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Apple's Q4 Earnings Beat, $1 Billion Google AI Deal Fuel Surge In Growth Rankings
AppleApple(US:AAPL) Benzingaยท2025-11-06 12:51

Core Insights - Apple Inc. is experiencing significant growth, reflected in its improved growth ranking from 29.66 to 95.74, indicating a change of 66.08 points and positioning it among the top gainers across sectors [2] Financial Performance - In the fiscal fourth quarter, Apple reported revenue of $102.47 billion, surpassing Wall Street estimates, with earnings per share (EPS) of $1.85. Year-over-year revenue increased by 8%, and EPS surged by 13%, driven by record sales in both iPhones and Services [3] - Regional sales were led by the Americas at $44.19 billion, followed by Europe at $28.7 billion and Greater China at $14.49 billion [4] Strategic Developments - Apple secured a $1 billion deal with Google for the upgrade of Siri using Google's Gemini AI, which analysts have labeled as the "deal of the year." Additionally, Apple continues to earn $20 billion annually from Google for search placement [4][5] Market Position and Valuation - Apple maintains a strong momentum at the 78.73rd percentile and operational quality at the 83.09th percentile, although its value metric is low at 4.26, indicating investor concerns over high valuations relative to fundamentals [6] - The company's stock has shown a positive price trend across various time frames, supporting a favorable near-term outlook, with a year-to-date gain of 10.78% and a 21.29% increase over the year [7]