Apple Q4 2025 Earnings: Record Revenue & AI-Driven Growth Ahead

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Издатель Nov 3, 2025

Apple's Q4 fiscal 2025 earnings showcased a record-breaking September quarter with $102.5 billion in revenue, up 8% year over year, and a GAAP EPS of $1.85, beating analyst expectations. The standout segments included iPhone sales at $49 billion, driven by strong demand for the new iPhone 17 despite only one week of sales counted, and Services hitting an all-time high of $28.75 billion with 15% growth. Apple's gross margin improved to 47.2%, reflecting a strategic shift towards premium devices and high-margin services.

The company's forward guidance is notably bullish, forecasting 10-12% revenue growth for the holiday quarter and double-digit iPhone growth, signaling confidence in the iPhone 17 cycle. Significant investments in AI and R&D are underway, including the development of Apple's private cloud compute infrastructure and the new M5 chip, which offers 3.5 times faster AI performance. These innovations aim to enhance Siri and personalized AI features, potentially transforming the user experience and reinforcing Apple's ecosystem.

Despite a 4% revenue decline in Greater China due to supply constraints, Apple's installed base reached an all-time high, underpinning ecosystem stickiness and services growth. Operating expenses rose 11%, driven by R&D investments, while tariffs impacted costs by $1.1 billion. Capital returns remain strong with a $0.26 per share dividend and $24 billion returned to shareholders through buybacks and dividends. This earnings report underlines Apple's robust momentum, strategic AI focus, and optimistic outlook for sustained growth in a competitive tech landscape.

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