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Apple (AAPL) Q1 FY2025 Earnings Call: Record Revenue, iPhone Upgrades, and AI Momentum

- Apple believes innovation driving efficiency is generally positive- Company's tight integration of silicon and software continues to serve them well- Apple maintains a prudent approach to expenditure and leverages a hybrid modelQ4: What is Apple's perspective on future iPhone innovation and form factor changes?- Tim Cook expressed optimism about the product pipeline- Believes there's still significant room for innovation in smartphonesQ5: Can you provide more details on the record iPhone upgra

Apple (AAPL) Q1 FY2025 Earnings Call: Record Revenue, iPhone Upgrades, and AI Momentum

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":400328981393552,"tweetId":"400328981393552","gmtCreate":1738763396099,"gmtModify":1738763996401,"author":{"id":4201851090547442,"idStr":"4201851090547442","authorId":4201851090547442,"authorIdStr":"4201851090547442","name":"Sweet heart","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>Great article, would you like to share it?</body></html>","htmlText":"<html><head></head><body>Great article, would you like to share it?</body></html>","text":"Great article, would you like to share it?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/400328981393552","repostId":1193089331,"repostType":2,"repost":{"id":"1193089331","kind":"news","weMediaInfo":{"introduction":"real-time reporting","home_visible":1,"media_name":"Earnings Call","id":"1002722034","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1738277912,"share":"https://www.laohu8.com/m/news/1193089331?lang=&edition=full","pubTime":"2025-01-31 06:58","market":"us","language":"en","title":"Apple (AAPL) Q1 FY2025 Earnings Call: Record Revenue, iPhone Upgrades, and AI Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=1193089331","media":"Earnings Call","summary":"- Apple believes innovation driving efficiency is generally positive- Company's tight integration of silicon and software continues to serve them well- Apple maintains a prudent approach to expenditure and leverages a hybrid modelQ4: What is Apple's perspective on future iPhone innovation and form factor changes?- Tim Cook expressed optimism about the product pipeline- Believes there's still significant room for innovation in smartphonesQ5: Can you provide more details on the record iPhone upgra","content":" 【Earnings Highlights and Outlook】 - Revenue: $124.3 billion, up 4% year-over-year, an all-time record - EPS: $2.40, up 10% year-over-year - Services Revenue: All-time record of $26.3 billion, up 14% year-over-year - Active Device Install Base: Over 2.35 billion, a new record - Q2 FY2025 Outlook: Total company revenue expected to grow low to mid-single digits year-over-year 【Q&A Highlights】 Q1: How is Apple Intelligence impacting iPhone demand and what features are users using most often? - Markets where Apple Intelligence was rolled out saw stronger year-over-year performance for iPhone 16 family - Popular features include writing tools, image playground, Gemoji, visual intelligence, and photo cleanup - Early indications are positive, but limited data due to recent release Q2: What factors are affecting Apple's performance in China? - Greater China revenue down 11% year-over-year - Over half of the decline driven by changing channel inventory - Competitive market and macro factors influencing results - Recent fiscal stimulus announced in January, not affecting December quarter Q3: How does Apple view the potential impact of lower compute costs, particularly in light of the Deepseek situation? - Apple believes innovation driving efficiency is generally positive - Company's tight integration of silicon and software continues to serve them well - Apple maintains a prudent approach to expenditure and leverages a hybrid model Q4: What is Apple's perspective on future iPhone innovation and form factor changes? - Tim Cook expressed optimism about the product pipeline - Believes there's still significant room for innovation in smartphones Q5: Can you provide more details on the record iPhone upgrades and factors driving this trend? - All-time record for iPhone upgrades - iPhone 16 outperforming iPhone 15 from launch - Markets with Apple Intelligence launched outperformed those without Q6: How is Apple performing in emerging markets, particularly India? - Strong results in several emerging markets - India set a December quarter record - iPhone was the top-selling model in India - Apple plans to open four new stores in India Q7: What factors are influencing gross margins for the March quarter? - Guidance of 46.5% to 47.5% - FX headwinds expected to impact revenue growth and margins - Offset by favorable costs and relative mix of services Q8: How is the services business performing, and what are the growth drivers? - Services reached an all-time record of $26.3 billion, up 14% year-over-year - Strong momentum across all geographic segments and service offerings - Over 1 billion paid subscriptions across the services platform Q9: What drove the strong performance in Mac and iPad, and how sustainable is this growth? - Mac revenue up 16%, driven by strong uptake of new products - iPad revenue up 15%, driven by iPad Air and entry-level iPad - Over half of iPad sales went to new customers Q10: How is Apple approaching supply chain planning in India? - Manufacturing in India serves both domestic market and exports - Requires certain economies of scale to make economic sense - Balancing production for domestic use and export markets Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple (AAPL) Q1 FY2025 Earnings Call: Record Revenue, iPhone Upgrades, and AI Momentum</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple (AAPL) Q1 FY2025 Earnings Call: Record Revenue, iPhone Upgrades, and AI Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002722034\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nEarnings Call \n2025-01-31 06:58\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n 【Earnings Highlights and Outlook】 - Revenue: $124.3 billion, up 4% year-over-year, an all-time record - EPS: $2.40, up 10% year-over-year - Services Revenue: All-time record of $26.3 billion, up 14% year-over-year - Active Device