Apple reports Q2 revenue up 5% YoY to $95.4B, vs. $94.6B est., China sales down 2% YoY to $16B, vs. $16.83B est., and authorizes a $100B share buyback program
Services revenue reaches new all-time high — EPS sets March quarter record … The Company posted quarterly revenue of $95.4 billion …
Apple Inc.
Related Coverage
- Tariffs will take a $900 million bite out of Apple next quarter, says Tim Cook ZDNET · Adrian Kingsley-Hughes
- Apple beats analyst forecasts for the quarter, posts highest-ever Services revenue GSMArena.com · Peter
- Amazon Says It Can Embiggen AWS Past “Multi-$100 Billion” With AI The Next Platform · Timothy Prickett Morgan
- Amazon and Apple reveal latest growth for digital services Music Ally · Stuart Dredge
- Apple to buy back $100 billion in stock, raise dividend by 4% AppleInsider · Wesley Hilliard
- Apple Tops Wall Street Expectations With $24.78 Billion Profit New York Times · Tripp Mickle
- Apple confirms your next iPhone or Mac won't be made in China BGR · José Adorno
- Apple Beats Forecasts And Sets Services Revenue Record Gizchina.com · Abdullah Mustapha
- This is Tim: Complete transcript of Apple's Q2 2025 financial call Six Colors · Jason Snell
- Apple Q2 2025 results and charts: $95.4B revenue Six Colors · Jason Snell
- Apple's earnings exceeded expectations, but investors were still left wanting more. Here's how analysts reacted CNBC · Lisa Kailai Han
- Apple reports 5% revenue growth in Q1 2025, beats expectations Tech in Asia · Aiko Gao Ishida
- Apple shares fall on cloud miss despite US chip pivot City A.M. · Saskia Koopman
- A Transcript of Tim Cook's Opening Commentary on Fiscal Q2 2025 and the Q&A segment that followed Patently Apple · Jack Purcher
- Apple's services revenue at all-time high as company reports $95.4bn revenue for Q2 FY25 Digit · Ayushi Jain
- Apple earnings top expectations thanks to services growth Axios · Ina Fried
- Here's why Apple's stock is getting dumped despite solid earnings results MarketWatch · Laila Maidan
- Beware the tariffs! Inside Apple's latest financial results Six Colors · Jason Snell
- Apple doesn't seem too worried about Trump's tariffs The Verge · Chris Welch
- Tim Cook explains why Apple isn't worried about iPhone tariffs 9to5Mac · Ryan Christoffel
- NEWSVIEWER — Shares Fall for Some Insurance Companies, Brokers Named in DOJ Complaint MarketWatch · Alisa Wolfson
- Emil Protalinski's Post LinkedIn · Emil Protalinski
- Apple Stock Sinks On Tariffs, Services Challenges Investor's Business Daily · Patrick Seitz
- Apple reports Q2 2025 earnings with $95.4 billion in revenue 9to5Mac · Zac Hall
- Tim Cook says tariffs had “limited” impact on Apple but it may still lose close to a billion Neowin · Hamid Ganji
- Jason Snell on Apple's Q2 FY 2025 and Frustrating Analyst Call Daring Fireball · John Gruber
- Apple CEO Tim Cook says tariffs to add $900M in costs in Q3, but future uncertain TechCrunch · Sarah Perez
- Apple CEO Tim Cook comments on how tariffs might affect iPhone prices for the first time Tom's Guide · Tom Pritchard
- Apple isn't overly worried about Trump's tariffs. Here's why. Mashable · Stan Schroeder
- Apple results good but shares down as $900m tariff costs loom Silicon Republic · Ann O'Dea
- Is a price hike imminent for Apple products in the US? Here's what we know TechIssuesToday.com · Dwayne Cubbins
- Tim Cook finally addressed the delay of Apple's major Siri revamp BGR · José Adorno
- Apple Q2 Earnings: Strong iPhone Sales Drive Revenue and EPS Beat, Services Slightly Miss Appleosophy · Holden Satterwhite
- Apple earnings show further weakness in China, and the stock is down MarketWatch
- Apple says Trump's tariffs will boost costs by $900mn in June quarter Financial Times · Michael Acton
- Having taught platform economics and software ecosystem for over two decades, all case discussions predicted why these platforms will continue to get better and better. … Prabhudev Konana
- Apple says tariffs will cost it a whopping $900 million this quarter Quartz · Catherine Arnst
- Majority Of iPhones Sold In The US To Be ‘Made In India’: Tim Cook Inc42 Media · Akshit Pushkarna
