Core Viewpoint - Apple's stock has risen following CEO Tim Cook's comments during the earnings call, which addressed investor concerns regarding the company's ability to manage rising memory prices while maintaining strong gross margins [1] Earnings Results - Apple projects gross margins that exceed Wall Street's estimates, indicating effective management of increased memory costs [1] - The company is experiencing better-than-expected revenue growth despite a shortage of iPhones and other products [1] - A favorable mix of high-end hardware and services growth is helping to buffer against rising memory costs [1]

Core Viewpoint - Apple reported strong first-quarter earnings and anticipates growth of 13% to 16% in the upcoming quarter, contingent on securing sufficient chip supply to meet iPhone demand [1][2]. Group 1: Earnings and Growth Projections - Apple expects total company revenue for the March quarter to grow by 13% to 16% year over year, factoring in constrained iPhone supply [2]. - The company predicts gross margins to be between 48% and 49% in the March quarter, which would be an increase compared to the December quarter [6]. Group 2: Supply Chain and Component Constraints - CEO Tim Cook highlighted that the main constraint on iPhone production is access to advanced node manufacturing for A-series and M-series chips, produced in collaboration with Taiwan Semiconductor Manufacturing Company [3][4]. - Cook acknowledged that while the current supply shortage is linked to advanced node chip manufacturing, rising memory prices will also impact the company, and Apple is exploring various options to address this issue [5]. Group 3: Strategic Investments and Chip Sourcing - Apple announced plans to invest over $600 billion in the U.S. over five years, with significant funding directed towards companies committed to domestic chip manufacturing, including TSMC [7]. - In 2025, Apple sourced 20 billion chips from the U.S., exceeding its previous target of 19 billion [7].

Welcome to Asking for a Trend. Breaking news, Apple earnings just now hitting the tape and Yahoo Finances Dan Howie is here with the numbers. Dan.Yeah, Josh. Big beat for Apple here uh on the top and bottom line. They said they recorded all-time record revenue for the iPhone.85.3% billion. That's well ahead of the 78.3% billion that analysts were anticipating. Uh the company saw 69.1% billion in the prior quarter.EPS came in at $284 on revenue of 143.8% billion. Analysts were anticipating $268 on 138.4% bil ...

Core Insights - Apple reported record revenue of $85.3 billion for iPhone sales, significantly surpassing analyst expectations of $78.3 billion, and up from $69.1 billion in the previous quarter [1][2] - Earnings per share (EPS) reached $2.84 on revenue of $143.8 billion, exceeding analyst forecasts of $2.68 on $138.4 billion [2] - Greater China sales rebounded with revenue of $25.5 billion, marking a nearly 38% year-over-year increase, reversing previous declines [3][29] Financial Performance - iPhone revenue was a major contributor, with the company achieving $85 billion compared to the expected $78 billion, indicating strong demand for the iPhone 17 cycle [5][18] - Services revenue met expectations, while Mac and iPad revenues were reported at $8.4 billion and $8.6 billion respectively, and wearables generated $11.4 billion [2] - Gross margins were reported to be significantly higher than anticipated, contributing positively to the overall financial outlook [19][23] Market Dynamics - The resurgence in sales from Greater China is notable, as Apple had previously experienced declines in that market [3][30] - The competitive landscape in China is evolving, with decreasing prices from competitors, yet Apple continues to maintain strong brand loyalty among consumers [31] - The company is navigating a delicate balance in its dependence on the Chinese market for both sales and manufacturing [30] Product Insights - The new iPhone models, particularly the iPhone 17 and 17 Pro, have generated consumer interest due to improved features such as camera quality and battery life [9][10] - There is speculation regarding the sales performance of the iPhone Air, with indications that consumers are favoring the Pro and standard models [4] - The integration of Google's AI technology into Apple's Siri is anticipated to enhance user experience, although the current performance of Siri is viewed as lacking [20][22] Future Considerations - Analysts are keenly awaiting guidance from Apple regarding future pricing strategies and potential impacts of rising memory costs on margins [24][27] - The introduction of a foldable phone could influence future sales dynamics, with questions surrounding consumer willingness to pay premium prices [28] - The collaboration with Google on AI initiatives is seen as a critical step for Apple to remain competitive in the evolving tech landscape [21][22]

One of my concerns with Apple Inc. ( AAPL ), which led me to give it a Sell rating recently, was its lack of innovation, which in turn impacted top-line growth and my expectations for valuation. ForEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: ...

Apple had a great Q1, though iPhone sales were the real standout. The company reports that its signature device had its best quarter ever, thanks partially to a surge of sales in regions like China and India. “iPhone had its best-ever quarter driven by unprecedented demand, with all-time records across every geographic segment,” said CEO Tim Cook during the company’s earnings call Thursday. Apple’s earnings report shows the company sold $85 billion worth of iPhones during its first quarter, up from $69 b ...

Apple’s March-quarter outlook incorporates what Parekh described as “our best estimates of constrained iPhone supply during the quarter,” with total company revenue expected to grow 13% to 16% year-over-year.However, Apple said the strength of demand contributed to a lean channel inventory exiting the December quarter and has pushed the company into “supply chase mode.” Cook told analysts Apple is currently constrained and said it is “difficult to predict when supply and demand will balance.” He attributed ...

