Apple reports Q3 revenue up 10% YoY to $94.04B, vs. $89.53B est., its largest quarterly growth since December 2021, and China net sales up 4% YoY to $15.37B

Apple Apple reported third-quarter earnings on Thursday that topped Wall Street expectations for profit and revenue.

CNBC 2025-08-01 Kif Leswing

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@carnage4life Dare Obasanjo on bluesky
Big tech's monster earnings continue. Apple crushed revenue expectations with $94.04B vs. $89.53B expected. — iPhone sales led the charge, beating expectations by $4.3B, proving demand is strong. — Tariffs cost $800M, set to hit $1.1B next quarter but Apple isn't passing the…
@WarnerCrocker@mastodon.social Warner Crocker on mastodon
“Cook said that about 1% of the company's 10 percentage points of revenue growth could be attributed to customers buying more products to get ahead of potential tariffs.” — Apple reports biggest revenue growth since December 2021 — #Apple #tarriffs — https://www.cnbc.com/..…
@gregjoz Greg Joswiak on x
3 billion iPhones sold! Thank you to everyone who's made iPhone such an important part of their lives. I'm incredibly excited for what's ahead!
@ethereal_echo14 Hey on x
Cook admits $APPL only beat projections like it did because of consumers pulling purchases forward amid tariff worries. Otherwise they likely disappoint The fact it's up only 2% after hours even though it smashed earnings reflects this as smart investors know what's up #Apple
@jukanlosreve Jukan on x
What Apple's Earnings Don't Tell You [Samsung Securities IT, Semiconductor/Lee Jong-wook] 1. The Truth Behind the Revenue Surprise This quarter's earnings surprise is based on a revenue surprise. Although product revenue grew by 8.2%, the product Gross Profit Margin (GPM) decre…
@storch1990 @storch1990 on x
So $appl beat on weak dollar and everyone is celebrating lol.
@stocksavvyshay Shay Boloor on x
$AAPL CEO TIM COOK SAYS APPLE IS OPEN TO AI-FOCUSED ACQUISITIONS TO ACCELERATE ITS ROADMAP [image]
@yahoofinance @yahoofinance on x
$AAPL released its Q3 earnings, beating on the top and bottom lines on better-than-anticipated iPhone sales. [video]
@quartr_app @quartr_app on x
$AAPL Q3 2025 📱 Revenue +10% *iPhone +13% *Mac +15% *iPad -8% *Wearables, Home. -9% *Services +13% *Americas +9% *Europe +10% *Greater China +4% *Japan +13% *Rest of Asia Pacific +20% EBIT +11% *margin 30.0% (29.6) EPS +12% [image]
@finfluentialx @finfluentialx on x
$AAPL beat both revenue and EPS estimates in Q2. Total revenue grew 10%, fueled largely by a strong iPhone performance. iPhone sales surged to $44.6B vs. $40.0B est, growing +13.4% Services revenue hit a record $24.7B, climbing +13.2%, continuing its steady rise. China sales [ima…
@arya__deniz Arya Deniz on x
$AAPL price action this year reminds me of the 80s - written off, has been. I would argue otherwise. $AAPL is seasonally strong in August. The chart is interesting, consolidating around early April gap below 200-DMA. $AAPL vs. $QQQ oversold. Think $AAPL buys Anthropic this year […
@munster_gene Gene Munster on x
$AAPL first read: Tough crowd given the stock is only up 2% on blow-out numbers. I would have expected it to be up 5% on these results. Revenue was 10% y/y, Street at 4%. iPhone was up 13% y/y, Street at 2% Services was up 13%, Street at 11%. Guidance: We will get it on the ca…
@markgurman Mark Gurman on x
As I've been saying, there is no universe in which the Apple board replaces Tim Cook.
@neilcybart Neil Cybart on x
Apple's earnings are out. Results came in stronger than guidance. $94 billion of revenue (up 10%). Strongest quarterly growth in years. $1.57 EPS. Consensus way back at $1.43. I was at $1.47.
@markgurman Mark Gurman on x
Massive beat by Apple, with revenue coming in at $94 billion versus expectation of $89.3 billion.
r/StockMarket r on reddit
Apple reports biggest revenue growth since December 2021
r/wallstreetbets r on reddit
APPLE $AAPL JUST REPORTED EARNINGS. DOUBLE BEAT!
@neilcybart Neil Cybart on x
NOTABLE: Apple says the pull-forward of demand related to tariffs was likely 1 point of the 10 points of revenue growth. Implication is pull-forward of demand did not drive Apple's strong results.
@benbajarin Ben Bajarin on x
China still sounds healthy for Apple. Good commentary from Tim Cook. [image]
@neilcybart Neil Cybart on x
Apple incurred $800M of tariff related costs in 3Q25. Apple expects $1.1B of tariff related costs in 4Q25. (That's not as high as consensus was expecting.)
@edludlow Ed Ludlow on x
Tariff and pull-forward impact for Apple “1 point out of the 10 points” of growth. That pull forward was largely felt in April, Apple said, when tariff policy was more unclear. $AAPL
@munster_gene Gene Munster on x
Cook says vast majority of iPhones sold in the US are coming from India. Vast majority of Apple products going to rest of the world are coming from China. This is the same dynamic as was in the March quarter. $AAPL