- Apple to source 19 billion chips from US this year Verdict · Sathya Jameson
- Apple's China sales dip on local competition as US tariffs add to headache South China Morning Post · Xinmei Shen
- Most iPhones sold in US to be made in India Financial Express
- Most iPhones sold in US will be from India for June quarter, Apple says Nikkei Asia
- India set to produce Apple iPhones for US market, says CEO Tim Cook Business Standard
- Apple says most US-bound iPhones no longer made in China BBC · Lily Jamali
- Apple CEO Tim Cook confirms majority of US iPhones will be made in India in June quarter Livemint · Govind Choudhary
- Apple CEO Tim Cook says most iPhones sold in US in June quarter will be from India Digit · Himani Jha
- Apple confirms ‘majority’ of iPhones sold in US will come from India in near term The Indian Express · Soumyarendra Barik
- Apple Says It's Shifting Production Away From China Newser · Rob Quinn
- Majority Of IPhones Sold In U.S. In June Quarter To Be Made In India: Tim Cook ddnews.gov.in
- ‘Made in India’ iPhones to dominate US market in June quarter, says Tim Cook Press Trust of India
- Apple Says Most of Its Devices Shipped Into US Will Be From India, Vietnam Slashdot · Msmash
- Apple's latest earnings offer a glimpse at how it's faring Computerworld · Jonny Evans
- Inside the App Store: getting the most from Apple's app marketplaces AppleInsider · Amber Neely
- Once again, Apple has to be forced to do the right thing Macworld · Jason Cross
- Apple Services, Including TV+ and Music, Post $26.6B In Quarterly Revenue Amid Tariffs Uncertainty The Hollywood Reporter · Etan Vlessing
- Apple's $900 million tariff bill in Q3 is a sign of Tim Cook's supply chain mastery AppleInsider · William Gallagher
- Apple could spend $900 million on tariffs over the next quarter Engadget · Mariella Moon
- Everything Apple said about tariffs Sherwood News · Rani Molla
- Apple Stock Falls After Cook Warns of $900M Tariff Impact Benzinga · Dylan Berman
- Apple stocks down as CEO Tim Cook warns of $900 million in tariff-related costs for Q2 Reuters
- Apple sees sharp narrative shift as tariffs dominate tech giant's outlook Miami Herald · Martin Baccardax
- Apple Stock Drops. Why a $900 Million Tariff Hit Could Be Just the Start. Barron's Online · Adam Clark
- Tim Cook Explains How Tariffs Are Impacting Apple's Business MacRumors · Juli Clover
- Apple has managed tariffs so far, but Cook lacks long-term answers CNBC · Kif Leswing
- Apple Hit with $900M Tariff Bomb, Says Tim Cook Android Headlines · Alexander Maxham
- Trump's tariffs could cost Apple $900 million this quarter, CEO Tim Cook says CNN
- Tariff hit to drive up smartphone prices as Apple expects $900M in damages Türkiye Today
- Apple's US tariff-led $900 million pain is India's gain Livemint · Shouvik Das
- Apple Warns Trump's Tariffs Will Raise Costs By $900m Silicon UK · Tom Jowitt
- Apple expects $900 million tariff hit, Amazon sees no impact yet The Economic Times
- Despite paying $900M in tariffs, Apple's Tim Cook isn't announcing price increases — yet TechCrunch · Julie Bort
- Tariffs could add $900 million to Apple's costs, CEO Tim Cook says Washington Post · Chris Velazco
- Apple CEO Tim Cook reveals how much Trump's tariffs will cost the tech giant this quarter Fortune
- Tim Cook says Trump tariffs could cost Apple more than $900M in June quarter The Hill · Ashleigh Fields
- Trump tariffs will cost Apple almost $1 billion this quarter Cult of Mac · Ed Hardy
- Apple says tariffs will cost it at least $900 million this quarter The Verge · Chris Welch
Discussion
-
@divestech
Dan Ives
on x
Raising price target on Apple to $270 reflecting incremental confidence in the India supply chain situation that could now take the worst case scenario off the table for iPhone tariffs...and this has been a core Street fear over the last month. China demand improving..key 🍎🍏🐂
-
@mgsiegler
M.G. Siegler
on x
I've listened to many, many, many Apple earnings calls over the past 20 years. That was definitely the worst one I've ever heard. Basically nothing was said, literally no questions were actually answered, and Tim Cook just sounded... off? Super weird and awkward.
