---
title: "Apple Sets iPhone Revenue Record: $57.58B Without the Base iPhone 18 Model"
description: "Apple reported record iPhone sales revenue of $57.58 billion (+17%), peaking despite the absence of a base iPhone 18 model, driven primarily by Pro and Pro Max flagships."
date: 2026-11-04T02:50:18.319Z
lang: en
url: https://xab.info/en/posts/apple-sets-iphone-revenue-record-without-base-model
tags: [apple, iphone-18, q4-earnings, smartphone-sales, memory-chips, iphone-duo]
author: "Roman V."
publisher: "XAB.info"
---

# Apple Sets iPhone Revenue Record: $57.58B Without the Base iPhone 18 Model

![Four new Apple iPhone smartphones in various colors featuring a camera module](https://xab.info/media/2026/11/04/apple-rekord-vyru-ki-ot-prodazh-iphone-18-bez-bazovoy-modeli/apple-rekord-vyru-ki-ot-prodazh-iphone-18-bez-bazovoy-modeli-1.webp)

## Key Points

- Apple's Q4 FY2026 iPhone revenue reached a record $57.58 billion, up 17% year-over-year
- The record was achieved with no base iPhone 18 model — the lineup features only Pro and Pro Max versions
- Higher memory chip costs limited the initial batch of the foldable iPhone Duo, pushing delivery dates for some orders into 2027
- Total quarterly revenue rose 12% to $114.5 billion; Macs grew 24%, while iPad sales fell 10%

Apple has published its financial report for the fourth quarter of fiscal 2026 (July — September), recording an all-time high in revenue for its mobile division. Smartphone sales grew by 17% year-over-year, reaching $57.58 billion. Notably, this result was achieved even though the autumn iPhone 18 lineup completely lacked a base model — only the flagship Pro and Pro Max versions went on sale. Total quarterly corporate revenue increased by 12% to $114.5 billion.

### Pro and Pro Max Flagships as the Sole Sales Engine

The September debut of the iPhone 18 lineup, consisting exclusively of the high-end Pro and Pro Max versions, was the primary driver of the record quarter. Simultaneously, Apple raised prices on previous-generation devices, providing additional support for the average check. During the same period, the company introduced the iPhone Duo — however, revenue from its pre-orders is not yet included in the current report, as sales figures for the foldable smartphone will be reflected in future quarterly data. Thus, the July–September report essentially captures results achieved "on Pros alone," making the $57.58 billion figure even more significant in terms of margin.

### Memory Shortage: From Component Cost Hikes to 2027 Delivery Delays

The electronics price increases noted in the report are directly tied to supply chain disruptions and a sharp rise in memory chip costs. According to the company, component shortages severely limited the initial batch of Apple's first foldable smartphone, with delivery times for some customers stretching into 2027. This places additional pressure on the mobile division's margins and could affect shipment volumes in the first half of 2027.

### Management Commentary: "Memory Cost Increases Partially Offset"

"We faced increased memory costs compared to the quarter ending in June; this was partly offset by existing inventory and reduced costs for other components," said Apple CEO John Ternus in an interview with American television network CNBC. The statement underscores that the company is actively utilizing strategic component reserves to buffer against price shocks, though medium-term cost pressures will persist unless the memory market stabilizes.

### Mac and Services Grow, Tablets Lose Ground

Beyond smartphones, other segments showed noticeable momentum. Mac computer sales grew by 24% to bring in $10.79 billion, marking one of the highest growth rates in the company's portfolio over the past few years. Apple's services revenue, which includes subscriptions, App Store commissions, and cloud services, reached $31.57 billion, confirming the ecosystem's robust monetization. The only segment with negative dynamics was tablets: iPad sales dropped by 10% to $6.24 billion, indicating a continued slowdown in demand within the mid-range mobile device category.

### What's Next: iPhone Duo and Supply Chain Pressures

For investors and analysts, the key question for coming quarters will be the commercial launch of the iPhone Duo. Limited initial volume and delivery times stretching into 2027 signal that Apple is forced to balance demand with actual manufacturing capabilities. At the same time, rising memory prices could become a systemic factor influencing pricing across the entire device lineup in 2027. Nevertheless, the current report demonstrates that even under structural constraints and without an affordable base model, Apple is capable of generating record revenue through the premium segment and its service ecosystem.

## Fact-Check & Sources

- [Apple установила рекорд по продажам iPhone, несмотря на отсутствие базового iPhone 18 window-new](https://3dnews.ru/1150782/apple-ustanovila-rekord-po-prodagam-iphone-nesmotrya-na-otsutstvie-bazovogo-iphone-18) - Primary source: full text of Q4 FY2026 report, figures for iPhone ($57.58B, +17%), Mac ($10.79B, +24%), services ($31.57B), iPad ($6.24B, -10%), total revenue ($114.5B, +12%), John Ternus quote, information on iPhone Duo and memory shortage.
- [Apple установила рекорд квартальной выручки несмотря на рост цен на память: драйвером стали ...](https://news.jkn.co.kr/editions/russian/post/1066850) - Confirms quarterly revenue of $114.48 billion for Q4 FY2026 and the role of iPhone/Mac as drivers. The difference from $114.5 billion is due to rounding; there are no discrepancies.

## FAQ

### Why did Apple achieve record iPhone sales without a base model?

The autumn iPhone 18 lineup featured only the Pro and Pro Max flagship versions. A high average check and price increases on previous-generation devices enabled $57.58 billion in revenue (+17%) even without an affordable base model.

### What is the iPhone Duo and why are its revenues not in this report?

The iPhone Duo is Apple's foldable smartphone introduced during the reporting period. Revenues from its pre-orders are not yet reflected in the July–September quarterly report; they will appear in future financial data.

### How did the memory chip shortage affect Apple's products?

Rising memory costs led to limited initial volume for the foldable iPhone Duo and extended delivery times for some buyers into 2027. CEO John Ternus confirmed memory costs increased compared to the previous quarter.

### Which Apple business segments grew, and which declined?

Growth: iPhone (+17%), Mac (+24%), Services ($31.57B). Decline: iPads (-10% to $6.24B). Total company revenue increased by 12% to $114.5 billion.