Apple Confirms Q4 2026 Earnings Date: John Ternus’ First Call as CEO

Apple is heading toward its final earnings report of fiscal year 2026, and this quarter has more going on than a simple set of numbers.

Apple will report its fiscal fourth-quarter 2026 results on Monday, November 2, 2026. The results are scheduled for 1:30 p.m. Pacific Time, followed by the earnings call at 2:00 p.m. Pacific Time. For listeners in India, that works out to 3:00 a.m. IST on November 3 for the results and 3:30 a.m. IST for the call. Apple’s updated Investor Relations calendar lists November 2, while reports on the schedule confirm that CEO John Ternus and CFO Kevan Parekh will join the call.

The date matters for another reason. This will be John Ternus’ first Apple earnings call as CEO.

Tim Cook stepped down as chief executive on September 1, 2026, with Ternus taking over the role. Cook became Apple’s executive chairman, while Ternus joined the company’s board as CEO. Apple announced the leadership transition in April and said it followed a long-term succession plan.

So, yes, the spreadsheets will get plenty of attention. But investors will also hear a new voice.

Apple Q4 2026 Earnings Date and Time

Here is the confirmed schedule for the Apple Q4 2026 earnings report:

• Earnings report: 1:30 p.m. PT on Monday, November 2, 2026
• Earnings call: 2:00 p.m. PT on Monday, November 2, 2026
• India time: 3:00 a.m. and 3:30 a.m. IST on Tuesday, November 3, 2026

Apple makes its earnings calls available through its Investor Relations website. The company has used the same general format for previous quarterly results: a financial release followed by a conference call featuring its senior executives.

For investors, the important part is what Company says after the numbers arrive. The earnings release shows what happened during the quarter. The call gives analysts a chance to ask why it happened and what management expects next.

That second part may be especially interesting this time.

Why John Ternus’ First Earnings Call Matters

John Ternus is not an outsider walking into Apple for the first time.

Before becoming CEO, Ternus served as Apple’s senior vice president of Hardware Engineering. Company’s board selected him to succeed Cook after a succession process the company said it had planned over a long period.

His first earnings call gives investors a chance to hear how he communicates with Wall Street as CEO.

Ternus will appear alongside CFO Kevan Parekh, who will discuss the financial side of the business. Parekh has already provided Apple’s guidance for the September quarter during the company’s third-quarter earnings call.

The biggest questions will likely involve iPhone demand, component costs, supply constraints and the outlook for the next quarter.

And then there is the small matter of a certain foldable iPhone.

What Does Apple Q4 2026 Actually Cover?

Apple’s fiscal fourth quarter runs from June 28 through September 26, 2026.

That cutoff is important because some of Apple’s biggest product launches landed right before the quarter ended.

Apple released the iPhone 18 Pro and iPhone 18 Pro Max, along with the Apple Watch Series 12, Apple Watch Ultra 4 and AirPods 5, on September 18. Apple confirmed that all of these products became available in stores worldwide on that date.

As a result, the Q4 financial report will include only the early sales period for those products.

The iPhone 18 Pro and iPhone 18 Pro Max went on sale just nine days before Apple’s fiscal quarter ended. That means the quarter will not show a full launch cycle for the new phones.

Still, those opening days could provide an early look at demand for Apple’s latest Pro models.

Apple says the iPhone 18 Pro models use the A20 Pro chip and feature a new 48MP Fusion Main camera with variable aperture. The company has also added new camera controls and updated thermal and battery designs.

The Apple Watch Series 12, Apple Watch Ultra 4 and AirPods 5 also entered the market during the same window. Apple confirmed the three products became available on September 18.

iPhone Duo Will Not Be Part of Q4 2026

The timing gets even more interesting with the iPhone Duo, Apple’s first foldable iPhone.

Apple introduced iPhone Duo in September and confirmed that it will become available starting October 23, 2026. Pre-orders begin October 16.

Because Apple’s fiscal Q4 ended on September 26, iPhone Duo sales fall outside the quarter.

In simple terms, the shiny new foldable arrives after the financial door has already closed.

That means Apple will record its revenue in a later quarter, rather than in its Q4 2026 results. The distinction matters because investors will have to separate September-quarter performance from the foldable iPhone’s potential contribution in the next reporting period.

