Apple: Growth Despite Tariff Headwinds

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Apple has published two numbers and profit growth growth growth, and Wall Street’s quarterly expectations were topped.
IPhone revenue continues to climb, and the company has returned to growth in China.
It is expected that Apple will continue to face questions about customs tariffs and AI, but its basic privileges are still strong.
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Here is our initial taking apple‘s (Nasdaq: Aapl) Fiscal Year 2025 Financial Report in the third quarter.

metric	Q3 fy24	Q3 fy25	Changing	For expectations
profit	85.8 billion dollars	94.0 billion dollars	10 %	Defeat
Arrow profits	$ 1.40	$ 1.57	12 %	Defeat
IPhone revenues	39.3 billion dollars	44.6 billion dollars	13 %	Defeat
Services revenue	24.2 billion dollars	27.4 billion dollars	13 %	Defeat

In the profit season, investors entered with questions about Apple’s ability to overcome the impact of definitions, and the company answered to report strong growth. Apple said the revenues grew by 10 % and the arrow profits by 12 %, supported by the stronger growth of iPhone than expected in the quarter.

Sales growth, in a quarter of TARIFF TALK, is a reminder of the permanent popularity of the iPhone and the success of a new model with reasonable prices released earlier this year. Apple responded to customs tariff concerns by converting shipping patterns, with most of the iPhone devices sold in the United States are now collected in India, not China.

Apple expected low growth to the middle of the number in this quarter, and expected a 900 million dollar winds of definitions in this period.

Apple has also returned to growth in China, where sales of $ 15.4 billion for a quarter compared to $ 14.7 billion in the same three months of 2024.

The company did not provide Q4 expectations in the profit report, but it is possible that you will provide some directives about what you expect in the second half of the 2025 calendar year during its call with investors.

Investors were happy with the results. Apple shares increased by 2 % in post -sales trading immediately after the release, but before inviting the company with investors.

Apple numbers were strong, but this was expected. The big question with Apple is not about the numbers, but about what comes after that. Apple AI’s efforts have yet been stumbled, and senior executives have fled to their competitors. There were reports that Apple could find a partner to bring artificial intelligence to its devices instead of continuing to develop at home.

Expect many investor questions about artificial intelligence on the call, as well as focus on future devices that Apple can add to their offers with phones, computers, iPad devices and wearable devices. There is also a state of uncertainty that is looming on the tariffs, with tariff exemptions on smartphones that are expected to collapse and talk about the new India tariff that may increase the complexity of supply chains.