Apple (AAPL) Q3 2025 Earnings Call July 31, 2025 05:00 PM ET Speaker0Good afternoon, and welcome to the Apple q fiscal year twenty twenty five earnings conference call. My name is Suhasini Chandramali, Director of Investor Relations. Today's call is being recorded. Speaking first today is Apple's CEO, Tim Cook, and he'll be followed by CFO, Kevin Parekh. After that, we'll open the call to questions from analysts.Please note that some of the information you'll hear during our discussion today will consist of ...

In a quarter marred by tariff talk, iPhone sales were stronger than expected, and the company returned to growth in China. Here's our initial take on Apple's (AAPL -0.68%) fiscal 2025 third-quarter financial report. Key Metrics | Metric | Q3 FY24 | Q3 FY25 | Change | vs. Expectations | | --- | --- | --- | --- | --- | | Revenue | $85.8 billion | $94.0 billion | 10% | Beat | | Earnings per share | $1.40 | $1.57 | 12% | Beat | | iPhone revenue | $39.3 billion | $44.6 billion | 13% | Beat | | Services revenue | ...

Core Insights - Apple has sold three billion iPhones since its launch in 2007, with the billionth unit sold in 2016, indicating a consistent growth in popularity over the years [1][2] - Despite strong iPhone sales, Apple has faced challenges in the stock market, falling behind competitors like Nvidia and Microsoft in market valuation [2] - iPhone sales increased by 13% year-over-year, generating $44.6 billion in revenue, which constitutes nearly half of Apple's total revenue of $94 billion for the quarter [3] Sales Performance - The increase in iPhone sales is notable, with a significant revenue contribution to the overall financial performance of the company [3] - The sales surge may be influenced by market fears regarding potential tariff impacts on pricing, which could have driven consumers to purchase iPhones sooner [4]

金十数据8月1日讯，苹果(AAPL.O)CEO库克：6月当季，公司因关税问题承担了约8亿美元的成本。预 计在9月当季，关税的影响将使成本增加约11亿美元。 苹果公司两个季度关税成本约为19亿美元 ...

Core Insights - Apple is intensifying its focus on artificial intelligence (AI) as a critical technology for the future, with plans to integrate AI across its devices and platforms while significantly increasing investments in this area [2][4] - The company is open to mergers and acquisitions (M&A) to expedite its AI initiatives, having already acquired seven companies in the current year, although none were substantial in financial terms [3][4] - Apple has faced criticism for lagging in the AI sector, particularly regarding the delayed launch of AI features, including an upgraded version of Siri, which is now expected in 2026 [4][5] Financial Performance - In Q3 2025, Apple reported better-than-expected iPhone sales and achieved record revenue, leading to a rise in stock prices during after-hours trading [7] AI Features and Developments - The company has launched over 20 AI features, including visual intelligence, cleanup, and writing tools, with plans to introduce additional features like live translation and an AI-powered workout buddy later this year [5]

Apple on Thursday signaled that it's getting more serious about its plans to catch up in the AI race. "We see AI as one of the most profound technologies of our lifetime. We are embedding it across our devices and platforms and across the company. We are also significantly growing our investments," CEO Tim Cook said on the Q3 2025 earnings call with investors. "Apple has always been about taking the most advanced technologies and making them easy to use and accessible for everyone, and that's at the heart o ...

智通财经8月1日电，苹果首席执行官库克表示，苹果公司计划在美国投资5000亿美元。 ...

苹果公司CEO库克：正集中于让人工智能（AI）可用。 ...

提醒：苹果公司分析师电话会开始。 ...

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