Apple Inc. · AAPL · Next earnings

Apple Inc. reports Thursday, Feb 4, 2027

AAPL reports after market close with consensus EPS at $2.87 and revenue at $155.83B. Last quarter: Apple posts a record quarter as cost and supply pressures persist

Reports After market close91 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.87 Calendar consensus
Consensus revenue $155.83B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session After market close 91 days away

Where AAPL left off: FY2026 Q4

Full report

Apple posts a record quarter as cost and supply pressures persist

EPS surprise +3.0% Reported $2.05 vs $1.99
Revenue surprise +0.9% Reported $114.48B vs $113.40B
Stock move -1.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained its guidance sentiment and projected 7–10% revenue growth and 8–9% Services growth for the December quarter. This is forward guidance for the next quarter, not a directly comparable revision to the prior quarter’s September-quarter outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Memory-cost inflation and supply constraints could pressure product margins and shipments.
  • App Store rulings and other regulatory or legal challenges could affect Services.
  • The costs and server-side compute requirements of Siri AI, and the durability of Services growth, remain open questions.

Questions analysts left open

  • The rationale for omitting a standard iPhone 18 model from the September lineup.
  • iCloud+ monetization and attachment rates, and Siri AI’s cost structure and server-side compute usage.
  • Memory-cost effects on gross margins and the sustainability of Services growth amid App Store regulatory changes.

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Recent AAPL quarters

All AAPL earnings
-1.8%FY2026 Q4-7.4%FY2026 Q3+0.4%FY2026 Q2+0.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.