Apple Mac revenue rose 23.7% to $10.8 billion in the September quarter, as per the latest update from Apple, even though all three major PC trackers had Mac shipments down about 11%. Apple credited the MacBook Neo and MacBook Pro for the gain and said Mac was supply-constrained.
It is the second strong quarter in a row for the category in Apple’s fourth-quarter results, after a 28.7% jump in the June quarter. Mac revenue had slipped 0.9% in the first half of the fiscal year.
Apple Mac revenue grew 26% in the second half after a flat first half
The full fiscal year ended 12.5% higher, and the whole gain came after the March quarter.
- First half: $16.8 billion, down 0.9%
- June quarter: $10.4 billion, up 28.7%
- September quarter: $10.8 billion, up 23.7%
- Full year: $37.9 billion, up 12.5%
The June and September quarters together brought in $21.1 billion, up from $16.8 billion a year earlier. Mac added $2.1 billion to revenue in the September quarter, the third-largest contribution after iPhone and Services, and it made up 9.4% of Apple’s total.
CFO Kevan Parekh said Mac grew by double digits in both developed and emerging markets, with all-time records in India and Southeast Asia. Apple also won its biggest Mac education deal ever, with the Philippines Department of Education deploying 170,000 MacBook Neo laptops to teachers and staff.
Three trackers counted about 11% fewer Macs in a PC market down 21%
Apple does not report unit sales, so the shipment figures are the trackers’ estimates for the third calendar quarter, which overlaps nearly all of Apple’s quarter. The counts range from 5.6 million to 6.8 million Macs, and all three show a drop of about 11%.
- Counterpoint’s PC report counted 5.6 million Macs, down 11%, with Apple’s share up from 8.7% to 9.8%.
- IDC’s PC tracker counted 5.9 million Macs, down 11.3%, with share up from 8.5% to 9.5%.
- Omdia’s PC research counted 6.8 million Macs, down 11%, in a market that fell 21.2% to 58.1 million.
Apple lost less than the market in every count, which is why its share rose even as units fell. Apple said IDC shows it gained share globally in the quarter and the full fiscal year, and that it has never sold more Macs in a fiscal year than in fiscal 2026.
Higher Mac prices and new M6 models carry into the December quarter
The June quarter ended two days after Apple raised Mac prices on June 25, so the September quarter was the first to run entirely at the new prices.
- The MacBook Neo went from $599 to $699.
- The 13-inch MacBook Air went from $1,099 to $1,299.
- The 14-inch MacBook Pro went from $1,699 to $1,999.
- The iMac went from $1,299 to $1,499.
The 14-inch MacBook Pro with M6 starts at $1,999 and the iMac with M6 at $1,499, the same prices as the models they replace after June. Both ship on November 6. The Mac mini with M6 starts at $899, $100 above its May price.
Counterpoint forecasts the PC market falling 27% in the December quarter, a steeper drop than the 21% in the September quarter.
