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Apple's Q1 sales in greater China surged 38% to $25.5B; Tim Cook attributed the increase to users upgrading and switching from other platforms to iPhone 17

Mark Gurman /Bloomberg:

Bloomberg Mark Gurman

Discussion

  • @zerohedge @zerohedge on x
    In a quarter when Apple's US sales actually missed estimates, and when trade war between China and US hit unseen levels, the Chinese rediscovered a heretofore unknown love for the exact same product they shunned for the 3 previous years.
  • @mweinbach Max Weinbach on x
    Tim Cook on iPhone in China: Greater China also grew 38% year over year, driven by iPhone, which had record upgraders and double digit growth on switchers. Double digit growth on switchers is a huge deal, and not good for Android brands
  • @zerohedge @zerohedge on x
    TIM COOK SAYS IPHONE DEMAND WAS “SIMPLY STAGGERING” TOWARD THE END OF 2025 right.... at a couple of bonded warehouses in Hong Kong
  • @zerohedge @zerohedge on x
    Something very fishy about Apple's China numbers [image]
  • @munster_gene Gene Munster on x
    Holy China. $AAPL up 4% on earnings. China was up 38%. Street was thinking it would be flat to up slightly. Last quarter it was down 4%, and down on average 5% over the past two years. The $25.6B in China revenue essentially ties its all time high at $25.8B in Dec of 2021.
  • @teroterotero Tero Kuittinen on x
    Woah massive iPhone sales in China. Apple really did figure out how to keep it going with minimal product innovation.