Apple(US:AAPL) Mei Ri Jing Ji Xin Wen·2025-08-03 12:56Core Insights - Apple's Q3 2025 revenue reached $94.04 billion, a 10% year-over-year increase, exceeding market expectations of $89.53 billion, with a net profit of $24.43 billion [1] - The growth was attributed to double-digit increases in iPhone, Mac, and services segments [1] - Revenue from Greater China rebounded with a 4% year-over-year increase to $15.37 billion, marking the first growth since Q4 2023 [1][5] Revenue Breakdown - iPhone revenue was $44.58 billion, up 13% year-over-year, surpassing market expectations of $40.22 billion [3] - Mac revenue reached $8.05 billion, a 15% increase, while iPad revenue declined by 8% to $6.58 billion [4] - Wearables and other hardware revenue was $7.4 billion, down 8.6%, while services revenue grew by 13% to $27.42 billion, maintaining a high gross margin of 75.6% [4] Regional Performance - Revenue growth was recorded across all major markets, with notable performance in Greater China, which saw a 4% increase [5] - The Americas achieved $41.198 billion in revenue, up 9.7%, while Europe also grew by 9.7% to $24.014 billion [5] - Japan's revenue increased by 13.4% to $5.782 billion, and other Asia-Pacific regions saw a 20.1% rise to $7.673 billion [5] Challenges and Future Outlook - Despite revenue growth, Apple's stock has declined approximately 15% in 2025, underperforming compared to peers like Nvidia and Microsoft [6] - The company faces challenges in AI development, particularly with Siri, and is increasing investments in personalized AI features expected to launch in 2026 [1][6] - Apple incurred about $800 million in tariff costs in Q2 2025, with an estimated increase of $1.1 billion in the following quarter if current rates remain unchanged [6] - The company plans to invest $500 billion in the U.S. over the next four years in advanced manufacturing, silicon engineering, and AI [6]