凤凰网科技讯 北京时间1月30日，苹果公司今天发布了2026财年第一季度财报。随后，苹果CEO蒂姆·库 克(Tim Cook)、CFO凯万·帕雷克(Kevan Parekh)出席了电话会议，回答分析师的提问。 以下是苹果第一财季财报和电话会议要点汇总： ——苹果预计，第二财季营收将同比增长13%至16%，毛利率介于48%至49%。 ——库克表示，应将与谷歌的合作视为一次"协作"，苹果将继续独立推进"部分自主研发工作"。他指 出，此次与谷歌合作的重点在于提升Siri。 ——库克称，设备端AI和云端AI都很重要，苹果并不把它看作非此即彼的选择。 ——库克表示，苹果自研芯片对公司而言是一次极具影响力的变革，iPhone、iPad以及Mac都受益良 多。他认为，这是一项重要的竞争优势。苹果CFO帕雷克表示，自研芯片不仅节约了成本，同时也具有 战略价值。 ——总营收为1437.56亿美元，较上年同期的1243.00亿美元增长16%，创历史纪录；净利润为420.97亿 美元，较上年同期的363.30亿美元增长16%。 ——中国区第一财季收入为255.26亿美元，较上年同期的185.13亿美元增长38%； ——苹果活跃设备 ...

Core Viewpoint - The company has announced its financial performance and operational details of its subsidiaries, highlighting their revenue, net profit, and asset status as of September 30, 2025, along with the approval of related party transactions and internal adjustments of guarantee limits among subsidiaries [21][22][34]. Financial Performance - The net profit of the company is reported at RMB 12,543.79 million (unaudited) [1]. - Shenzhen Anshida Technology Service Co., Ltd. reported a net profit of RMB -168.63 million (unaudited) for the first three quarters of 2025 [3]. - Shenzhen Chuangwei Overseas Sales Service Co., Ltd. achieved a net profit of RMB 161.83 million (unaudited) for the same period [5]. - Shenzhen Chuangwei Wireless Technology Co., Ltd. reported a net profit of RMB -839.59 million (unaudited) [7]. - Shenzhen Fengchi Electronic Technology Co., Ltd. reported a net profit of RMB 1,751.69 million (unaudited) [9]. - Shenzhen Shencai Logistics Co., Ltd. achieved a net profit of RMB 261.84 million (unaudited) [11]. - Shenzhen Kuokai Intelligent System Technology Co., Ltd. reported a net profit of RMB -340.13 million (unaudited) [12]. - Suining Chuangwei Electronics Co., Ltd. reported a net profit of RMB -1,240.82 million (unaudited) [14]. Subsidiary Overview - Shenzhen Anshida Technology Service Co., Ltd. has total assets of RMB 33,168.85 million and net assets of RMB 5,935.24 million as of September 30, 2025 [3]. - Shenzhen Chuangwei Overseas Sales Service Co., Ltd. has total assets of RMB 5,560.43 million and net assets of RMB 297.02 million [5]. - Shenzhen Chuangwei Wireless Technology Co., Ltd. has total assets of RMB 10,264.67 million and net assets of RMB 5,787.01 million [7]. - Shenzhen Fengchi Electronic Technology Co., Ltd. has total assets of RMB 9,127.06 million and net assets of RMB 5,994.35 million [9]. - Shenzhen Shencai Logistics Co., Ltd. has total assets of RMB 18,550.66 million and net assets of RMB 7,164.33 million [11]. - Shenzhen Kuokai Intelligent System Technology Co., Ltd. has total assets of RMB 3,339.76 million and net assets of RMB 1,570.95 million [12]. - Suining Chuangwei Electronics Co., Ltd. has total assets of RMB 34,371.62 million and net assets of RMB -2,110.06 million [14]. Related Party Transactions - The company has approved related party transactions for 2026, ensuring fair pricing and no harm to the interests of shareholders, especially minority shareholders [16][18]. - The company’s related party leasing transactions are necessary for normal business operations and are expected to continue in the future [18]. - The independent directors have agreed that the expected related party transactions for 2026 are fair and beneficial for the company and its shareholders [18]. Guarantee Adjustments - The company has approved an internal adjustment of guarantee limits among subsidiaries, with a total guarantee limit not exceeding RMB 1,175,800 million [22]. - The adjustment involves transferring a guarantee limit of RMB 20,000 million from Shenzhen Chuangwei Digital Technology Co., Ltd. to Huizhou Chuangwei Digital Technology Co., Ltd. [23]. - The company maintains that the financial risks associated with these guarantees are controllable and will not adversely affect its financial status or operational results [31].

US stocks fell on Friday as President Trump said he would nominate Kevin Warsh to lead the Federal Reserve, against a background of a rising dollar and tumbling gold. The S&P 500 (^GSPC) slid 0.2%, while the tech-heavy Nasdaq Composite (^IXIC) fell 0.3%, pointing to another down session for tech stocks. The Dow Jones Industrial Average (^DJI) dipped below the flat line. Markets are calculating the potential impact after Trump said he has chosen frontrunner Warsh as the US central bank's next chair, in a ...