Apple CEO Tim Cook (Donald Trump, a US President Donald Trump in the Round Hall in Washington, DC, on January 20, 2025 at the inauguration ceremony of President Barak · Barack Obama.
Julia Demaree Nikhinson Gatti image
apple After the bell, the December of December of December.
The December quarter is the largest year of Apple, partly due to the holiday shopping season, and because it is the first quarter of the new iPhone sales.
Although analysts are not worried about the company’s performance in the December quarter, many of them will look for Apple’s signal on how it works in March.
The supply chain data point shows that Apple’s sales in China are weakening, and the company’s artificial intelligence function kit Apple Intelligence has not yet provided Chinese.
Loop Capital Analyst Ananda Baruah wrote in a comment earlier this month: “Specifically, the demand of iPhone 16 will not be introduced to iOS 18 and its Gen Gen AI.” We look for it again for the fourth consecutive year consecutive year again Reduce iPhone unit. “
Apple did not release its unit sales, nor did it provide traditional guidance. Earlier this month, Kevan Parekh, the new chief financial officer of this position, may provide investors with some data points at the call meeting on Thursday. Analysts can use Apple March March quarter Expressing earnings and income per share.
LSEG estimates that Apple’s income will increase by about 3.8 % each year to $ 1241.3 billion. Apple said in October that the sales of “low to the middle digits” in the quarter increased.
One of the biggest things that analysts will pay attention to is that if Chinese sales in the Apple continent show that consumers in the country are transferring their preferences to local manufacturing and design equipment.
Goldman Sachs analyst Michael Ng wrote in the bill on January 23: “We believe that the main driving force of the increasing competition in the smartphone market is due to the increasing preference for domestic brands in China.”
A highlight of Apple may be its service business, including products from device warranty to Apple TV+streaming services. Barclays analysts said in a report earlier this month The service may grow up to 14 % per year, which may offset the reduction of iPhone sales.
It is expected that Apple will be questioned in its plan Trump’s proposal tariff and Overall artificial intelligence strategyEssence
Based on LSEG consensus, this is the expectation of Apple in the December quarter:
- Earnings per share: $ 2.35
- income: 12413 billion US dollars
Analysts predict that in the March quarter, the revenue per share was $ 1.66, and the income was $ 9.46 billion.
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