Apple’s fiscal Q4 2026 Mac revenue, reported at $8.73 billion alongside total company results of $102.47 billion, reflected supply constraints on advanced components and memory that limited availability of MacBook Pro and the newer MacBook Neo despite continued demand. These factors, combined with a broad PC market contraction where shipments fell over 20% year-over-year, tempered growth even as Apple gained share through premium positioning and ecosystem strength. Guidance highlighted sequential FX headwinds and tighter supply, setting expectations for the September quarter. Traders are now focused on the November 2 earnings call for final confirmation and any updates on inventory or holiday outlook.