Apple achieves all-time revenue record in India and global growth in September quarter driven by iPhone 16 success | cliQ Latest

Apple Inc. has achieved an all-time revenue record in India during the September quarter of fiscal 2025, signaling the company’s growing dominance in one of the world’s fastest-expanding smartphone markets. The American tech giant’s remarkable performance was fueled by strong iPhone 16 sales, a rapidly growing installed user base, and the opening of new Apple retail stores in emerging markets. This growth comes as Apple continues to deepen its foothold in India, a key geography that now stands among its highest-growth regions globally.

Record-breaking performance in India and global markets

Apple’s CEO Tim Cook, during the company’s quarterly earnings call on Thursday (US time), revealed that India led the company’s revenue growth trajectory, achieving a new all-time record for the September quarter. The iPhone maker also recorded its highest-ever September quarter revenue in several other emerging regions, including Latin America, South Asia, and the Middle East.

“We’re proud to report that we’ve set a September quarter revenue record in emerging markets and an all-time revenue record in India,” said Cook. “When it comes to retail, we are heading into our busiest time of year with our best-ever lineup.”

Apple has been steadily expanding its retail presence to meet increasing demand. In recent months, the company opened new Apple Stores in India and the UAE, along with new locations in the US and China. This strategic retail expansion has been instrumental in strengthening Apple’s brand identity and customer loyalty, particularly in high-potential regions like India.

The company’s Chief Financial Officer, Kevan Parekh, emphasized that global iPhone revenue reached $49 billion, marking a 6% year-over-year increase, primarily driven by the iPhone 16 lineup. “iPhone grew in the vast majority of the markets we track, with September quarter records in many emerging regions, including Latin America, the Middle East, and South Asia, and an all-time record in India,” Parekh noted.

The iPhone’s active installed base grew to a historic high during the quarter, as Apple also achieved a September quarter record for upgraders—users replacing older iPhones with newer models. The company’s strong brand loyalty and high customer satisfaction continue to contribute significantly to its recurring growth, as reflected in the expanding installed base of active devices across product categories.

Cook further highlighted, “We grew in the vast majority of markets we track and achieved September quarter revenue records in dozens of markets, including the U.S., Canada, Latin America, Western Europe, the Middle East, Japan, Korea, and South Asia.” The company’s broad-based growth demonstrates its global resilience amid economic uncertainty and a competitive smartphone market.

Strong quarterly results and strategic expansion

For its fiscal 2025 fourth quarter, which ended on September 27, Apple posted quarterly revenue of $102.5 billion, marking an 8% increase compared to the same period last year. Diluted earnings per share stood at $1.85, up 13% year-over-year on an adjusted basis. These results exceeded Wall Street expectations, reaffirming Apple’s robust operational efficiency and the continued demand for its premium devices.

“Today, Apple is very proud to report a September quarter revenue record of $102.5 billion, including a September quarter record for iPhone and an all-time revenue record for Services,” Cook announced. He attributed the growth not only to iPhone demand but also to Apple’s rapidly expanding Services segment, which includes iCloud, Apple Music, Apple TV+, and the App Store.

In September, Apple launched its most advanced lineup to date—introducing the iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and the lightweight iPhone Air. The company also rolled out the AirPods Pro 3 and the next-generation Apple Watch series, showcasing enhanced health-tracking and battery features. Additionally, the newly released MacBook Pro and iPad Pro powered by the M5 chip underscored Apple’s leadership in high-performance computing.

“When combined, these products represent our most extraordinary lineup ever as we enter the holiday season,” Cook remarked, expressing optimism for strong year-end sales. The launch of the iPhone 17 series and the timing of festive shopping seasons in India and other key markets are expected to further boost Apple’s momentum heading into 2026.

The September quarter’s success capped off what Cook described as a record fiscal year. Apple reported total annual revenue of $416 billion, reflecting sustained double-digit earnings per share growth. CFO Kevan Parekh added, “Thanks to our very high levels of customer satisfaction and loyalty, our installed base of active devices reached a new all-time high across all product categories and geographic segments.”

Apple’s board of directors declared a cash dividend of $0.26 per share of the company’s common stock, payable on November 13, 2025, to shareholders of record as of November 10, 2025. This announcement underscores Apple’s continued commitment to delivering value to its investors, even as it invests heavily in product innovation and market expansion.

Apple’s performance in India, in particular, has become a cornerstone of its growth narrative. The company’s investments in local manufacturing under the government’s “Make in India” initiative have helped it reduce import dependencies while appealing to a growing segment of Indian consumers seeking premium smartphones. Apple now assembles a significant share of its iPhones in India through partnerships with Foxconn, Wistron, and Pegatron, marking a pivotal shift in its global supply chain strategy.

Industry analysts suggest that Apple’s Indian growth story is not merely about sales numbers but about ecosystem expansion. With the rise in Apple’s installed user base, the consumption of paid services—such as Apple One subscriptions, Apple TV+, and App Store purchases—has also increased. This diversification ensures stable long-term revenue growth beyond hardware sales.

Moreover, the launch of Apple’s first two retail stores in Mumbai (BKC) and Delhi (Saket) earlier this year has significantly strengthened its direct-to-consumer connection. The physical stores, coupled with Apple’s online store and authorized resellers, now offer Indian customers a complete brand experience, ranging from personalized product support to easy trade-in and upgrade options.

Apple’s strategic emphasis on sustainability also continues to play a role in its long-term brand value. The company has pledged to become carbon neutral across its entire supply chain by 2030, and the new product lineup reflects this commitment. From recycled materials in iPhone casings to eco-friendly packaging, Apple’s environmental responsibility complements its technological leadership.

The company’s strong position in India also comes amid shifting global dynamics. As geopolitical tensions and manufacturing challenges persist in China, Apple’s move to diversify production to countries like India and Vietnam has gained importance. Analysts note that India’s growing role in Apple’s supply chain could position it as a critical hub for future production, particularly for high-end models like the iPhone Pro series.

In financial terms, Apple’s Services segment remains a powerful growth engine, contributing significantly to profitability. The company’s subscription-based ecosystem continues to expand, supported by its loyal customer base and seamless integration across devices. With India’s digital transformation and expanding middle class, Apple’s ecosystem—spanning devices, services, and software—is poised for exponential growth in the coming years.

The fiscal 2025 performance, therefore, represents more than just quarterly success; it signals Apple’s successful transition into a diversified, globally resilient enterprise. The synergy between its hardware innovation, service offerings, and strategic expansion into emerging markets has positioned the company for sustained growth well into the future.

Even as competition from rivals like Samsung and Chinese smartphone makers intensifies, Apple’s ability to maintain pricing power, brand desirability, and a high degree of customer retention distinguishes it as a market leader. The record-setting revenue in India serves as both a milestone and a forecast—highlighting the nation’s growing relevance in Apple’s global growth story.

From a macroeconomic perspective, Apple’s growth also reflects the increasing appetite for premium technology among Indian consumers. The combination of aspirational value, financing options, and expanding 5G infrastructure has contributed to rising iPhone sales across Tier-1 and Tier-2 cities. Moreover, the company’s localized strategies—such as festive season discounts and trade-in schemes—are resonating well with India’s consumer base.

The September quarter report reaffirms that Apple’s strategy of blending innovation with market localization continues to yield results. As the company prepares for the upcoming holiday season, it stands stronger than ever, powered by record-breaking sales, an expanding services ecosystem, and a renewed commitment to growth in key regions such as India.

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