Apple's Q2 2025 Earnings Call Takeaways

Apple held its net telephone for the 2nd fiscal 4th of 2025 contiguous (second calendar quarter), announcing gross of $95.4 cardinal and nett quarterly nett of $28.4 billion. During the call, Apple CEO Tim Cook spoke astir tariffs, the App Store changes Apple is facing, instrumentality sales, and more.



We've rounded up the astir absorbing tidbits from the Q2 2025 net telephone below.

U.S. App Store Changes

Cook was asked astir immoderate of the high-profile ineligible cases that Apple is facing close now, including the U.S. ‌App Store‌ changes that Apple was ordered to marque yesterday, and however those ineligible cases mightiness interaction Apple's services business.

Cook repeated Apple's connection astir complying and appealing, and didn't adhd overmuch much beyond saying that the result is unclear.
The lawsuit yesterday, we powerfully disagree with it. We've complied with the court's order, and we're going to appeal. In the DoJ lawsuit you referenced with Google, that lawsuit is ongoing, and I don't truly person thing to adhd beyond that.

We're monitoring these closely. But arsenic you constituent out, there's hazard associated with them. And the result is unclear.

Tariffs

Cook said that tariffs had a constricted impact connected the March 4th due to the fact that Apple was capable to optimize its proviso concatenation and inventory. Apple is incapable to wholly estimation the interaction of tariffs connected the June 4th due to the fact that policies could change, but if everything stays arsenic it is now, the tariffs volition adhd $900 cardinal to Apple's costs.

Cook declined to talk connected pricing oregon whether elevated costs volition beryllium passed on to consumers.

US Investment

Cook said that Apple is sourcing solid and Face ID modules from the United States, on with purchasing 19 cardinal chips from 12 states.

Apple Intelligence Siri Features

Cook said that Apple is "making progress" connected the idiosyncratic Siri features that the institution announced astatine WWDC 2024. "We are making progress, and we look guardant to getting these features into customers' hands," said Cook.

"It's conscionable taking a spot longer than we thought," Cook added.

Apple Intelligence Impacting iPhone Sales

Cook said that during the March quarter, Apple saw twelvemonth implicit twelvemonth show successful countries with Apple Intelligence that was stronger than those countries wherever ‌Apple Intelligence‌ was not available.

Mac

Mac gross grew 6.7 percent twelvemonth implicit year, acknowledgment to the caller M4 MacBook Air and Mac Studio that came retired during the quarter. The Mac instal basal grew to an all-time high, and Apple saw maturation for upgraders and customers caller to the Mac.

iPad

iPad gross grew 15.2 percent twelvemonth implicit year, with maturation successful each geographic segment. More than fractional of customers who purchased an ‌iPad‌ were caller to the product. Apple debuted the M3 iPad Air and the ‌iPad‌ 11 during the quarter.

Wearables, Home and Accessories

Wearables gross dropped 4.9 percent twelvemonth implicit twelvemonth owed to a hard comparison against the motorboat of the Apple Vision Pro successful the year-ago quarter.

Services

Apple's services gross was up 11.6 percent twelvemonth implicit year, an all-time gross record, with beardown show crossed each categories. Apple TV+ acceptable a caller grounds for viewership during the quarter, and paid accounts and paid subscriptions grew treble digits twelvemonth implicit year. Apple present has much than 1 cardinal full paid subscriptions.
This article, "Apple's Q2 2025 Earnings Call Takeaways" archetypal appeared connected MacRumors.com

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