The earnings call revealed strong performance across Apple's major product lines, with record revenues and growth in iPhone, Mac, and Services. However, challenges were noted in the iPad and Wearables segments, alongside significant tariff costs. Overall, the positive aspects and strategic advancements in AI and global expansion overshadow the lowlights.

Company Guidance

In the Apple Q3 Fiscal Year 2025 Earnings Conference Call, Apple reported a June quarter revenue record of $94 billion, marking a 10% year-over-year increase. This growth was driven by double-digit increases in iPhone, Mac, and Services revenue. The iPhone segment alone generated $44.6 billion, up 13%, with significant growth in emerging markets. Mac revenue reached $8 billion, up 15%, while Services revenue hit an all-time high of $27.4 billion, also up 13%. Apple's gross margin was 46.5%, and the company reported a net income of $23.4 billion, with diluted earnings per share of $1.57, up 12% from the previous year. Despite incurring $800 million in tariff-related costs, Apple continued its strong financial performance and announced an expected $1.1 billion impact from tariffs in the upcoming quarter. The company also highlighted significant investments in AI and continued expansion in emerging markets, with a focus on integrating AI features across its platforms.

Record-Breaking Revenue

Apple reported a June quarter revenue record of $94 billion, up 10% year-over-year.

Strong EPS Growth

Earnings per share (EPS) set a June quarter record of $1.57, up 12% from the previous year.

iPhone Revenue Growth

iPhone revenue was $44.6 billion, up 13% year-over-year, driven by the success of the iPhone 16 family.

Mac Revenue Increase

Mac revenue reached $8 billion, up 15% year-over-year, largely driven by the M4 MacBook Air.

Services Revenue Record

Services revenue was $27.4 billion, up 13% year-over-year, marking an all-time record.

AI and Innovation

Significant advancements in AI were announced, including new features and capabilities across Apple devices.

Global Expansion

Growth was noted in every geographic segment, with records in over two dozen countries and regions.

Apple (DE:APC) Earnings, Revenues Date & History

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DE:APC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q4)	1.50 / -	1.396	―	―	―
Jul 31, 2025	2025 (Q3)	1.22 / 1.34	1.192	12.14% (+0.14)	―
May 01, 2025	2025 (Q2)	1.39 / 1.40	1.303	7.84% (+0.10)	―
Jan 30, 2025	2025 (Q1)	2.00 / 2.04	1.856	10.09% (+0.19)	―
Oct 31, 2024	2024 (Q4)	1.36 / 1.40	1.243	12.33% (+0.15)	―
Aug 01, 2024	2024 (Q3)	1.15 / 1.19	1.073	11.11% (+0.12)	―
May 02, 2024	2024 (Q2)	1.28 / 1.30	1.294	0.66% (<+0.01)	―
Feb 01, 2024	2024 (Q1)	1.79 / 1.86	1.601	15.96% (+0.26)	―
Nov 02, 2023	2023 (Q4)	1.19 / 1.24	1.098	13.18% (+0.14)	―
Aug 03, 2023	2023 (Q3)	1.02 / 1.07	1.022	5.00% (+0.05)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:APC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	€182.17	€175.83	-3.48%
Jan 30, 2025	€227.68	€229.32	+0.72%
Oct 31, 2024	€208.57	€204.19	-2.10%
Aug 01, 2024	€203.35	€202.41	-0.46%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.