Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B

Apple reported fiscal-fourth quarter earnings on Thursday that beat analyst expectations, and provided a strong forecast for the company's December quarter.

CNBC 2025-10-31 Kif Leswing

Discussion

@kobeissiletter @kobeissiletter on x
This is insane: 4:30 PM ET, Apple, $AAPL, reported stronger than expected earnings and a cash pile of over $132 BILLION. 4:31 PM ET: Apple stock falls -5% despite beating earnings. 4:45 PM ET: Apple stock rises +8% from its low, adding +$320 BILLION in market cap, turns green. [i…
@thetranscript_ @thetranscript_ on x
$AAPL CEO on China: “I was just there. It's incredibly vibrant and dynamic. Store traffic is up significantly Y/Y. The iPhone 17 family has been very well received there & we do believe that we'll return to growth in Q1, largely based on the reception of the iPhone” [image]
@appleinsider @appleinsider on x
Apple CEO Tim Cook says the long awaited Apple Intelligence boosted Siri will arrive on time in 2026, suggesting that Apple's delayed AI ambitions are back on track. By @Amber_M_Neely https://appleinsider.com/...
@munster_gene Gene Munster on x
Cook says making good progress on new Siri and says will release “next year”. The expectation is end of March. They have to get it out by WWDC early in June. My guess is it's released on the day they report the March quarter, which will be late in April. $AAPL
@munster_gene Gene Munster on x
To put the iPhone results and guide into perspective: Heading into the report, the whisper number called for 10% iPhone growth in September. If Apple had met that whisper number and guided in line with Street expectations for December, total iPhone revenue over the two quarters
@ft @ft on x
Just in: The company's chief financial officer said Apple expects total company revenue to grow 10 to 12% year over year in the three months to December, with iPhone revenue growing double digits. https://www.ft.com/... [image]
@jimcramer Jim Cramer on x
Apple, own it, DON'T trade it!!!
@munster_gene Gene Munster on x
$AAPL is going higher (currently down 2%) The iPhone miss for September doesn't matter because the December guide was stronger than expected and more than made up the miss. September iPhone grew 6% yy, vs. Whisper of 10%. December guided to “double digit growth” which is
@susanlitv Susan Li on x
#Apple Reports RECORD September Quarter for #iPhone 📲 Profit $1.85/Share Revenue Beat $102.5B Apple CEO Tim Cook just telling me that the Holiday Shopping Quarter will be the “BEST EVER” in the company's history😵 BEST EVER FOR THE iPHONE📱 Total Revenue to “grow by 10% to
@craiggrannell Craig Grannell on bluesky
Brutal comparison of Apple value shifts by @snell.zone at the end of his piece on Apple's latest results sixcolors.com/post/2025/10...
@marcoarment@mastodon.social Marco Arment on mastodon
The “Apple's Values” section at the end is striking. (@jsnell) — https://sixcolors.com/... If you think Cook will say whatever he needs to say to please the current administration, but doesn't really believe it himself...
@lapcatsoftware@mastodon.social Jeff Johnson on mastodon
The end of this post has a very, uh, interesting comparison of how Apple's “values” have changed in the last 3 years. https://zeppelin.flights/...
r/wallstreetbets r on reddit
Apple sees big December quarter driven by strong iPhone 17 demand
@jimcramer Jim Cramer on x
The Apple bears owe us an explanation for what they have been pushing about lead times, and store demand, and approximation, They were almost all wrong.
@anshelsag Anshel Sag on x
The iPhone air is suffering from a marketing problem. They need to get it in the hands of celebrities and fashion influencers. It's the most misunderstood Apple product since the Vision Pro. It's ultra sleek and premium, but stuck between a very good iPhone 17 and Pro. It needs
@maxwinebach Max Weinbach on x
Apple has had a killer quarter and gross margin increased YoY, which is a bit of a surprise. Most investors I saw expected a hit in gross margin due to tariffs + competitive iPhone pricing. [image]
@munster_gene Gene Munster on x
$AAPL hits record number of active devices. We did not get a number. My take: Good news and as expected.
@rihardjarc Rihard Jarc on x
$AAPL growing 8% and trading at a 40x P/E will never feel normal to me. I guess I am the outlier.
@chriscamillo Chris Camillo on x
OGs waking up $AMZN $AAPL
@lanceulanoff Lance Ulanoff on x
The press release for Q4 Apple Earnings is one of the shortest I've ever seen for the company https://www.apple.com/...
@maxwinebach Max Weinbach on x
Listening to Apple earnings and Tim Cook just said “We also set a September quarter revenue record in emerging markets and an all time revenue record in India.” and “We set an all time revenue record for iPhone and in services.”
@munster_gene Gene Munster on x
$AAPL is going higher. The iPhone miss for September doesn't matter because the December guide was stronger than expected and more than made up the miss. September iPhone grew 6% yy, vs. Whisper of 10%. December guided to “double digit growth” which is above the in print and
@Cdespinosa@mastodon.social Chris Espinosa on mastodon
Apple today announced financial results for its fiscal 2025 fourth quarter ended September 27, 2025. The Company posted quarterly revenue of $102.5 billion, up 8 percent year over year. Diluted earnings per share was $1.85, up 13 percent year over year on an adjusted basis — …
r/apple r on reddit
Apple reports fourth quarter results
@lanceulanoff Lance Ulanoff on x
The Services piece of the Apple revenue pie just keeps on growing. The size of it is astonishing. [image]
@inafried Ina Fried on x
Services business strength helps offset tariff pressure on margins and iPhone sales that slightly trailed some estimates. https://www.axios.com/...
@thewrap @thewrap on x
Apple Sales Up 8% Driven By Growth in Services Like Apple TV https://www.thewrap.com/...

Chronicles

Apple reports Q4 revenue up 8% YoY to $102.47B, vs. $102.24B est., net income up 86% to $27.5B, and FY 2025 revenue up 6% to $416.16B

Related Coverage

Discussion