Apple posted record earnings for the September 2025 quarter on Thursday, reporting $102.5 billion in revenue, driven largely by iPhone sales that reached $49 billion. The iPhone 17 lineup debuted on September 12, when online preorders opened to overwhelming demand. Although the iPhone 17 contributed only partially to September-quarter sales, Apple expects it to dominate the December quarter.
In an interview with CNBC, CEO Tim Cook projected revenue growth of 10% to 12% compared to the same period in 2024. “We expect iPhone revenue to grow double digits year over year, making the December quarter the best ever in Apple’s history,” Cook said, adding that demand for the iPhone 17 has been “off the charts.”
Persistent Global Demand and Shipping Delays
From launch day onward, iPhone 17 models have repeatedly sold out online, with delivery times stretching from several days to multiple weeks worldwide. BGR’s weekly tracking of Apple’s online stores across major markets shows that as of October 31, some iPhone 17 configurations remain backlogged, with availability varying widely by region.
Apple has managed to stabilize supply in select markets, though demand remains exceptionally strong. Notably, the base iPhone 17 model continues to rival the top-tier iPhone 17 Pro Max in popularity across multiple regions.
Regional Availability Snapshot
Europe improves while North America lags:
A review of nine markets — the U.S., Canada, U.K., France, Switzerland, Germany, Ireland, China, and Japan — reveals significant differences in availability across the lineup.
European markets and China show the most improvement. Switzerland, Germany, and Ireland now offer every iPhone model for immediate online purchase, while France and China have resolved previous shortages. Conversely, Japan experienced a reversal: all three iPhone 17 models are now sold out online after being fully available just last week.
Demand Outlook
Current trends suggest that iPhone 17 demand remains robust, with supply conditions shifting weekly. While Apple appears to have caught up in some regions, inventory fluctuations continue to reflect the product’s global popularity and constrained production pipeline.
