Apple’s Wearables, Home and Accessories revenue fell 8% to $8.30bn in the September quarter, down from $9.01bn a year earlier and below the $8.99bn analysts expected. Apple doesn’t report Apple Watch sales separately, so that line is the only official figure that includes them.
What the results show
- Apple published its fiscal fourth-quarter results on 2 November 2026. Total revenue rose 12% to $114.48bn, with iPhone up 17% and Mac up 24%.
- Wearables, Home and Accessories and iPad, down 10%, were the only categories to shrink.
- Over the full fiscal year, the category was flat, at $35.58bn against $35.69bn.
- CFO Kevan Parekh put the fall down to “a difficult comparison against the launch of the Watch SE3 and the AirPods Pro 3 in the prior year”.
- Apple said the wearables installed base reached a new all-time high, and that over half of the people who bought an Apple Watch in the quarter were new to it.
What Apple Watch sales probably did
The category also holds AirPods, Beats, HomePod, Apple TV and accessories, so a smaller total does not mean fewer watches were sold. The new Apple TV 4K, HomePod mini and HomeView did not ship until after the quarter closed, which left the home side with nothing new to sell.
Independent data points the other way for the watch. Counterpoint Research says Apple Watch shipments rose 21% in the first quarter of 2026, helped by new buyers choosing the cheaper SE 3. In the second quarter, Apple was the fastest-growing of the five biggest smartwatch brands while the market as a whole shrank 4%. Figures for July to September are not out yet.
Apple’s own comments fit that pattern. A record installed base and a majority of first-time buyers suggest the watch is still winning customers, and the drop looks more like last year’s AirPods Pro 3 and SE 3 launch sales falling out of the comparison. That is an inference, because Apple has never published an Apple Watch revenue figure. The same thing happened a year ago, when wearables revenue fell while Apple reported record user growth.
Quick answers
Does Apple report Apple Watch sales?
No. Apple Watch is grouped with AirPods, Beats, home products and accessories in one Wearables, Home and Accessories line.
Did Apple Watch sales fall in the September 2026 quarter?
Apple hasn’t said. The category fell 8%, but Apple blamed last year’s launches, and Counterpoint’s shipment data showed Apple Watch growing through the first half of 2026.
Was Apple Watch Ultra 4 in these results?
Apple CEO John Ternus mentioned Ultra 4 on the call, but Apple gave no sales figure.
Related: Apple Watch for sport and fitness and the Apple Watch Ultra 4 upgrade guide.
Last Updated on 4 November 2026 by tfk the5krunner
Small things I always use
- Garmin 90-degree charging adapter: Charges your Garmin from any USB-C cable. Essential when travelling. I use one.
- Body Glide: The blue anti-chafe stick swimmers and runners carry. I use it.
- Speedo earplugs: Fewer ear infections and no cold-water dizziness. I use them.
- Dryrobe Advance: My winter changing robe for open-water swims. I use one. A cheaper option is the AONYIYI changing robe.
- Maurten: Race fuel that stays easy on the stomach. I use them.
- Beet It Sport nitrate shots: Beetroot shots I take in the days before a race. I use them.
- Garmin charging puck: The quickest way to top up before a session. I use one.
- Injinji: Toe socks that stop rubbing, so you run more. I use them.
- Ultimate toe protectors: Stop black toenails on long runs. They work. I use them.
- Compressport R2 v2 calf sleeves: My calf sleeves of choice. I use them.
- Cellucor C4: My pre-workout before hard sessions.
- TPU tubes: Schwalbe Aerothan, Tubolito and Pirelli SmarTube. Light, tiny spares. I use all three.
- G8 insoles: Adjustable insoles that are good. I use them.
- Cycplus Cube: A 97g electric pump that gets a road tyre rideable in two minutes. I carry one. 5% off with code THE5KRUNNER.
Watches and sensors
- Polar H10: My daily driver for waking HRV.
- Polar Verity Sense: My backup arm-worn HR sensor.
- Nomad bedside charger: Charges my iPhone and Apple Watch overnight. I use it, and many of their bands.
- Train.Red: The best muscle oxygen sensor I’ve used.
- Tymewear: Accurate heart rate and reliable ventilatory zones. I use it to pace endurance rides over an hour.
- Garmin Forerunner 970: A pro-grade triathlon watch. I use this.
- Apple Watch Ultra 4: My daily smartwatch. No phone needed on rides.
- Garmin Fenix 9 Pro: I’ve just bought one.
On the bike
- Continental GP5000 for everyday riding, and Aero 111 on the front for special occasions.
- Helmets: Specialized S-Works Evade 3 for road riding, and Rudy Project Wing for TT-style races. I use both.
- Ravemen FR300: A front light that mounts under your Garmin or Wahoo. I use one.
- Ravemen FR1000: The light and the computer mount in one unit, so nothing else goes on the bars. Better than mine.
- Ravemen FR1500SE: 1,500 lumens hanging under your Garmin, for proper night rides.
- Ravemen FR1100SE: 1,100 lumens under your Garmin, and up to 46 hours on slow flash.
- Ravemen FR500: A brighter FR300 with the same mount.
- Wahoo TRACKR Radar: I use it on one bike and Varia on the other. They perform the same.
- Garmin Varia RTL515: Radar that warns you of cars from behind. I use this model.
- Wahoo ELEMNT Roam 3: The bike computer that’s easy to use. I use mine on most rides.
- Favero Assioma Pro RS2: Accurate power pedals that swap easily between bikes. I use this model.
Home and indoor training
- NPE Runn: Makes my basic treadmill smart, sending more accurate speed and distance to my watch and Zwift. I use it.
- Google Wifi: Keeps Zwift connected in my pain cave. I use it.
- Apple TV 4K: Zwift on the big screen. I use two.
- Google Nest Doorbell (wired, 2nd gen): My video doorbell, running in both Google Home and Apple Home. I use it.
Health, recovery and sleep
- FreeStyle Libre 3 Plus: Shows how my blood sugar responds to diet.
- hDrop: Measures my sweat loss in summer and indoors.
- Fourth Frontier Zone: Checks my heart under load in hard sessions.
- Kineon MOVE+: Red and infrared light for sore knees, Achilles and other joints after hard training. I use it.
- Oura Ring 5: My partner’s recovery tracker of choice.
- Eight Sleep: A cooling mattress cover my partner and I use nightly.
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tfk is the founder and author of the5krunner, an independent endurance sports technology publication. With 20 years of hands-on testing of GPS watches and wearables, and competing in triathlons at an international age-group level, tfk provides in-depth expert analysis of fitness technology for serious athletes and endurance sport competitors. See the gear tfk uses. ID