Install Base: Over 2.35 billion, a new record - Q2 FY2025 Outlook: Total company revenue expected to grow low to mid-single digits year-over-year 【Q&A Highlights】 Q1: How is Apple Intelligence impacting iPhone demand and what features are users using most often? - Markets where Apple Intelligence was rolled out saw stronger year-over-year performance for iPhone 16 family - Popular features include writing tools, image playground, Gemoji, visual intelligence, and photo cleanup - Early indications are positive, but limited data due to recent release Q2: What factors are affecting Apple's performance in China? - Greater China revenue down 11% year-over-year - Over half of the decline driven by changing channel inventory - Competitive market and macro factors influencing results - Recent fiscal stimulus announced in January, not affecting December quarter Q3: How does Apple view the potential impact of lower compute costs, particularly in light of the Deepseek situation? - Apple believes innovation driving efficiency is generally positive - Company's tight integration of silicon and software continues to serve them well - Apple maintains a prudent approach to expenditure and leverages a hybrid model Q4: What is Apple's perspective on future iPhone innovation and form factor changes? - Tim Cook expressed optimism about the product pipeline - Believes there's still significant room for innovation in smartphones Q5: Can you provide more details on the record iPhone upgrades and factors driving this trend? - All-time record for iPhone upgrades - iPhone 16 outperforming iPhone 15 from launch - Markets with Apple Intelligence launched outperformed those without Q6: How is Apple performing in emerging markets, particularly India? - Strong results in several emerging markets - India set a December quarter record - iPhone was the top-selling model in India - Apple plans to open four new stores in India Q7: What factors are influencing gross margins for the March quarter? - Guidance of 46.5% to 47.5% - FX headwinds expected to impact revenue growth and margins - Offset by favorable costs and relative mix of services Q8: How is the services business performing, and what are the growth drivers? - Services reached an all-time record of $26.3 billion, up 14% year-over-year - Strong momentum across all geographic segments and service offerings - Over 1 billion paid subscriptions across the services platform Q9: What drove the strong performance in Mac and iPad, and how sustainable is this growth? - Mac revenue up 16%, driven by strong uptake of new products - iPad revenue up 15%, driven by iPad Air and entry-level iPad - Over half of iPad sales went to new customers Q10: How is Apple approaching supply chain planning in India? - Manufacturing in India serves both domestic market and exports - Requires certain economies of scale to make economic sense - Balancing production for domestic use and export markets Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193089331","content_text":"【Earnings Highlights and Outlook】- Revenue: $124.3 billion, up 4% year-over-year, an all-time record- EPS: $2.40, up 10% year-over-year- Services Revenue: All-time record of $26.3 billion, up 14% year-over-year- Active Device Install Base: Over 2.35 billion, a new record- Q2 FY2025 Outlook: Total company revenue expected to grow low to mid-single digits year-over-year【Q&A Highlights】Q1: How is Apple Intelligence impacting iPhone demand and what features are users using most often?- Markets where Apple Intelligence was rolled out saw stronger year-over-year performance for iPhone 16 family- Popular features include writing tools, image playground, Gemoji, visual intelligence, and photo cleanup- Early indications are positive, but limited data due to recent releaseQ2: What factors are affecting Apple's performance in China?- Greater China revenue down 11% year-over-year- Over half of the decline driven by changing channel inventory- Competitive market and macro factors influencing results- Recent fiscal stimulus announced in January, not affecting December quarterQ3: How does Apple view the potential impact of lower compute costs, particularly in light of the Deepseek situation?- Apple believes innovation driving efficiency is generally positive- Company's tight integration of silicon and software continues to serve them well- Apple maintains a prudent approach to expenditure and leverages a hybrid modelQ4: What is Apple's perspective on future iPhone innovation and form factor changes?- Tim Cook expressed optimism about the product pipeline- Believes there's still significant room for innovation in smartphonesQ5: Can you provide more details on the record iPhone upgrades and factors driving this trend?- All-time record for iPhone upgrades- iPhone 16 outperforming iPhone 15 from launch- Markets with Apple Intelligence launched outperformed those withoutQ6: How is Apple performing in emerging markets, particularly India?- Strong results in several emerging markets- India set a December quarter record- iPhone was the top-selling model in India- Apple plans to open four new stores in IndiaQ7: What factors are influencing gross margins for the March quarter?- Guidance of 46.5% to 47.5%- FX headwinds expected to impact revenue growth and margins- Offset by favorable costs and relative mix of servicesQ8: How is the services business performing, and what are the growth drivers?- Services reached an all-time record of $26.3 billion, up 14% year-over-year- Strong momentum across all geographic segments and service offerings- Over 1 billion paid subscriptions across the services platformQ9: What drove the strong performance in Mac and iPad, and how sustainable is this growth?- Mac revenue up 16%, driven by strong uptake of new products- iPad revenue up 15%, driven by iPad Air and entry-level iPad- Over half of iPad sales went to new customersQ10: How is Apple approaching supply chain planning in India?- Manufacturing in India serves both domestic market and exports- Requires certain economies of scale to make economic sense- Balancing production for domestic use and export marketsDisclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1848,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":35,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}