Apple’s installed base surpassed 2.5 billion active devices worldwide, CEO John Ternus confirmed during the November 2 earnings call, marking a new record across all product categories and regions. The milestone reflects continued growth from the previous 2.35 billion devices reported in 2025, with an increase of roughly 150 million units since January 2026. The installed base includes active iPhones, iPads, Macs, Apple Watches, and other products, counting devices rather than individual customers.
The 2.5 billion figure includes all active devices linked to Apple’s services, such as iCloud, Apple Music, Apple TV+, and the App Store. A larger device base expands the potential audience for Apple Services, which posted a record $31.57 billion in the September quarter—up nearly 10% from $28.75 billion a year earlier. Overall revenue rose 12% to $114.5 billion, with iPhone sales hitting a quarterly high of $57.58 billion.
Apple also reported more than 1.5 billion paid subscriptions across its platform. Analysts note that each additional device can add incremental subscription value, even if the user already owns multiple products. Apple’s fiscal fourth‑quarter results also highlighted strong performance in hardware sales, reinforcing confidence in the ecosystem’s sustainability.
While the growing ecosystem supports future Services revenue, Apple did not disclose which product categories contributed most to the latest increase. The expanding base underscores the company’s leverage in the digital services market.
Source: AppleInsider · Summarized by HeadlinesBriefing