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Dimitry Nakhla | Babylon Capital®
Apple $AAPL Q1 2026 Report 🗓️

REV: $143.76B (+16% YoY)
EPS: $2.84 (+18% YoY)

📲 iPhone: $85.27B (+23% YoY)
☁️ Services: $30.01B (+14% YoY) https://t.co/1wzf8sgIDN
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Quiver Quantitative
JUST IN: Democrats now have an 82% chance of winning the House in 2026.

Up 4% in the last week. https://t.co/yLsUETkdP2
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Fiscal.ai
Apple Revenue by Segment:

iPhone +23%
Mac -7%
iPad +6%
Wearables -2%
Services +14%

$AAPL https://t.co/QhTeGPDZfk
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Brady Long
RT @thisguyknowsai: Uber raised BILLIONS with a pitch deck that looks… unfinished.

So I recreated the original Uber deck using Gamma + Nano Banana.

What happened next completely changed how I think about fundraising in 2026 👇 https://t.co/HlbnU6GoPP
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Wasteland Capital
The large caps now at +211%, up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total), and $BABA (+19% YTD), while $GOOG is #2 Mag 7 YTD.

This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha. https://t.co/oYnQeuQ6a9

$MU now passed the 300%+ return mark. Meanwhile $AEO just hit new 4-year highs.

$LYFT outperforming +55-60% vs $UBER and $DASH (both of those are negative).

Average return now +139%.

Compounding is beautiful. https://t.co/ZerFN5dOf0
- Wasteland Capital
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Quartr
$AAPL Q1 2026

"iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment" - Tim Cook

Revenue +16%
*iPhone +23%
*Mac -7%
*iPad +6%
*Wearables, Home. -2%
*Services +14%
*Americas +11%
*Europe 13%
*Greater China +38%
*Japan +5%
*Rest of Asia Pacific +18%
EBIT +19%
*margin 35.4% (34.5)
EPS +18%
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App Economy Insights
$AAPL Apple Q1 FY26 (Dec. quarter):

📱 Products +16% Y/Y to $113.7B.
💳 Services +14% Y/Y to $30.0B.

• Revenue +16% Y/Y to $143.8B ($5.2B beat).
• Operating margin 35% (+1pp Y/Y).
• EPS $2.84 ($0.17 beat). https://t.co/HTQbCvopL0
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Fiscal.ai
Apple just delivered its fastest iPhone revenue growth in 4 years.

iPhone Revenue: +23% YoY

$AAPL https://t.co/HnC2HDeuWz
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