Apple is set to report its fiscal fourth-quarter 2026 earnings after the U.S. market closes on Monday, with an earnings call scheduled for 5 p.m. Eastern time, a closely watched report given the broader turbulence in technology and chip stocks over the past week.
Investors will be looking for signals on iPhone demand heading into the holiday shopping season, as well as updates on Apple's services business, which includes the App Store, Apple Music and iCloud subscriptions, and any commentary on supply chains following the recent sell-off in semiconductor stocks. The results land at a moment when technology earnings are under extra scrutiny, with markets trying to judge whether heavy spending on artificial intelligence infrastructure across the industry is translating into profits rather than simply adding to costs.
Separately, Apple confirmed the first rollout dates for Apple Intelligence features in China, with developer testing set to begin November 4 and a broader public rollout planned for December alongside the release of iOS 27.3. China is one of Apple's largest markets, and the rollout of AI features there has been closely watched given the country's distinct regulatory environment for artificial intelligence products, which has required Apple to work through additional approvals compared with its home market.
The announcement comes amid a broader wave of AI-related earnings news this season: Meta reported advertising revenue growth of about 26%, compared with roughly 12% growth at Google Search, while Amazon Web Services reported growth of about 39.3%, underscoring how cloud computing and AI services remain a major growth driver for large technology companies even as some chip stocks have come under pressure in recent days.
Wall Street will also be watching whether Apple offers any guidance for the holiday quarter, typically its strongest of the year, and whether the company addresses investor questions about its broader AI strategy relative to rivals that have moved more aggressively into generative AI products.
When will Apple Intelligence be available in China?
Developer testing begins November 4, with a broader public rollout planned for December alongside iOS 27.3.
When does Apple report earnings?
Apple is scheduled to report its fiscal fourth-quarter results after the market close on Monday, November 2, with a call at 5 p.m. Eastern time.