Apple(US:AAPL) Guan Cha Zhe Wang·2025-10-31 14:22Core Insights - Apple's Q4 FY2025 revenue reached $102.466 billion, a record for the period, up 8% from $94.930 billion year-over-year [1] - Net profit surged 86% to $27.466 billion, with diluted earnings per share increasing 91% to $1.85 [1] - Following the earnings report, Apple's stock rose 2.35%, adding over $90 billion to its market capitalization [1] Revenue Breakdown - iPhone revenue grew 6.1% year-over-year to $49 billion, contributing nearly half of total revenue, although it fell short of analyst expectations of $50.1 billion [1][2] - Services revenue, including iCloud and Apple Music, increased 15% to $28 billion, exceeding analyst expectations of $28.2 billion [4] - Mac revenue rose 13% to $8.73 billion, surpassing the average analyst forecast of $8.6 billion [5] - iPad revenue remained stable at $6.95 billion, showing no significant change from the previous year [5] - Wearables, home, and accessories revenue slightly declined by less than 1% to $9.01 billion [6] Regional Performance - Revenue from Greater China fell 3.6% to $14.493 billion, marking the only regional decline, while other regions saw growth [6] - CEO Tim Cook attributed the decline in China to supply chain constraints and expressed optimism about the upcoming sales of the iPhone 17 series [6] - Recent data indicated that Apple's smartphone shipments in China ranked third, with 10.1 million units sold, reflecting a 2-position improvement year-over-year [7]