Apple’s Mac division outperformed Wall Street expectations in the second quarter, generating $8.4 billion in revenue — a 6% year-over-year increase that analysts had not anticipated. The company’s total revenue reached $111.2 billion, up 17% from the same period last year.
CEO Tim Cook attributed part of the Mac’s strength to unexpectedly strong demand driven by local AI workloads. Mac mini and Mac Studio models sold out in recent weeks as customers increasingly turned to Apple hardware for running local AI models, a trend Cook said moved faster than the company had predicted. Enterprise customers, including AI company Perplexity, have also adopted Mac as their preferred platform for building AI tools.
The newly launched MacBook Neo also contributed, with Cook describing customer demand as exceeding Apple’s own forecasts. Supply constraints on both the Neo and the Mac mini are expected to persist for several months as Apple works to meet demand.