-
@alexeheath
Alex Heath
on x
No Big Tech CEO has evaded hard questions over the past decade as much as Tim Cook
-
@film_girl
Christina Warren
on x
@mgsiegler same! Live blogged them for well over a decade. Utterly bizarre call. Just bizarre
-
@markgurman
Mark Gurman
on x
Apple: No tariff impact in March quarter, can't precisely estimate for June quarter (current), but estimates $900 million in cost increases in the period.
-
@benbajarin
Ben Bajarin
on x
Interesting color from Tim Cook on anticpated impact on Tariff's to the June quarter. Estimate, if all holds and no other changes, will be ~$900m impact to the business. Stock seems to be recovering some AH.
-
@yahoofinance
@yahoofinance
on x
“Apple has already started to diversify away from China, and they will continue to do so,” New Street Research Technology infrastructure analyst Antoine Chkaiban says on $AAPL earnings. [video]
-
@appleinsider
@appleinsider
on x
It is a tumultuous time for Apple investors, but some good news came from Apple's earnings on Thursday as stock buybacks continue unabated at $100 billion, and dividends are rising to $0.26 per share. https://appleinsider.com/...
-
@benbajarin
Ben Bajarin
on x
As I suspected, Tim Cook starts off the call heavily emphasizing their already highly diversified supply chain. Also, emphasis on the buybacks, which just shows they and the board believe the stock is still undervalued.
-
@benbajarin
Ben Bajarin
on x
As @MaxWinebach outlined in his report a few months ago on the local China market subsidy program, we have seen continued growth of Android in the high-end in China as that TAM expands for premium in the market. Not a shock more competition is rising locally in China.
-
@briansozzi
Brian Sozzi
on x
China the only region Apple didn't grow in the quarter: [image]
-
@tomwarren
Tom Warren
on x
Apple Q2 2025 earnings are out: 📱 iPhone revenue up 2% 💻 Mac revenue up 6.6% 📑 iPad revenue up 15% ⌚ wearable revenue down 5% ☁️ services revenue up 11.6% $95.4 billion in revenue overall, up 5% https://www.theverge.com/...
-
@munster_gene
Gene Munster
on x
CNBC reports that Tim Cook said half of the iPhones sold in the U.S. were made in India. That's a big surprise—I had expected the figure to be closer to 25%. The spike in India-made iPhones reaching the U.S. appears to be driven by a combination of redirected supply and ramped-…
-
@caro_milanesi
Carolina Milanesi
on x
This is going to please the Street. Also a good reminder that Apple is shifting production to India for devices coming to the US not the entire production. This means it is about reallocating resources more so than expanding production.
-
@mgsiegler
M.G. Siegler
on x
Words not found in Apple's earnings release: AI, Apple Intelligence, Siri, Vision Pro, Tariffs, China, Antitrust, Epic, Court... https://www.apple.com/...
-
@jsnell
Jason Snell
on x
Just posted: Apple Q2 2025 results and charts: $95.4B revenue https://sixcolors.com/...
