The most important notes from Apple's earnings conference

Tim Cook at Apple Park

Apple has offered today its results conference for the first quarter of 2025 (second fiscal quarter), and in it, in addition to many economic figures They have talked about very hot topics in the company's current affairs which we summarize below.

In the first quarter of the year from January to March, the second fiscal quarter, Apple had revenues of 95 billion dollars, with net profits of $28 billionThe numbers are impressive, as always, but aside from these figures, which continue to reflect the enormous economic strength of the tech giant, other very interesting topics have been discussed that may interest us more as users and buyers than the money they've earned.

  • Trump's new tariff policy has had little impact this quarter, thanks to the optimization of the supply chain that the company has carried out, but estimates that in the next quarter, from April to June, the company estimates that, if everything continues as it is, could have an impact of $900 millionTim Cook declined to comment on whether this shock will impact customers or whether the company will absorb it. Looking at the financial figures for the last quarter, as an average user, it doesn't really seem like much of a difference between net profits of 28 billion and 27 billion, does it?
  • Apple continues to bet on investments in the United States, and there are already iPhone components that are obtained from the North American country, such as the modules for Face ID, or microchips.
  • Tim Cook has spoken for the first time about the Delay of some of the most important features of Apple Intelligence and SiriHe admitted that they are not yet ready to meet the company's high quality standards and that it will take longer than expected.
  • He also admitted that In those countries where Apple Intelligence has reached in this past quarter, the performance of iPhone sales has been better. that in places where it is not available. Logical.
  • Tim Cook has insisted that the court ruling that forces him to change the policies of the App Store and Allow developers to advertise and take payments outside of the official Apple Store does not seem correct to them, and that they are going to appeal it, but that they are going to comply with it in the meantime.
  • The Mac and iPad sales were very good last quarter, especially those of Apple tablets. More than half of iPad buyers last quarter were new to the category.
  • The Wearable sales were not as good, falling 4,9%. compared to the previous year. The new Apple Watch models haven't been able to make up for the fact that the Apple Vision Pro models were launched during the same quarter last year.
  • Apple's services continue to perform at full speed, growing 11,6% year-over-year. Apple TV+ has broken a viewership record, and Apple already has more than 1000 billion paying subscribers worldwide.

Follow us on Google News

Leave a Comment

Your email address will not be published. Required fields are marked with *

*

*

  1. Responsible for the data: AB Internet Networks 2008 SL
  2. Purpose of the data: Control SPAM, comment management.
  3. Legitimation: Your consent
  4. Communication of the data: The data will not be communicated to third parties except by legal obligation.
  5. Data storage: Database hosted by Occentus Networks (EU)
  6. Rights: At any time you can limit, recover and delete your information.