The last business quarter for the iPhone manufacturer Apple showed light and shadow. Investors also react accordingly.
Apple deserved more in its second business quarter of 2025. The profit rose per share of $ 1.53 to $ 1.65 and was therefore above the analyst estimates ($ 1.62 per share). The bottom line is Apple $ 24.78 billion after winning almost $ 23.64 billion a year earlier.
At the same time, the proceeds from $ 90.75 billion attracted $ 94.22 billion. This way Apple was unable to reach the market expectations, which had been in advance at sales of $ 94.25 billion.
Apple only expects US President Donald Trump for the current quarter with additional costs of $ 900 million due to the import duties of US President Donald Trump. For the time afterwards, CEO Tim Cook dared no forecast – “because I am not sure what happens to the tariffs”.
According to Trump’s customs announcements, Apple is currently redirecting deliveries in order to sell more devices from countries such as India and Vietnam instead of China in the USA. According to media reports, the group is also in the process of expanding the production in India.
New key role for Vietnam
Around 50 percent of the iPhones sold in the United States recently came from India – and it will be the majority in the coming months, said Cook. And with iPads, Mac computers and Apple watches, the group will almost exclusively supply the US market from Vietnam.
The majority of the Apple devices are still being built in huge factory systems in China, even if the group has expanded production in other countries since bottlenecks for Chinese Covid Lockdowns. That is why market experts assessed the consequences of Trump’s customs circuit for Apple as potentially particularly serious.
Trump had imposed additional import tariffs in early April. For goods from China, the taxes were added to 145 percent, at Vietnam it was 46 percent and 26 percent in the case of India. Trump then exposed the additional tariffs for almost all countries for 90 days – even if there was a minimum tax of ten percent. He left the China-Zölle into force, but temporarily took electronics such as smartphones and laptops from the additional 125 percent. At the same time, however, they could fall among the future semiconductor tariffs. This mixed situation gives a picture of why Cook did not see himself for a forecast.
When asked whether the tariffs could also lead to price increases, Cook said that the group would continue to optimize supply chains and inventory, “as far as we can.”
Did Americans cover up with iPhones?
Analysts had assumed that US customers could have increasingly stocked up with iPhones for fear of price increases in the past few months. However, Cook said Apple saw no evidence of such early purchases in the past quarter.
The iPhone sales rose from $ 45.96 billion to $ 46.84 billion in the previous year. Analysts had an average of around one billion dollars less. The iPhone is by far the most important Apple product and recently made up almost half of the business.
Better China business
Overall, group sales increased by five percent to $ 95.4 billion (84.50 billion euros). That was also above the market expectations. The bottom line is Apple $ 24.78 billion after winning almost $ 23.64 billion a year earlier.
Only in the service division with proceeds from the app and subscription business easily missed the analyst expectations. The share gave up by around 3.8 percent in post -exchangeable trade.
In the China region, in which Apple also booked sales in Taiwan and Hong Kong, revenues fell by around two percent to $ 16 billion a year. In the final quarter of 2024, however, there was still a minus of eleven percent. Cook said a reason for the better development was the government of the government of the government for Chinese consumers. Analysts had not ruled out that the trade conflict could arrange the Chinese to depart Apple products.
The Apple share reacts to the numbers with a discount from 2.84 percent to $ 207.34 at Nasdaq.
Redaktion finanzen.net with material from dpa-afx
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