Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Apple’s CEO, Tim Cook, greets former President Barack Obama at the inauguration of the president of the United States, Donald Trump, in the roundabout of the United States Capitol in Washington, DC, on January 20, 2025.
Julia DeMaree Nikhinson | Getty images
Apple Informs December-Timestre profits on Thursday after the bell.
The quarter of December is the largest of Apple’s year, partly due to Christmas shopping season and also because it is the first complete quarter of new iPhone sales.
While analysts are not worried about the company’s performance in the quarter of December, many of them will seek what Apple indicates about how their March quarter is shaking.
Supply chain data points suggest that Apple sales in China are weakening, and Apple’s intelligence, the company’s artificial intelligence characteristics, is not yet available in Chinese.
“Specifically, the demand of the iPhone 16 is not amplified by the introduction of iOS 18 and its characteristics of GEN AI. In fact, paradoxically, somehow the demand is really softer,” wrote Ananda Baruah, an analyst at Loop Capital, in A note earlier this month, degrading Apple to maintain. “Again we are looking for iPhone units to reject for the fourth consecutive year.”
Apple does not publish its sales of units and does not offer traditional guidance. The new financial director Kevan Parekh, who assumed the role earlier this month, will probably provide investors some data points in Thursday’s call that analysts can use to estimate profits per share and income for the performance of the quarter Apple’s March.
LSEG estimates that Apple’s revenues will grow annually by approximately 3.8% to $ 124.13 billion. Apple said in October that he expected a sales growth of “low -to -medium digits” during the quarter.
One of the most important things that analysts will observe is whether Apple continental sales suggest that consumers in the country are changing their preferences to local and designed devices.
“We believe that an important driver of the growing competition within the smartphone market is due to the growing preference for national brands within China,” wrote Goldman Sachs Michoel NG in a note on January 23.
A brilliant point for Apple could be its service business, which includes products that range from device guarantees to the Apple TV+transmission service. Barclays analysts said in a note earlier this month These services could grow up to 14% annually, which could compensate for lower sales on the iPhone.
Apple is expected to be questioned about your plan to Trump’s proposals rates forks General strategy of AI.
This is what to expect from Apple in the quarter of December, according to LSEG consensus estimates:
- Profit per action: $ 2.35
- Revenue: $ 124.13 billion
Analysts expect guidance for the quarter of March of $ 1.66 in profits per share about $ 95.46 billion in revenues.
LOOK: Apple’s superficial problem is not enough demand, says Jim Cramer
