Apple is set to announce its Q2 2025 financial results on Thursday, May 1, with analysts projecting modest growth despite challenges like U.S.-China tensions and AI rollout delays. The consensus estimates revenue at approximately $94.2 billion, a 3.8% year-over-year increase, and earnings per share at $1.62, up 6% from last year. Product revenue expectations are mixed. iPhone sales, comprising over 50% of revenue, are forecasted at $46-$48 billion, reflecting slight growth driven by iPhone 16 demand but tempered by market weakness in China. Mac revenue is projected at $7.5-$8 billion, flat to slightly up, supported by M4 MacBook Air updates. iPad sales are expected to rebound to $6.5-$7 billion, bolstered by new iPad Air and Pro models. Services, a key growth driver, are anticipated to reach $24.5-$25 billion, up 12%-14%, fueled by subscriptions and Apple Intelligence features. Wearables, including Apple Watch and AirPods, are estimated at $8-$8.5 billion, down slightly due to softer demand. Analysts remain cautiously optimistic, eyeing Services and the Apple Intelligence rollout as long-term catalysts despite tariff, supply chain, and software/AI execution concerns. MacDailyNews Note: As always, we’ll have Apple’s results for you as soon as they are available, right around 1:30pm PDT / 4:30pm EDT and follow closely thereafter with live notes from Apple’s conference call with analysts starting at 2:00pm PDT / 5:00pm EDT. Just check our homepage at those times for both. Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post What analysts expect from Apple’s Q2 2025 earnings report appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription.
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Thursday, May 1, 2025
What analysts expect from Apple’s Q2 2025 earnings report
Apple must pay Optis $502 million in UK patent dispute, court rules
London’s Court of Appeal ruled Thursday that Apple must pay $502 million to a U.S. patent holder for using 4G patents in iPhones and iPads, marking the latest development in an ongoing legal dispute. Reuters:
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Judge refers Apple to federal prosecutors for criminal contempt investigation, rules company violated App Store re…
Apple breached a U.S. court order mandating increased competition for app downloads and payment methods in its App Store, a California federal judge ruled Wednesday, referring the case to federal prosecutors. In an 80-page decision, U.S. District Judge Yvonne Gonzalez Rogers in Oakland found Apple non-compliant with her earlier injunction from an antitrust lawsuit filed by Epic Games, creator of “Fortnite.”
Advertising is a valuable service for which Apple has every right to charge, regardless of whatever the blank-eyed Gonzalez Rogers, bless her heart, expected. Apple should appeal this rolling travesty all the way to the Supreme Court, if need be. Rodgers says that Apple will no longer be allowed to prohibit developers from providing links or other communications that direct users away from Apple in-app purchasing. You know, because Best Buy and Target are forced by a judge’s injunction to place signs next to each product that advertise lower prices for the same items at Walmart. Oh, wait, they aren’t forced to do that by some ditzy judge. Because it’s ludicrous, illogical, and just plan wrong. Apple should appeal Roger’s injunction and/or if developers like Epic Games want to advertise lower prices using Apple’s App Store, Apple should simply charge an in-store advertising fee. We suggest it be 15% for developers making under $1 million per year and 30% for those making $1 million or more annually. – MacDailyNews, September 10, 2021 Support MacDailyNews at no extra cost to you by using this link to shop at Amazon. The post Judge refers Apple to federal prosecutors for criminal contempt investigation, rules company violated App Store reform order appeared first on MacDailyNews. You're currently a free subscriber to MacDailyNews. For the full experience, upgrade your subscription.
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Apple Watch Ultra 4 rumors: sensors, silicon, and a quieter redesign
Apple’s fall event is set for September 9th, and the Apple Watch Ultra 4 is widely expected to share the stage with the Series 12, the iP...
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Apple TV+ has signed a new multi-year, first-look feature film deal with The North Road Company’s Chernin Entertainment, the flagship… ͏ ...
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Apple, aiming push more urgently into the smart home market, is said to be nearing the launch of a new product category: a wall-mounted disp...
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