Apple has recorded its highest-ever revenue in India for the September quarter of fiscal 2026, supported by strong performance across iPhones, Mac computers and Services. CEO John Ternus announced the milestone during the company's latest earnings call, highlighting India's growing contribution to Apple's business as demand for premium technology continues to evolve.
The performance marks an important development in Apple's India growth story. While the iPhone remains central to its business, record revenue across Mac and Services suggests the company is building a broader customer base that extends beyond smartphone purchases.
Ternus said Apple achieved all-time September-quarter revenue records across several major geographical markets, including the Americas, Europe, Greater China and the rest of Asia-Pacific. India also delivered a record quarter, placing the country among the company's significant growth markets.
iPhone Upgrades Strengthen India's Contribution
The iPhone continued to play a major role in Apple's performance. India recorded its highest-ever number of iPhone upgraders for a September quarter, joining the United States and mainland China among markets achieving this milestone.
Globally, Apple's iPhone revenue reached $57.6 billion during the quarter, registering 17% year-on-year growth despite supply constraints and foreign exchange headwinds. The company's active iPhone installed base also reached a new high, creating opportunities to drive repeat purchases and deepen customer engagement.
Market reports indicate that demand for Apple's premium smartphones remains resilient even as consumers navigate pricing pressures and a competitive smartphone market. Flexible financing, trade-in programmes, wider retail availability and local manufacturing are among the factors helping the company reach more prospective buyers.
According to Counterpoint Research, the iPhone 17 was India's most-shipped smartphone model during the September quarter. Apple's average selling price in India also crossed $1,000, reaching a record level despite a year-on-year decline in iPhone shipments.
These trends highlight how premium product demand and the mix of devices sold can influence business performance independently of overall shipment volumes.
Mac Business Expands Beyond Smartphones
Apple's growth in India is increasingly extending into personal computing. The company reported an all-time revenue record for its Mac business in the country during the September quarter, reflecting stronger demand for its computing portfolio.
Globally, Mac revenue increased 24% year-on-year to $10.8 billion. Apple attributed the performance to demand for the MacBook Neo and MacBook Pro, while acknowledging supply constraints. The company also reported double-digit growth across developed and emerging markets, with India and Southeast Asia recording all-time revenue highs.
The results point to opportunities among professionals, students, businesses and existing Apple customers looking to upgrade their computing devices. As work, content creation and digital productivity requirements evolve, the Mac portfolio gives Apple another avenue to expand its presence in India's premium technology segment.
Services and Digital Payments Broaden the Ecosystem
Apple's Services business also achieved record revenue in India during the quarter. Globally, Services revenue reached $31.6 billion, rising 10% year-on-year.
The business strengthens Apple's relationship with customers beyond hardware sales through its digital services and subscription ecosystem. A larger installed base can create further opportunities for recurring revenue and encourage customers to remain within the company's product ecosystem.
Ternus also highlighted the launch of Apple Pay in India through a partnership with Axis Bank. The development adds a financial services dimension to Apple's expansion, connecting its devices with digital payment experiences in one of the world's largest consumer markets.
India Becomes a Broader Growth Market for Apple
Apple's latest results suggest that its opportunity in India is expanding across multiple product categories and services. Record iPhone upgrades, stronger Mac performance and growth in Services provide a broader foundation for the company's business than smartphone sales alone.
Maintaining this momentum will depend on its ability to address price sensitivity, strengthen distribution, manage supply constraints and compete in a market with diverse consumer requirements.
For India's technology industry, Apple's performance highlights the continuing opportunity in premium devices and connected digital ecosystems. As the company expands its customer base across smartphones, computers and services, India is becoming an increasingly important market for its long-term growth strategy.
𝐒𝐭𝐚𝐲 𝐢𝐧𝐟𝐨𝐫𝐦𝐞𝐝 𝐰𝐢𝐭𝐡 𝐨𝐮𝐫 𝐥𝐚𝐭𝐞𝐬𝐭 𝐮𝐩𝐝𝐚𝐭𝐞𝐬 𝐛𝐲 𝐣𝐨𝐢𝐧𝐢𝐧𝐠 𝐭𝐡𝐞 WhatsApp Channel now! 👈📲
𝑭𝒐𝒍𝒍𝒐𝒘 𝑶𝒖𝒓 𝑺𝒐𝒄𝒊𝒂𝒍 𝑴𝒆𝒅𝒊𝒂 𝑷𝒂𝒈𝒆𝐬 👉 Facebook, LinkedIn, Twitter, Instagram