Apple’s Profit Report (AAPL) Q2 2025

Apple report Second profit on the financial quarter On Thursday, which won expectations for Wall Street, but the company’s service department came closely compared to the estimates.

The iPhone manufacturers declined to 4% in advanced trade.

Here’s how Apple has done compared to consensus estimates per quarter, ending in March:

• Eps: 1.65 dollars vs. $ 1.63, estimated LSEG
• Income: $ 95.4 billion vs. $ 94.66 billion, estimated LSEG
• Profit iPhone: 46.84 billion dollars against $ 45.84 billion, per street
• Mac income: 7.95 billion dollars against $ 7.77 billion, enlisted outside
• Income iPad: $ 6.4 billion vs. $ 6.20 billion, enlisted outside
• Revenues for wear, home and accessories: 7.52 billion dollars vs. $ 7.95 billion per street
• Profit from services: 26.65 billion dollars vs. $ 26.70 billion per street
• The gross stock: 47.1% vs 47.1%, outside

Cook presented the first comments of Apple on the impact of tariffs on its business call with analysts, saying that the company saw a “limited impact” in the March quarter as it was able to optimize its supply chain.

Apple counts on overall income from the growth of “low and medium -sized” growth every year during the current quarter, which ends in June, said Finance Head Kevan Pareh. Apple reported $ 85.78 billion for the June quarter of last year.

The company also expects the gross profitability in the middle will come by 46%, given the tariff expenses. Analysts searched for a third quarter management of $ 1.48 per share of $ 89.45 billion.

Apple expects tariffs to add $ 900 million to their costs for the current quarter, believing that there have been no new tariffs and other major changes, Cook said. However, he added that it is very difficult to predict in June because I am not sure it would be with the tariffs. “

“We will manage the company the way we always have with thoughtful and focused solutions, with a focus on investment in the long run and with the dedication and opportunities it creates,” Cook said. “When we look forward, we remain confident.”

Cook said CNBC that Apple is already looking for about half iPhones for the US from India, and most of its other products for the US from Vietnam, where tariffs are lower than from China. Cook said Apple is still making the “vast majority” of their products for other China countries.

The iPhone uses a lot of chips made domestically, Cook, adding that Apple this year is buying 19 billion chips in the US

“With the iPhone you really have to take a step below and look at the individual parts and where they come from,” he said.

Apple said in this quarter his council allowed up to $ 100 billion, declining compared to $ 110 billion for permission last year. Apple has also said that a dividend was paid 26 cents per share, which increased by 4%.

“We continue to plan an annual increase in dividends,” Cook said.

The company reported $ 1.65 per share for $ 24.78 billion of the quarter, $ 2,64 billion, or $ 1.53 per share, during the year.

The most important line of the company’s products, iPhones, led estimates of $ 46.8 billion per quarter. The total sales of products increased slightly less than 2% on the annual basis.

Apple’s profitable lucrative services department includes iCloud subscriptions, services such as Apple Music and Apple TV+, guarantees and profits from search licensing, such as Google.

Cook greeted the growth of services up to $ 26.65 billion in profit per quarter, increased by 11.65%annually. However, the revenues from the services were slightly expectations on the street, and last year the Apple service department increased by 14.2% in March.

Apple’s equipment usually took place during the quarter.

Mac sales have increased by almost 7% to just under $ 8 billion, and the iPad sales by 15% increased to $ 6.4 billion annually. In March, Apple introduced new Air and MacBook Air models.

However, the Apple unit, which includes Apple Watch, AirPods and Accessory, decreased by 5% compared to the same period last year to $ 7.52 billion. Cook attributes a decrease in the Vision Pro headset in the quarter of the year.

Sales in Greater China, which includes Taiwan and Hong Kong, decreased from year compared to $ 16 billion. Cook said sales in China are accelerated quarterly, and that Apple’s sales in the region would be equal if not for the exchange rate.

On the other hand, the sales in America, the largest Apple market, who noticed that consumer demand has increased by almost 8%. Cook told Steve Kovach CNBC that Apple did not see evidence of the order “pull forward” from the tariffs.

“We do not believe that there was a significant thrust in the March quarter,” Cook said. “There is no obvious evidence of this.”

For a quarter Apple postponed some of its AI features announced last summer to the “coming year”, What some analysts, according to the Apple’s latest iPhones, can reduce the attractiveness of the latest iPhones.

This included features for the Apple Siri AI voice assistant, which were the focus of the commercials that the company has since.

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