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Apple beats fourth-quarter revenue forecast, faces $1.1 billion tariff cost

Apple just announced a current-quarter revenue forecast that far exceeded Wall Street expectations, sending its shares up 3% in after-hours trading, despite warnings about $1.1 billion in tariff costs.

Báo Nghệ AnBáo Nghệ An01/08/2025

Third quarter revenue far exceeds expectations

Apple just announced revenue guidance for the current quarter (ending in September) that was significantly higher than Wall Street estimates. The news sent the company's stock higher, even though CEO Tim Cook warned that US tariffs would add $1.1 billion to its costs during the period.

Apple beats fourth-quarter revenue forecast, faces $1.1 billion tariff cost

Apple reported revenue of $94.04 billion for the third quarter (ended June 28, 2025), up nearly 10% year over year, surpassing analysts' estimates of $89.54 billion. Earnings per share were $1.57, beating expectations of $1.43.

Sales of the iPhone, its flagship product, rose 13.5% to $44.58 billion, beating the $40.22 billion forecast. Part of the growth came from customers buying iPhones early to avoid new tariffs.

Chief Financial Officer Kevan Parekh said Apple expects fourth-quarter revenue growth in the “mid- to high-single digits,” beating analysts’ forecasts of 3.27%, or $98.04 billion.

Despite facing a $1.1 billion tariff bill due to President Donald Trump’s trade policies, Apple remains optimistic about growth. Last quarter, tariffs cost the company $800 million.

In the U.S. and the Americas, revenue rose 9.3% to $41.2 billion, despite the impact of tariffs. In China, sales reached $15.37 billion, up from a year earlier and beating expectations of $15.12 billion, thanks to a smartphone subsidy program there. CEO Tim Cook said the program boosted sales throughout the third quarter. The number of iPhone users reached a record in every region.

Apple's revenue grew at its fastest pace since the pandemic

Services revenue, which includes the App Store, music and cloud storage, hit $27.42 billion, beating expectations of $26.8 billion. Mac sales hit $8.05 billion, beating expectations of $7.26 billion.

However, iPad revenue was only $6.58 billion, lower than the $7.24 billion expected, and wearables such as AirPods and Apple Watch were $7.4 billion, below the $7.82 billion forecast. Gross margin in the third quarter was 46.5%, above the 45.9% expected, and is expected to remain at 46-47% in the fourth quarter.

The Challenge of Tariffs and AI

Apple is shifting production of iPhones to India and products like Macs and Apple Watches to Vietnam to reduce the impact of US tariffs. However, the final tariff rates are still unclear, and some products are currently exempt. Trump has said India could face a 25% tariff from August 1, but analysts say India still has a long-term cost advantage.

Apple also faces competition from Samsung in the high-end smartphone market and Alphabet in integrating AI into its Android operating system.

Apple is delaying the launch of an AI-enhanced version of Siri in China due to a lengthy approval process. However, Tim Cook said the company is making progress with personalized Siri and is investing heavily in AI. Apple’s philosophy is to bring advanced technology to everyone in an easy-to-use way. While it may not be as big a spender as Microsoft or Nvidia, Apple is confident in its AI strategy.

Apple faces European rulings that could impact its App Store business model, a key source of revenue. But its services business is still growing strongly, helping to offset the challenges from tariffs and competition.

With positive forecasts and impressive Q3 revenue, Apple continues to assert its position, but needs to overcome many obstacles to maintain growth momentum.

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Source: https://baonghean.vn/apple-surpassed-expected-revenue-in-quy-4-doi-mat-chi-phi-thue-quan-1-1-ty-usd-10303658.html


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