Apple's Mac business posted roughly 24% revenue growth in the fourth quarter of 2026, according to Benzinga, which described the result as a nod to the company's early years. The outlet reported that Mac revenue came in ahead of expectations, and that a leading analyst expects the momentum to continue rather than fade.
Coverage of the quarter was mixed on the underlying numbers. MarketWatch reported that Mac revenue beat forecasts, and Barron's framed the result against a personal computer market that has been wavering. iThinkDifferent put the revenue gain at 23.7% for the quarter while noting that Mac shipments fell 11%. ShiftDelete.Net, meanwhile, focused on the shipment decline, saying Apple has reason for concern about falling Mac sales.
Taken together, the reports point to a quarter where Apple earned more from Macs even as fewer units shipped — a gap the available material does not explain. Benzinga's headline cast the revenue surge as a "throwback to 1984," the year the first Mac launched, and quoted a top analyst saying the real boom is only getting started. The identity of that analyst and the basis for the forecast were not included in the summary available.
The divergence between revenue and shipments is the figure to watch when Apple next reports, along with whether the analyst's predicted expansion shows up in unit sales as well as dollars.