Over 2.5 billion active devices gives Apple Services a massive audience

Apple has reached a significant milestone with over 2.5 billion active devices worldwide, according to CEO John Ternus. This figure represents a record high across all of the company's major product categories and regions. During the company's November 2 earnings call, Ternus reiterated this staggering number while discussing the fiscal fourth-quarter results.

The installed base, which includes iPhones, iPads, Macs, Apple Watches, and other Apple products, has grown to this impressive total, surpassing 2.5 billion devices in January 2026. This figure is up approximately 150 million from the 2.35 billion devices reported in 2025. It's important to note that the installed base measures devices, not individual customers, meaning that someone who owns multiple Apple products contributes more than one device to the total count.

With this massive installed base, Apple gains a larger potential audience for its services, such as iCloud, Apple Music, Apple TV, and the App Store. These digital services generate revenue even after customers purchase their devices, with Services revenue reaching a record $31.57 billion in the September quarter, up nearly 10% from $28.75 billion a year earlier.

Apple's latest earnings also show that total revenue climbed 12% to $114.5 billion, with iPhone revenue hitting a September-quarter record of $57.58 billion. While the expanding installed base provides a solid foundation for future Services revenue, Apple has not disclosed which products contributed most to this latest increase.