Apple has positioned iPhone Duo as a major addition to the iPhone lineup. It has a 7.6-inch inner display and a 5.4-inch outer display, with A20 Pro performance and a foldable design. Apple says availability starts October 23 in more than 70 countries and regions, including India.

For the November earnings call, however, those sales will still be waiting outside the accounting window.

Apple Q4 2026 Revenue Guidance

Apple already gave investors a target for the September quarter during its fiscal Q3 2026 earnings call.

CFO Kevan Parekh said Apple expected total company revenue to grow between 9% and 11% year over year during the September quarter. He also said Apple expected iPhone revenue to grow at a mid-teens rate year over year.

Apple reported $102.5 billion in revenue for Q4 2025. Applying the 9% to 11% growth range to that figure produces an approximate Q4 2026 revenue range of $111.7 billion to $113.7 billion.

That is a forecast, not an actual result.

The final number could land above or below the range. Investors will compare Apple’s reported revenue with its guidance and then look at how each major business performed.

Apple entered the September quarter after three strong quarters.

The company reported $143.8 billion in revenue during fiscal Q1 2026, up 16% year over year. Q2 revenue reached $111.2 billion, up 17%. Apple then reported $109.4 billion in Q3 revenue, up 16%.

Those figures set a high bar for the final quarter.

Supply Constraints Could Affect the Results

Apple has already warned that supply problems could weigh on its September-quarter performance.

During the Q3 earnings call, Parekh said foreign exchange would act as a sequential headwind of around 2.5 percentage points to the year-over-year company growth rate. He also said supply constraints were expected to increase significantly and affect the iPhone, Mac and iPad.

Tim Cook explained that the main issue involved advanced manufacturing nodes used for system-on-chip production. He said demand for iPhone and Mac products had been stronger than Apple expected, which created pressure on the supply side.

This creates an interesting situation.

A supply constraint can signal strong demand, but it can still hurt revenue if Apple cannot ship enough products. In other words, customers wanting an iPhone does not help the quarterly revenue number much if there is no iPhone available to put in the box.

Apple’s third-quarter SEC filing also described higher component costs and supply constraints involving areas such as advanced semiconductors, NAND storage and DRAM memory. The company warned that these pressures could affect revenue, costs and gross margin.

Rising Memory Costs Are Another Problem

Memory pricing has become a more direct concern for Apple in 2026.

During the Q3 earnings call, Cook said Apple paid more for memory in the March quarter than in the December quarter and more again in June. He said the company expected memory costs to rise further in September.

Apple has some ways to reduce that pressure.

Cook pointed to carry-in inventory and lower costs for certain non-memory components as partial offsets. He also said Apple had already raised prices on some products because of the sharp rise in memory costs.

Apple’s Q3 SEC filing backs up the broader picture. The company said it was experiencing supply constraints and rising component costs tied to industry supply-demand imbalances, including DRAM and NAND.

That makes gross margin an important number to watch when Q4 results arrive.

What Investors Will Watch on November 2

The headline revenue number will get attention, but it will not tell the whole story.

Investors will want to see how the iPhone 18 Pro launch affected the quarter, especially because only the first part of the launch window falls inside fiscal Q4.

They will also want details about supply conditions. Apple previously said supply constraints would hit the iPhone, Mac and iPad during the September quarter, so any change in that situation could matter for the next outlook.

Memory costs will also deserve attention. Apple expects those costs to remain a problem, and its own filings warn that higher component costs can pressure margins.

Then comes John Ternus.

Ternus now has his first earnings call as Apple CEO. He will have to answer questions about the business. At the same time, investors also prepare for the next product cycle, including the arrival of iPhone Duo.

That makes this earnings report different from an ordinary quarter.

Apple will be closing the books on fiscal 2026 while opening a new chapter under Ternus. The financial numbers will show how the company performed during the quarter. His answers may give investors a better sense of how Apple plans to communicate its next phase.

For Apple, November 2 is therefore about more than revenue and earnings per share. It is the final financial report of fiscal 2026 and the first major earnings test for John Ternus as CEO.

Unlike an iPhone launch, Wall Street won’t have a “skip intro” button.