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It has been a full year since Apple disclosed information regarding its total count of operational devices, but during Thursday’s earnings call, CEO Tim Cook announced that the figure has reached an impressive 2.35 billion.
The insights from the first-quarter earnings presentation unveiled several key details concerning Apple’s financial performance. Notably, one metric that investors have eagerly awaited has not been updated since January 2024.
Previously reported was a device count of 2.2 billion—a leap of 400 million from figures released in 2022. Tim Cook conveyed that this number now stands at an all-time high with 2.35 billion active devices identifiable across various platforms.
This growth marks an overall increase of about 550 million over two years; however, it aligns more closely with previous increases noted in 2022 than with the exceptional surge observed in 2023. In general terms, the pace of growth for Apple’s install base appears to be stabilizing.
While sales for Apple’s iPhone dipped slightly year-over-year to $69.1 billion, demand remains robust and contributes significantly to expanding Apple’s ecosystem further. During his remarks, Cook attempted to connect device sales growth with advancements made through Apple Intelligence; nonetheless, analysts have voiced differing opinions on this correlation.
Despite mixed reviews on device performance it was revealed during the earnings call that every region recorded new peak levels for iPhone installations.
Revenue Distribution from Q3 (2021) – Q1 (2025)
In terms of financial outcomes for the first quarter of fiscal year 2025, total revenue amounted to $124.3 billion. As Apple ventures into emerging product categories such as Apple Vision Pro technology, both its revenue figures and user base are poised for continued expansion as well.