-
@signalbloom
@signalbloom
on x
$AAPL earnings under the hood - This marks the FIFTH consecutive quarter of declining sales in Greater China (-2.3% YoY). Major vulnerability in a critical market. - iPhone growth basically stalled at just +1.9% YoY despite a new “iPhone 16e” model. - Wearables segment (Apple
-
@asymco
Horace Dediu
on x
Apple's board of directors has declared a cash dividend of $0.26 per share of the Company's common stock, an increase of 4 percent. The board of directors has also authorized an additional program to repurchase up to $100 billion of the Company's common stock.
-
@munster_gene
Gene Munster
on x
$AAPL First Take: Solid Quarter • iPhone revenue beat by 2%. • CNBC's Steve Kovach reports that Tim Cook stated there was “not significant pull-forward into March.” • That validates the iPhone outperformance as real demand—not timing-related.
-
@asymco
Horace Dediu
on x
Apple reported earnings per share (EPS) $1.64 on revenue of $95.4 billion. Wall Street was anticipating EPS of $1.62 and revenue of $94.2 billion. My estimates, alas, were too high ($1.75 and $97b).
-
@lanceulanoff
Lance Ulanoff
on x
Apple Q2 Revenues $95.4 billion, up 5 percent year over year. Not too shabby
-
@susanlitv
Susan Li
on x
Apple Earnings BEAT: REV +5% $95.4B EPS +8% $1.65 #iPhone beat $46.84B China rev $16B less than forecast $aapl #Apple
-
r/StockMarket
r
on reddit
Apple Earnings
-
@munster_gene
Gene Munster
on x
The only disappointment segment was wearables. Missed Street by 7%. Down 5% year over year. AirPods (4% of overall revenue) have become a replacement business.
-
@neilcybart
Neil Cybart
on x
Apple's wearables results continuing to drag. Upgrading dynamics making it difficult to report unit sales growth for Apple Watch and AirPods. Wearables not being upgraded as frequently as iPhones.
-
r/technology
r
on reddit
Apple CEO Tim Cook says tariffs to add $900M in costs in Q3, but future uncertain.
-
r/politics
r
on reddit
Apple shares fall as Cook says ‘very difficult’ to predict tariff costs beyond June - Apple is already sourcing about half of the iPhones for the U.S. from India …
-
r/wallstreetbets
r
on reddit
Apple revenue tops Wall Street expectations but Services division disappoints
-
@shankspeare
@shankspeare
on bluesky
I'll believe it when I see it. If the tariffs are removed they'll go right back to China.
-
@kimnoreen
Kim Noreen
on bluesky
Thanks to Biden.
-
@martijnrasser
Martijn Rasser
on bluesky
Apple said a majority of its devices shipped into the U.S. in the June quarter will originate in India and Vietnam, a move to allay investor concerns about how tariffs would crimp profit at the world's largest company. — www.wsj.com/tech/apple-a...
-
@stevekovach
Steve Kovach
on bluesky
More highlights: Cook says in current quarter over half of phones sold in U.S. come from India. Government subsidies in China helped improve the business there, though sales still down 2%. www.cnbc.com/2025/05/01/a...
-
@mingchikuo
@mingchikuo
on x
From the latest earnings call, Apple expects that the majority of iPhones sold in the U.S. in 2Q25 will have India as their country of origin. This trend aligns with my earlier prediction that India will exclusively manufacture and export iPhones to the U.S. market starting in 2…
-
@munster_gene
Gene Munster
on x
Services revenue grew 12%, essentially in line with Street expectations. That's down from 13.9% growth last quarter, but context matters: growth was 11.9% in Sep-24 and 11.3% in Dec-23. I don't see up 12% as a slowdown—it's a stable, low double-digit growth business with natural
-
@edludlow
Ed Ludlow
on x
Both Apple and Amazon added references to “trade” in the boiler plate of the financial guidance (Amazon) and forward looking statements (Apple) that wasn't in the prior quarters earnings release/statement
-
@neilcybart
Neil Cybart
on x
Apple Services gross margin reached a new all-time high: 75.7%. And that reflects some FX headwind. Remarkable.