General Director of Apple Tim Cook
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EVEN THE SAGA Started AFTER The Fiscal Quarter Ended, Apple ' S Q2; S Q2 Financial Results Are Going to BE is deeply different due to Trump's tariffs. Investor at 5 o’clock in the evening.
, given the turbulent April Apple, which stood thanks to the introduction of tariffs against China and the rest of the world by President Donald Trump, Cook and Pare, there will probably be much more questions about the supply chain than usual.
the last quarter: Q1 2025 details
Apple results compared with Apple compared to high figures for the annual year. 119.58 billion dollars. USA in the year.
in a single basis the iPhone was relatively flat in the annual calculus at the level of 69.1 billion dollars. The United States per quarter, the iPad grew from $ 7.02 billion. USA to 8.088 billion dollars. USA, and the MAC grew from $ 7.78 billion. The United States up to 8.99 billion dollars. Wearable devices, a house and accessories saw a small fall of $ 11.95 billion. USA to 11.747 billion dollars. USA.
Apple Quarterly revenue and gross margin as of the quarter of 2025
the services continued their growth series, from $ 23.12 billion. The United States in Q1 2024 to 26.34 billion in Q1 2025. There were many previous launches in the quarter, including the IPhone 16, USB-C on Airpods Max, Apple Watch Series 10 and Black Apple Watch Ultra.
The Board of Directors of Apple declared cash dividends in the amount of $ 0.25 per share of ordinary shares. Revenues to the action were transferred to $ 2.41.
on a regional basis, which is quite appropriate this time, the revenues of the Big China saw from $ 20.513 billion $ 20.8 billion.
Annual quarter: Q2 2024
Usually For the results of the current quarter, the results of Q2 2024 were a small fall for the company. The total income of 90.75 billion dollars. The United States decreased compared to the previous Q2 number 2023 in $ 94.8 billion. USA.
Even in this case there were quite a few positive points. To begin with, Apple Beat Wall Street, with its consensus of Apple's income somewhere between $ 82.32 billion. USA to 86.15 billion dollars. USA.
EP Apple in the amount of $ 1.53 has grown in annual calculus from $ 1.52, and the Wall Street forecast surpassed in the amount of $ 1.50.
Apple Quarterly Unit income, as of the first quarter of 2025
in this quarter there was relatively little launch of the product, including the production of Apple Vision Pro, as well as M3 Silicon Muldates for MacBook Air Drain.
IPhone income amounted to $ 45.96 billion, up to $ 51.3 billion. Mac was even, from $ 7.45 billion a year to $ 7.2 billion.
there was a fall for the iPad from $ 6.7 billion to $ 5.56 billion, while wearable devices, house and accessories moved down from $ 8.76 billion to $ 7.9 billion. Services retained their tendency to increase, moving from $ 20.9 billion. USA in the second quarter of 2023 to 23.9 billion dollars. USA in the second quarter of 2024.
What happened in Q2 2025
Q2 2025
q2 2025
q2 2025
, although it will not have the same effect as in the mass results of Q1, from the end of 2024 there will still be long-term effects of launching products, including Generation iPhone 16, the new iPad mini and launching the Mac Mac.
they will have a significant impact on income in Q2 results.
post-card Trump tariffs
The state of hot, but throughout the output that will be raised during the analysis of the conference conference, and that Apple will probably advise what is the state of Tariffs. After the quarter was completed, the Trump administration decided to release “mutual tariffs” against every country in the world.
, given the unstable nature of the situation, almost certainly that the tariffs and what Apple can do to mitigate their influence on the supply chain as a whole will dominate the analyst in the blank.
tariffs were announced very early in the second quarter of Apple, but were not implemented until April after the quarter was over. Tariffs will not affect the results of the quarter itself, but almost certainly will play the factor in the third quarter and future discussions.
The tariff struggle included the growth period of a sieve Tata, and Trump set a high level for China, and then China, fighting its own imports from the United States, after which Trump.
The matter seriously affected the price of Apple shares, and investors are concerned about the potential increase in Apple prices in the United States caused by tariffs.
ultimately Apple and other technological companies received some respite in the form of an exception. This, however, is temporarily until new “semiconductor tariffs” appear in the future.
In the meantime, China was fed up with the fact that it raised its tariff against goods in the United States, and went along another route. Instead, he stopped the export of rare -earth minerals and magnets, which can affect supply chains around the world.
Although investors can worry about future prices for the iPhone, this will probably not affect sales much. An analytical study determined that the intention to update over the next 12 months is at a record high level.
However, this survey occurred in March before the tariffs hit the world. The opinion of consumers could have changed a lot since then.
Consensus Wall Street
Consensus Wall Street refers to an review of analysts. The results are averaged to give a general opinion where investors and analysts are inclined in their quarterly forecasts for Apple.
yahoo finance
in assessments published by Yahoo Finance as of April 21, 27 analysts proposed an average rating 93.97 billion dollars. The calculated range reaches the maximum of $ 95.9 billion to a minimum of $ 89.4 billion. USA.
For arrival for a promotion, a group of 27 predicts an average of $ 1.61, with a maximum of $ 1.66 and a minimum of $ 1.47.
Tipranks
On April 21, Tipranks proposed its own consensus numbers. The revenue forecast is $ 93.94 billion, and in the range from $ 89.4 billion. USA to 95.9 billion dollars. USA. It is expected that the profit per share will be $ 1.61, from $ 1.47 to $ 1.67.
expectations of analysts
as the results of Apple are approaching the release, analysts suggest that, in their opinion, will be included in the released issued released drawings, and where will the future of Apple lead for the coming year.
Morgan Stanley
The last large step Morgan Stanley on Apple was a reduction in the price target from 275 to $ 25, before the tariff problems began. Analysts argued that the ongoing delay in Siri improvements will lead to the fact that the iphone update speed.
At that time, analysts reduced the prognosis of the shipment of the company by a year by a year to 230 million units, equating fixed supplies in annual calculus, but in 2026 increased to 243 million.
April 22, he confirmed his “overweight” and the target price of $ 200.
wedbush
On April 13, Wedbush reduced its estimates for the action for Apple, from $ 7.44 per year to $ 7. The consensus evaluation of Wedbush puts Apple at $ 7.28 for income for the whole year
Wedbush has an Overperform rating for Apple with a target price of $ 250.
Goldman Sachs
March 6 Goldman Sachs confirmed its Buy rating for Apple with a target price of $ 294.
The solution followed the updates to Apple Mach Mac, which, according to Goldman Sachs analysts, will help Apple to achieve the goal of income growth. This growth is not large -scale, with a low and average unambiguous movement expected by about 6%, and the estimated revenue is $ 95.9 billion.
Evercore
April 15 Evercore believed that Apple was ready for growth in the quarter, but said that the main attention was paid to the 3rd quarter and how Apple tariffs. This included the use of aircraft and its logistics skill to import products into the United States.
in general, Evercore retained its “Outperform” rating for shares with a target price of $ 250.
ubs
April 14, the UBS note for Apple has a strong financial indicator. He had a reliable position with $ 137.53 in EBITDA and 46.5% of the gross margin of profit, which served as a kind of buffer against regulation issues, such as tariffs.
He supported the “neutral” rating for Apple, with a target price of $ 236.
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