分组1 - Apple Inc. reported its most recent earnings results, indicating strong brand and healthy fundamentals, but growth for the year is expected to be modest [1] - The focus of Cash Flow Club is on businesses with strong cash generation, ideally with a wide moat and significant durability, which can lead to rewarding investments when bought at the right time [1] 分组2 - The article highlights the importance of cash flows and access to capital in evaluating investment opportunities, particularly in sectors like energy midstream, commercial mREITs, BDCs, and shipping [1]

Apple Increasingly Looks to India for Sales and ManufacturingCONCLUDED[Apple Earnings Beat Estimates. iPhone Has 'Best-Ever Quarter.']Last Updated:---18 hours ago# Apple Increasingly Looks to India for Sales and ManufacturingBy[Adam Levine]Though this quarter gave some relief on the demand-side, China presents a lot of risk to Apple. Its sales can have a large effect on companywide revenue, and even after years of supply diversification efforts, most Apple devices are still assembled in China.The only count ...

Apple (NasdaqGS:AAPL) Q1 2026 Earnings call January 29, 2026 05:00 PM ET Company ParticipantsAatif Malik - SVPAmit Daryanani - Senior Managing Director of Equity ResearchBen Reitzes - Managing Director and Head of Technology ResearchDavid Vogt - Managing DirectorErik Woodring - Managing Director of Equity ResearchKevan Parekh - CFOKrish Sankar - Managing DirectorRichard Kramer - Founder and Managing DirectorSuhasini Chandramouli - Director of Investor RelationsTim Cook - CEOConference Call ParticipantsAaron ...

Apple (NasdaqGS:AAPL) Q1 2026 Earnings call January 29, 2026 05:00 PM ET Speaker12Good afternoon, and welcome to the Apple Q1 Fiscal Year 2026 earnings conference call. My name is Suhasini Chandramouli, Director of Investor Relations. Today's call is being recorded. Speaking first today is Apple CEO, Tim Cook, and he'll be followed by CFO, Kevan 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 ...

Core Viewpoint - Apple's holiday season revenue significantly exceeded Wall Street expectations, driven by strong demand for the new iPhone 17, growth in services, and a recovery in the Chinese market [1] Financial Performance - Revenue for the quarter ending December 27 reached $143.8 billion, a 16% increase year-over-year, surpassing the average analyst expectation of $138.4 billion and Apple's own forecast of 10% to 12% growth [1] - Net profit for the quarter was $42 billion, well above expectations [1] Product Performance - The iPhone 17's strong performance led to a 23% year-over-year increase in smartphone business revenue [1] - Sales in the Chinese market saw a remarkable year-over-year growth of 38% [1] Future Outlook - The company's CFO projected a revenue growth of 13% to 16% for the March quarter, with operating expenses expected to be between $18.4 billion and $18.7 billion [1]

苹果首席财务官称，预计3月当季运营支出将在184亿至187亿美元之间。 ...

Steve had highlighted um still outstanding which would theor in theory be answered on the conference call but the stock going into earnings the bar was very low eightweek losing streak um as we entered the week here Tim what do you make of the quarter so far >> I I thought it was a fantastic quarter now the way the stocks trade in the aftermarket is a very small snapshot of time it's going to be volatile but it it kind of tells you that while we had insane demand and I mean you know it was really strong iPh ...

Welcome to Asking for a Trend. Breaking news, Apple earnings just now hitting the tape and Yahoo Finances Dan Alli 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% bill ...

Core Insights - Apple has reported its greatest quarter ever, with significant revenue growth driven primarily by iPhone sales, particularly in China, achieving $85 billion in revenue [1][2] - The installed base of Apple devices has reached 2.5 billion, indicating strong customer retention and market presence [2] - Despite missing expectations in wearables, home accessories, and Mac sales, the overwhelming success of the iPhone overshadows these shortcomings [2] Revenue and Market Performance - Greater China revenue for the most recent quarter was $25.53 billion, surpassing the estimated $21.82 billion, indicating a strong recovery in this key market [10] - The new iPhone design, the first in half a decade, has attracted new customers and driven upgrades, contributing to the sales surge [11] Strategic Considerations - Apple faces an existential question regarding its AI strategy, which remains underdeveloped; the company is currently relying on partnerships, particularly with Google, for AI model development [3][7][9] - Apple has secured pricing power over competitors by purchasing memory components in advance, mitigating the impact of rising memory chip prices on margins [4] Future Outlook - The company has bought time with its recent financial success but must eventually address its AI strategy and internal capabilities to ensure long-term viability [5][6] - The acquisition of an Israeli startup focused on facial movement interpretation may enhance future product features but is not central to Apple's overall AI strategy [13]

Apple Keeps Finding New CustomersCONCLUDED[Apple Earnings Beat Estimates. iPhone Has 'Best-Ever Quarter.']Last Updated:---18 hours ago# Apple Keeps Finding New CustomersBy[Adam Levine]Even though they are mature products, Apple continues to attract new customers to its Macs, iPads, and Watches, with more and more people apparently valuing the ecosystem's integration. About half of the customers for the three products were buying their first one. ...