services, driven by an expanding installed base and high customer loyalty. While acknowledging macro uncertainties, Apple remains focused on innovation and strategic investments, including in new technologies and affordability initiatives, to drive future growth.
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AAPL operating KPIs by quarter
| KPI | Sep 2024 Q4 FY24 | Dec 2024 Q1 FY25 | Mar 2025 Q2 FY25 | Jun 2025 Q3 FY25 | Dec 2025 Q1 FY26 | Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|---|
| Paid subscriptions | 1B+We have well over 1 billion paid subscriptions across the services on our platform, more than double the number we had only 4 years ago.Source: earnings call transcript | 1B+We have well over 1 billion paid subscriptions across the services on our platform.Source: earnings call transcript | 1B+We have well over 1 billion paid subscriptions across the services on our platform.Source: earnings call transcript | 1B+We have well over 1 billion paid subscriptions across the Services on our platform.Source: earnings call transcript | — | — | 1.5B+Our services continue to attract more customers, and we have now surpassed 1.5 billion in paid subscriptions.Source: earnings call transcript | — |
| Active devices installed base | — | — | — | — | 2.5B+Across our product categories, we are seeing very high levels of customer satisfaction, and we are proud to report that we have a new record for our installed base with more than 2.5 billion active devices.Source: earnings call transcript | 2.5B+Our installed base of over 2.5 billion active devices has reached another all-time high across all major product categories and geographic segments.Source: earnings call transcript | 2.5B+Our installed base of over 2.5 billion active devices has reached another all-time high across all major product categories and geographic segments.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.