Apple’s forecast revenue for the current quarter ending September in September, above Wall Street’s estimates on Thursday, CEO Tim Cook is sending shares that the US tariffs will add $ 1.1 billion at a cost of $ 1.1 billion in a period of tariffs.
As the focal point of US President Donald Trump’s trade war, Apple spent $ 800 million in the June quarter and motivated some customers to buy iPhones in late spring this year. According to LSEG, those purchases defeated Apple’s fiscal third quarter sales in at least four years with expectations.
According to LSEG data, the company has still estimated development, however, Chief Financial Officer Kevan Parekh said that the company expects revenue growth for the current quarter for the current quarter, which would exceed $ 98.04 billion with an increase of 3.27 percent.
According to LSEG data, Apple reported $ 94.04 billion for its fiscal third quarter ending June 28 for its financial third quarter ending June 28, which was about 10 percent a year ago. Its income per share of $ 1.57 tops the expectations for $ 1.43 per share.
Apple had 3 percent up in post -OPLE shares, Apple increased the profit after providing its forecast.
The sale of iPhones, Cupertino, the best -selling product for the company based in California, defeated the expectations of an analyst of $ 40.22 billion, up to $ 13.5 percent to $ 44.58 billion.
Apple is transferring the production of products bound to the US, sourcing other products such as iPhones sourcing and MAC and Apple watches from Vietnam from India.
The final tariff rate may face many apple products, and many of its products are currently exempted. Sales in its US section, including the US and can withstand tariff effects, increased by 9.3 percent to $ 41.2 billion.
In Greater China, where Apple has faced a long delay in approval to introduce AI features on its equipment, sales were a year ago and more than $ 15.12 billion expectations were sales of $ 15.37 billion, according to a survey of five analysts of the data firm visible alpha.
This profit was a change in the March quarter with a year-on-year decline in China’s sales.
In a conference call with analysts, Cook stated that some of them were to help revive the smartphone market due to a subsidy program in China, which promoted some of Apple’s products.
Cook told analysts, “This was the first full quarter of subsidy.”
Initial purchase
In an interview with Reuters, Cook said the company set seasonal records for upgrading iPhone, Mac and Apple watches. He said Apple estimated that 1 percent of 9.6 percent of the sales growth in the quarter was responsible for customers making ahead of the potential tariff.
Cook told Reuters, “We saw evidence in the early part of the quarter, especially, in front of some bridges related to tariff announcements,” he told the Reuters, although he also said that the active user base for iPhones also hit a record high in all geography.
The US is still interacting with both China and India, Trump said that India could face 25 percent tariffs in early Friday. However, analysts said that India may still maintain cost profit for Apple in the long run.
“The demand due to the tariff was expected to see the uncertainty around the pricing to some extent. However, it is important to keep it in context as it is usually a slow quarter for Apple, yet he gave extraordinary results with iPhone development,” said Jacob Born, an analyst of Emarketer.
Tariffs are only one of the challenges of Apple. The company faces competition from rivals such as Samsung Electronics cums in a difficult market for premium-cost mobile phones. On the software front, the Apple faces challenges from the alphabet, which is quickly weaving AI features in its competitive Android operating system.
While AI leaders Microsoft and Nvidia have seen their stock market values high records, Apple’s shares have fallen 17 percent in 2025, investors are concerned about the impact of tariffs, and they see what slow progressing AI features in their products.
Apple delayed releasing a-rich version of its virtual assistant, Siri, but Cook said the company “is making good progress on a personal Siri.” He also said that Apple, which has not yet engaged in the large -scale capital expenditure of its large technical rivals to pursue AI, is “growing significantly” in artificial intelligence.
“Apple has always been about taking the most advanced techniques and making them easier to use and make them accessible to all, and it is in the heart of our AI strategy,” Cook said.
Apple faces regulatory decisions in Europe that threatens to reduce its attractive app store business. Apple stated that sales from their services business, including the app store, included music and cloud storage, $ 27.42 billion, topping in expectations of analyzer of $ 26.8 billion.
Wearbals such as airpods and apple clocks were sales of $ 7.4 billion, which is an estimated estimation of $ 7.82 billion. The MAC sales of $ 8.05 billion defeated expectations of $ 7.26 billion, while iPads sold $ 6.58 billion, remembering $ 7.24 billion expectations.
According to LSEG estimates, Apple said that the fiscal third quarter was the gross margin of 46.5 percent, defeating the expectations of the analyst by 45.9 percent. According to LSEG data, the company has estimated gross margin from 46 percent to 46 percent to 47 percent of the current quarter.
© Thomson Reuters 2025
