Name: TrendPulse
Rating: 4.8 (150 reviews)

Apple’s iPhone sales and Services revenue were the stars of the show in the tech giant’s most recent quarter, but the Mac quietly outperformed — helped by growing demand for AI workloads.

Wall Street investors had expected to see Mac revenue in the low $8 billion range, but Apple reported $8.4 billion in the second quarter ended March 28 — a notable beat for a non-core segment of the tech giant’s business. In addition, investors ahead of earnings believed that Mac sales would be essentially flat year-over-year. Instead, Mac sales were up 6% on an annual basis, the company told investors. The company’s total revenue was $111.2 billion, a 17% increase from the same period last year.

Apple chalked up some of the Mac growth to recent product launches, including the well-received MacBook Neo. However, those fun, colorful computers were only on sale for a few weeks after the March 4 preorders began. Realistically, most units shipped mid- to late March, and some demand may have been pushed into April as certain models sold out.

Apple CEO Tim Cook told analysts on the company’s Q2 earnings call on Thursday that customer demand for the Neo was “off the charts” and higher than Apple had expected. He also noted that Apple set a record in the quarter for customers new to the Mac, partly due to the Neo.

Cook attributed the Mac sales growth to the use of the platform for running local AI models, like OpenClaw — something that took Apple somewhat by surprise as Mac mini and Mac Studio devices sold out in recent weeks.

“Both of these are amazing platforms for AI and agentic tools, and the customer recognition of that is happening faster than what we had predicted, and so we saw higher than expected demand,” Cook said of these Mac sales. He also noted that the Mac mini was the top-selling desktop in China — a market that’s been in an OpenClaw frenzy as of late.

Still, Mac revenue was flat on a quarter-over-quarter basis, suggesting this new demand has yet to scale. Cook said it may take Apple “several months” to reach supply-demand balance on the Mac mini and Studio models.

Techcrunch event

Meet your next investor or portfolio startup at Disrupt

Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register now to save up to $410.

Meet your next investor or portfolio startup at Disrupt

San Francisco, CA

October 13-15, 2026

“We’re not at the point where we’re saying this [constraint] is going to end anytime soon. And it’s not because of a problem, per se, other than we just under-called the demand,” Cook explained.

Enterprise demand for the Mac was also at play. Apple pointed to a couple of larger companies, including Perplexity, that had turned to Mac as their preferred platform for building enterprise-grade AI assistants.

He also said Apple was “supply constrained on the MacBook Neo,” and has even seen school systems, like Kansas City Public Schools, dropping Chromebooks for the Neo.

Topics

AI, Apple, earnings, Hardware, mac, mac mini, Mac Studio, macbook neo

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

Sarah Perez

Consumer News Editor

Sarah has worked as a reporter for TechCrunch since August 2011. She joined the company after having previously spent over three years at ReadWriteWeb. Prior to her work as a reporter, Sarah worked in I.T. across a number of industries, including banking, retail and software.

You can contact or verify outreach from Sarah by emailing sarahp@techcrunch.com or via encrypted message at sarahperez.01 on Signal.

View Bio

April 30

San Francisco, CA

StrictlyVC kicks off the year in SF. Register now for unfiltered fireside chats and VC insights with leaders from Uber, Replit, Eclipse, and more. Plus, high-value connections that actually move the needle. Tickets are limited.

Apple was surprised by AI-driven demand for Macs