Apple eyes record iPhone sales this winter
Apple attributed its iPhone revenue shortfall in fiscal Q4 2025 to temporary supply constraints rather than weak demand, with CEO Tim Cook stating the company is currently “supply-constrained on several models of the iPhone 17.” The segment reported $49.03 billion in sales, below the $50.19 billion analysts had projected.
Cook emphasized strong consumer interest across Apple’s lineup and expressed confidence in the upcoming holiday quarter, forecasting it will be the company’s best December-ending period ever, for both total revenue and iPhone sales. Apple expects year-over-year growth of 10 to 12 percent for the quarter.
Demand appears especially robust for the base iPhone 17 and the Pro Max model. In China, the eSIM-only iPhone Air has drawn intense interest following the country’s recent approval of smartphone eSIM support. Anecdotal reports indicate the device sold out within hours of its launch there.
