Apple's iPhone product segment missed consensus expectations of analysts for the just-concluded fiscal fourth quarter of 2025, largely due to transitory weakness in iPhone 17 sales. Now, however, Apple has not only given a reasonable explanation behind this miss, but also offered a surprising guidance for the ongoing December-ending quarter.

Apple to experience its best ever December-ending quarter

As we noted in our dedicated post on the topic, Apple's iPhone revenue missed expectations for its fiscal Q4 2025 , which were pegged at $50.19 billion vs. the $49.03 billion haul that the Cupertino giant reported for the three-month period.

During the earnings call, Apple's Tim Cook noted that the transitory weakness in iPhone sales was a result of "supply constraints," going on to note

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