Apple(US:AAPL) 3 6 Ke·2025-10-31 11:03Core Insights - Apple reported strong financial results for Q4 FY2025, driven by robust demand for the iPhone 17 series, with revenue and net profit exceeding Wall Street expectations [3][4] - The company achieved a record total revenue of $416 billion for FY2025, with significant growth in both emerging and developed markets [4] - Adjusted EPS grew by 13% year-over-year, despite a one-time tax payment of $10.2 billion impacting net profit [3][4] Financial Performance - Q4 FY2025 net revenue reached $102.46 billion, an 8% increase from $94.93 billion in the same period last year [3] - Net profit for the quarter was $27.47 billion, up 86% from $14.74 billion year-over-year [3] - The diluted earnings per share (EPS) was $1.85, a 91% increase from $0.97 in the previous year [3] Product Performance - iPhone revenue for Q4 was $49 billion, marking a 6% year-over-year increase despite supply constraints for some models [5] - Mac revenue reached $8.7 billion, a 13% increase, driven by strong sales of the MacBook Air [7] - iPad revenue was $7 billion, supported by the recent launch of iPadOS 26 and the new M5 iPad Pro [7] - Wearables, home, and accessories generated $9 billion in revenue, with positive reception for the latest Apple Watch and AirPods Pro 3 [7] Services and Market Expansion - Services revenue hit $28.8 billion, a 15% year-over-year increase, achieving a record high [7][13] - The company noted strong performance across all geographic regions in its services sector, with double-digit growth in both developed and emerging markets [7] - Apple is expanding its retail presence, opening new stores in emerging markets like India and the UAE, while also enhancing its network in the US and China [9] Future Outlook - The company anticipates Q1 FY2026 will be its best revenue quarter in history, with expectations for record iPhone revenue [4][6] - Apple is increasing its investment in artificial intelligence, integrating more AI features into its products and services [6][10] - The company plans to invest $600 billion in the US over the next four years, focusing on advanced manufacturing and AI [9]