Apple leads the industry in 5 key product segments
Apple dominates several key markets, according to Counterpoint. Analysts there tell us that the company leads the industry by revenue in product segments that include tablets, earbuds, smartphones, smartwatches and notebooks.
These are just a series of findings the company published the other day.
2025 was a very good year
The stats reveal a stunning year for the company which grew revenues 8% YoY in Q3 25, hitting $102 billion on strength of robust hardware and services performance. This was the first time the company’s total revenue crossed the $100-billion mark in a September quarter.
This is particularly noteworthy given the extent of the headwinds Apple CEO Tim Cook has had to navigate the company through during the year. From tariffs to trade wars, regulation to internal missed targets, plus a larger than normal exec retirement run after the October bonuses, he’s dealt with a lot. Apple’s success across the year likely owes a lot to his leadership.
Additional statistics shared by Counterpoint include:
- Hardware revenue hit a September quarter record, while services revenue was an all-time record.
- Mac was the fastest-growing hardware segment, followed by iPhone.
- Overall, iPhone shipments grew 9% YoY. The iPhone 17 series is performing better than the iPhone 16 series, with the base variant doing well across regions due to a very strong value proposition. The iPhone 16e has further added width to the portfolio.
- Mac was the fastest-growing hardware segment in terms of revenue, driven by a combination of refreshed products and improving demand from the premium consumer and commercial segments.
- Within Watch, a much wider portfolio with Series 11, Ultra and SE 3 drove volume growth. The SE 3, in particular, performed significantly better than the SE 2 because the feature gap between the SE and the standard Watch series has never been narrower, making it a compelling value proposition.
The services segment continued its double-digit growth for the ninth consecutive quarter, revenues exceeded $100 billion for the first time for a financial year.
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