Earnings Analysis7 min read

Apple FY2024 Earnings: The $391B iPhone Machine, in One Chart

Apple's FY2024 income statement visualized as a Sankey diagram: $391B of revenue, a 46% gross margin, and the iPhone still carrying more than half the company. Every number from the 10-K.

By Andres Slaughter

Apple filed its FY2024 10-K with $391.0B in net sales — and buried inside the consolidated statements of operations is one of the cleanest business stories in the S&P 500. Here it is as a flow instead of a table.

Sankify · Apple FY2024 10-K · live render
Rendering the live chart…
Generated by Sankify from the Apple FY2024 10-K · as-reported SEC EDGAR figures · accounting identities validated · open the interactive version →

📊 The headline numbers

  • Revenue: $391.0B — Products $294.9B + Services $96.2B
  • Gross profit: $180.7B (46.2% margin)
  • Operating profit: $123.2B (31.5% margin)
  • Net profit: $93.5B (23.9% margin)

Follow the chart left to right: hardware and services merge into one revenue node, costs peel off, and roughly 24 cents of every dollar reaches the bottom line.

📱 The left fan: iPhone is still the business

  • iPhone: $201.2B — 51% of total revenue, on its own bigger than Microsoft's entire cloud segment
  • Wearables, Home & Accessories: $37.0B
  • Mac: $30.0B
  • iPad: $26.7B
  • Services: $96.2B — the second-largest ribbon and the one Wall Street watches

The visual makes the concentration risk instantly legible: cover the iPhone ribbon with your hand and Apple is a very different company.

💰 The margin story is a tale of two cost lines

The 10-K splits cost of sales by segment, and the flow shows why Services matters so much:

  • Products cost of sales: $185.2B against $294.9B of revenue — roughly a 37% product gross margin
  • Services cost of sales: $25.1B against $96.2B of revenue — roughly a 74% services gross margin

Services is a quarter of revenue but delivers margin like a software company. Every point of mix shift toward Services lifts the blended 46.2% gross margin.

🔬 Below the line: discipline

  • R&D: $31.4B — 8% of revenue, mostly silicon and platforms
  • SG&A: $26.1B — 6.7% of revenue, remarkably lean for a consumer brand
  • Tax: $29.7B, leaving net profit of $93.5B

The bottom line

Apple FY2024 is a concentration story (iPhone), a mix story (Services margins), and an efficiency story (SG&A under 7% of revenue) — and all three are visible in about five seconds on the flow. That is the point of drawing the income statement instead of reading it.

Want to explore it yourself — hover every ribbon, check every number against the filing, switch to any quarter? Generate the interactive version on Sankify in about ten seconds.

AppleAAPLearningsincome statementSankey diagram10-KiPhoneServices

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