The stock acting like it wants to come off these lows in overtime was down as much as 3% now you know maybe about one and a half. How big a deal is that projection that confidence. It sounds like we're hearing from Tim Cook about the holiday quarter in the iPhone.>> This stock's going to be green. I mean ultimately if you look at that guidance what you're seeing in China remember this there was only one week of iPhone 17 the quarter. Everyone's focused on December and that that's very robust in terms of wha ...

So you take a look at IDC numbers. This was a record breaking quarter for Apple in terms of shipments. But then you take a look at revenue for the iPhone nebula coming in at $49 billion.That is just shy of estimates. And I wonder how one record didn't translate into another. Well, you know, that's a really good question, I think, because obviously there's a lot of, you know, different pieces.Definitely the iPhone makes a huge part of Apple's total revenue, Right. Majority of 50% share. But if you just focus ...

Group 1: Apple Q4 Earnings Overview - Apple's Q4 EPS was $1.85, exceeding the Street's estimate of $1.77 [1] - Q4 revenue reached $102.47 billion, slightly above the Street's expectation of $102.19 billion [1] - Greater China revenue was $14.49 billion, below the Street's estimate of $16.43 billion [1] Group 2: Revenue Breakdown - iPhone revenue was $49.03 billion, up 6% year-over-year, but below the consensus of $49.33 billion [2][16] - Mac revenue was $8.73 billion, surpassing the Street's estimate of $8.55 billion [2] - Wearables, home, and accessories revenue reached $9.01 billion, exceeding expectations of around $8.6 billion [2] - Services revenue was $28.75 billion, beating the Street's estimate of $28.18 billion [2][17] Group 3: Analyst Insights - Analysts noted that while the top and bottom lines were acceptable, iPhone sales and China revenue were disappointing [4] - Services growth exceeded expectations, with a projected growth rate of 12-13% going into 2026 [5][19] - The September quarter is typically supply-driven, and the December quarter's commentary will be more critical for future performance [7][10] Group 4: Future Expectations - There is a focus on the upcoming holiday quarter and the performance of the base model iPhone in China [9][10] - Analysts are looking for positive commentary from Tim Cook regarding Apple's AI strategy and its rollout plans for 2026 [14][15] - The company is expected to maintain a consistent growth rate in services, despite earlier concerns about sustainability [19][20]

Steve Kovac, what do the Apple numbers look like. >> Yeah, John, we got beats on the top and bottom lines here. Let me go through.There's a lot to unpack here as we see the stock down about 3% on first blush. EPS was a beat 185 compared to $1.77% expected. Revenue, a small beat here, 102.47% billion.Street wanted to see 102.24%. Now, iPhone revenues, it was a miss. That might be why we're seeing some negative reaction here, but sales were still up 6% year-on-year.They came in at 49.03% billion. Street was l ...

The company's revenue rose to above $100 billion in the quarter for the first time and profit soared 86 percent. ...

Core Insights - The company's recent sales numbers, particularly for iPhones, are below expectations, which may impact stock valuation and future performance [1][2] - Despite a strong stock performance, the market has priced in expectations for a significant upgrade cycle, which may not materialize as anticipated [2] - The company continues to trade at the highest earnings multiple among its peers, despite having the slowest growth rate, indicating strong brand loyalty but also potential challenges ahead [3] Sales and Revenue - Recent iPhone sales figures were lower than expected, with projections closer to 50 million units not being met [1] - The stock's recent rise was based on expectations of a robust upgrade cycle, which now appears uncertain for the upcoming quarter [2] Ecosystem and Growth Potential - The company's ecosystem is described as "sticky and powerful," with potential for leveraging this to drive additional growth [4][5] - Future growth may depend on the introduction of new product forms, such as glasses or goggles, which are not expected to be available in the near term [6] - The company is taking a deliberate approach to product introductions, focusing on getting it right rather than being first to market [5][6]

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Core Insights - Apple Inc. reported a significant revenue decline in China, which was sharper than anticipated, highlighting the company's challenges in sustaining growth in a previously strong market [1] Group 1: Financial Performance - The quarterly results of Apple Inc. were negatively impacted by the revenue slump in China, indicating a struggle to maintain market momentum [1]

Core Insights - Apple reported earnings of $1.85 per share and revenue of $102.5 billion for its fiscal fourth quarter, slightly exceeding Wall Street estimates of $1.77 earnings and $102.25 billion revenue [1] - The company’s market value recently surpassed $4 trillion, driven by strong iPhone sales, which account for approximately half of its total revenue [2] - Demand for the newly released iPhone 17 and 17 Pro has been particularly robust in China, marking a shift in recent trends amid ongoing U.S.-China trade tensions [3] Financial Performance - Earnings per share reached $1.85, surpassing analyst expectations [1] - Revenue totaled $102.5 billion, slightly above the forecasted $102.25 billion [1] Market Position - Apple’s market capitalization exceeded $4 trillion for the first time, indicating strong investor confidence [2] - The iPhone remains a critical revenue driver, contributing around 50% to the company’s overall revenue [2] Product Demand - The iPhone 17 and 17 Pro have seen strong demand in China, reversing previous trends [3] - The recent agreement to lower tariffs between the U.S. and China may positively impact sales [3] Strategic Focus - Questions are anticipated regarding Apple’s artificial intelligence (AI) strategy, as the company has not been as vocal as its peers in Big Tech about its AI plans [4] - Recent developments in the entertainment sector include the acquisition of Formula 1 rights and the rebranding of Apple TV+ to Apple TV, which are expected to be addressed in future discussions [5]

Core Insights - Apple is set to report its fiscal fourth quarter earnings, which includes initial sales data for the new iPhone 17 models [1] - Analysts indicate improved demand for iPhone 17, particularly for entry-level and Pro models, with expectations for sales growth in fiscal 2025 [2] Financial Performance - In the June quarter, Apple reported a 10% year-over-year revenue growth, while analysts expect a 7.7% sales growth for the September quarter [6] - Analysts project Apple to guide for $132.31 billion in December quarter sales and earnings of $2.53 per share, compared to an EPS of $1.77 and revenue of $102.24 billion in the previous quarter [6] Tariff Impact and Capital Expenditure - Apple has faced negative impacts from tariffs, with potential costs of $1.1 billion, and investors are keen to see if actual costs were below forecasts [3][4] - There is a call for Apple to increase capital expenditure and AI investments, as it has not participated significantly in the data center and AI chip investment boom [4] AI and Technology Investments - Apple has indicated a significant increase in investments in technology, which is expected to reflect in capital expenditures, with insights on AI strategy anticipated from CEO Tim Cook [5] - The company is also shipping AI servers from a factory in Houston, indicating a move towards enhancing its AI capabilities [3] Sports and Media Strategy - Apple has secured a five-year deal with Formula 1 to broadcast races in the U.S. on Apple TV, which is part of its broader sports and media strategy [5]