Q2 24 EPS

$1.53

BEAT +2.00%

Est. $1.50

Q2 24 Revenue

$90.75B

vs S&P Since Q2 24

+13.1%

BEATING MARKET

AAPL +54.1% vs S&P +40.9%

Market Reaction

Did AAPL Beat Earnings? Q2 2024 Results

Apple delivered a modest earnings beat in its fiscal second quarter of 2024, posting diluted EPS of $1.53 against a consensus estimate of $1.50, a 2.00% beat, even as revenue slipped 4.3% year over year to $90.75 billion. The top-line decline was dri… Read more Apple delivered a modest earnings beat in its fiscal second quarter of 2024, posting diluted EPS of $1.53 against a consensus estimate of $1.50, a 2.00% beat, even as revenue slipped 4.3% year over year to $90.75 billion. The top-line decline was driven largely by softness across the Products segment, where iPhone revenue fell to $45.96 billion from $51.33 billion a year ago and weakness in Greater China, where sales dropped to $16.37 billion from $17.81 billion. Offsetting those pressures, the Services segment reached $23.87 billion, up sharply from $20.91 billion in the prior-year period, with its favorable margins helping gross profit edge higher to $42.27 billion despite the overall revenue contraction. Net income came in at $23.64 billion, compared to $24.16 billion a year ago. Looking ahead, Apple offered no explicit numerical guidance but signaled confidence through a new $110 billion share repurchase authorization and a 4% dividend increase to $0.25 per share quarterly, moves that analysts noted reflect management's conviction in the company's long-term earnings power.

Key Takeaways

  • Services revenue reached all-time record of $23.9 billion
  • Active installed base of devices reached all-time high across all products and geographic segments
  • Very high levels of customer satisfaction and loyalty
  • Gross margin expansion despite lower overall revenue
  • Mac revenue growth year over year
24/7 Wall St

AAPL YoY Financials

Q2 2024 vs Q2 2023, source: SEC Filings

24/7 Wall St

AAPL Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 24 Q2 26
24/7 Wall St

AAPL Revenue by Geography

With YoY comparisons, source: SEC Filings

Q3 24 Q2 26

“Today Apple is reporting revenue of $90.8 billion for the March quarter, including an all-time revenue record in Services. During the quarter, we were thrilled to launch Apple Vision Pro and to show the world the potential that spatial computing unlocks. We're also looking forward to an exciting product announcement next week and an incredible Worldwide Developers Conference next month. As always, we are focused on providing the very best products and services for our customers, and doing so while living up to the core values that drive us.”

— Tim Cook, Q2 2024 Earnings Press Release