Apple Q4 results overview

We react to Apple's latest financial results and the promise of grand iPhone sales to come, break down some juicy rumors about new OLED Apple devices, and consider Apple's latest reported AI strategies.

This episode of Upgrade is sponsored by:

• Squarespace: Save 10% off your first purchase of a website or domain using code UPGRADE.
• DeleteMe: Get 20% off your plan when you use this link and code UPGRADE20.
• Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership.
• Udacity: For 40% off your order, head to Udacity.com/UPGRADE and use code UPGRADE

Links and Show Notes:

Get Upgrade+. More content, no ads.

Submit Feedback

🚨 NEW MERCH 🚨 (For a limited time only)

Ozlo Sleepbuds

iPhone fans always want this year’s model, but what about everyone else? – Six Colors

Lex's Games by Lex Friedman

Charts: Apple caps off high-flying fiscal year with Q4 record – Six Colors

The problem with dollars - All this

Apple results: Holiday dunks and questions dodged – Six Colors

This is Tim: Complete transcript of Apple’s Q4 2025 financial call – Six Colors

The Best iPhone Lineup in Years – The Enthusiast

Apple Readies High-End MacBook Pro With Touch, Hole-Punch Screen - Bloomberg

Apple Plans OLED for iPad Mini, iPad Air, MacBook Air; Mini Water Resistance - Bloomberg

This is just the beginning. - Apple TV – YouTube

Apple Might Release iPad Apps for Pixelmator Pro, MainStage, and More - MacRumors

iPhone 18 Said to Use Simpler Camera Control Button Design - MacRumors

20th Anniversary iPhone May Replace Mechanical Buttons With Haptics - MacRumors

Apple M5 iPad Pro, Vision Pro, MacBook Pro Impressions, Review; Touch-Screen Mac - Bloomberg

Apple’s Nearly $140 Billion Quarter; When iOS 26.1 Will Be Out; iPad Mini Revamp - Bloomberg

Tim Cook Says Apple is 'Making Good Progress' on Personalized Siri Features Ahead of 2026 Launch - MacRumors

P1 with Matt & Tommy - YouTube

Upgrade #296: You Wouldn't Believe The Stuff I Know - Relay