Apple has confirmed the date for its third fiscal quarter 2026 earnings report: The company will present its results on July 30. The accompanying earnings call is likely to be Tim Cook's last as CEO before John Ternus takes over in September – and the quarter's content also promises to raise some interesting questions.
Apple traditionally releases its quarterly earnings at the end of July, October, January, and April – and now the date for the third fiscal quarter of 2026 has been set. This year's earnings call is attracting particular attention for a personnel reason: it is expected to be Tim Cook's last earnings call, as he has led Apple as CEO for approximately 15 years, before a change at the top of the company on September 1st.
The appointment and the earnings call
Apple will release its results on Thursday, July 30, 2026. This will be followed by the usual conference call with investors and analysts, scheduled for 2:00 PM Pacific Time (5:00 PM Eastern Time), which corresponds to 11:00 PM CEST in Germany. The call will be hosted by CFO Kevan Parekh and Tim Cook.
Ternus is already in the starting blocks
For Cook, this is his last appearance in this round before he hands over the reins. His designated successor, John Ternus, who will take over as CEO on September 1st, had already briefly addressed the company during the earnings call for the second quarter of 2026: He thanked Cook and long-standing shareholders and outlined a strong product roadmap for the coming years. The transition is thus proceeding smoothly and visibly.
What the numbers should show
In the same quarter last year, Apple reported revenue of $94.04 billion, a 10 percent increase compared to the third quarter of 2024. For the upcoming quarter, Apple had projected revenue growth of 14 to 17 percent year-over-year in its previous earnings call – a forecast that already factored in the impact of supply chain disruptions.
The recent price increases are unlikely to have much of an impact on the financial results. Apple's price hikes for Macs, iPads, and the Vision Pro on June 25th coincided almost exactly with the end of the quarter – therefore, the results don't yet allow for any reliable conclusions about how the higher prices will affect demand and revenue in the affected categories. This effect will only become apparent in later quarters.
MacBook Neo as a special factor
A more significant factor for the quarter was likely the limited availability of several Mac models – most notably the MacBook Neo, which was in short supply for much of the quarter. Reports indicate that demand for the affordable entry-level Mac exceeded the supply of A18 Pro chips, forcing Apple to order more of these chips from TSMC. This shortage illustrates a luxury problem: a product in higher demand than Apple can supply costs revenue in the short term, but underscores the appeal of the new entry-level price point.
Numbers with symbolic value
The third fiscal quarter thus marks a turning point for Apple in several respects: It provides the first data point in a period of rising prices, it shows how strongly the entry into the more affordable Mac segment is driving demand, and it is likely to herald Tim Cook's public departure as CEO. Reliable answers will be available on July 30 – until then, Apple's own growth forecast remains the benchmark. (Image: Shutterstock / f11photo)
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