r/technology r on reddit
Apple says Trump's tariffs are adding another $1 billion to its costs | The iPhone maker already spent $800 million on tariffs during the June quarter.
r/politics r on reddit
Apple says Trump's tariffs are adding another $1 billion to its costs
@quinnypig.com Corey Quinn on bluesky
They're going to need to do a bunch of hiring and acquisitions to maintain their lead in Not Shipping AI. [embedded post]
@munster_gene Gene Munster on x
Cook indirectly addresses Jony Ive going to OpenAI. Says the OpenAI screen-less device will be complementary not competitive to the iPhone (Sam Altman said something similar). I'm surprised Cook said anything on the topic. This tells me maybe Apple would be ok working with and…
@markgurman Mark Gurman on x
To be sure, Cook has said several times that Apple is unafraid of big deals and they've still never done one. While I do think that AI changes that, Apple's pace of M&A has only slowed down dramatically in recent years and his comments today aren't a new line of thinking.
@markgurman Mark Gurman on x
Apple has internally discussed both Perplexity and Mistral. Doesn't mean that's who they'll buy but they are seriously considering opening the checkbook. https://www.bloomberg.com/...
@susanlitv Susan Li on x
#APPLE CEO TIM COOK SAYS OPEN TO M&A TO ACCELERATE AI ROADMAP “NOT STUCK ON A CERTAIN SIZE OF COMPANY” Well that's something new $aapl
@munster_gene Gene Munster on x
Topic of Siri in the Q&A. Cook reminds investors we have to wait until early next year until when we will see anything in AI (aka the new Siri). The The bar for Siri next year just inched up given Cook added they are putting all of “their energy behind it” The deal investors hav…
@neilcybart Neil Cybart on x
Tim Cook: AI is one of the most profound technologies of our lifetime. As for what pieces of the chain will be commoditized, I'm not talking about that on this call because I don't want to give away our strategy.
@neilcybart Neil Cybart on x
Apple: Our capex will increase substantially (due to AI). First time Apple has ever said that.
@munster_gene Gene Munster on x
Final question on the call: Cook said Apple is “very open to M&A that accelerates the roadmap and isn't stuck on the size of the company.” My take: Perplexity. $AAPL
r/StockMarket r on reddit
Facing questions on AI strategy, Tim Cook says Apple is ‘very open’ to acquisitions
@gordonmoat Gordon Moat on bluesky
Basically, the buy ahead of tariff play, is going to heart Q4 iPhone sales. $AAPL is back to being a one product (iPhone) company. [embedded post]
@maxwinebach Max Weinbach on x
“Apple CEO Tim Cook said that Apple would “significantly grow” its AI investments, adding that the company is “open to M&A that accelerates our roadmap.""
r/Economics r on reddit
Apple crushes Wall Street expectations as iPhone sales soar
r/technology r on reddit
Apple crushes Wall Street expectations as iPhone sales soar
@benbajarin Ben Bajarin on x
Apple has sold 3 billion iPhones cumulatively. Pretty wild, since given the active installed base of iPhones (consensus), 40% of every iPhone Apple sold is still in use. Also, means average life of an iPhone is 5-6 years. Compared to 3-3.5 yrs for non- iPhones.
@benbajarin Ben Bajarin on x
Significant all time highs in ecosystem growth: “The iPhone active installed base grew to an all-time high in total and in every geographic segment. And we reached a June record for upgraders.” “The Mac installed base reached an all-time high we hit a June record for upgraders.…
@neilcybart Neil Cybart on x
*NEW DATA POINT* Apple has shipped 3 billion iPhones since launch.
@markgurman Mark Gurman on x
Apple should be very pleased with the folks who spread the lies that the iPhone will cost $3000 or $25,000 if made in the U.S. Clearly that helped a ton for the June quarter.
r/technology r on reddit
Tim Cook: Apple just sold its three-billionth iPhone
r/apple r on reddit
Tim Cook: Apple just sold its three-billionth iPhone
r/iphone r on reddit
Tim Cook: Apple just sold its three-billionth iPhone
@neilcybart Neil Cybart on x
Apple provides first disclosure regarding Apple TV+ viewership: Up “strong double digits” year over year. (Yes, there is an unofficial table for converting “strong” to an actual number range.)
@neilcybart Neil Cybart on x
Apple Services gross margin for 3Q25 was very strong at 75.6% 👀 My estimate was 74.7%.
@neilcybart Neil Cybart on x
Apple Services revenue was up 13% which is better than last quarter. It's still early, but it could suggest there has been no major shift away from IAP in the U.S. following the anti-steering injunction ruling. Again, will need to wait for call to know more.

Chronicles

Apple reports Q3 revenue up 10% YoY to $94.04B, vs. $89.53B est., its largest quarterly growth since December 2021, and China net sales up 4% YoY to $15.37B

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