The chart below shows how AAPL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AAPL sees a -0.82% change in stock price 10 days leading up to the earnings, and a +2.17% change 10 days following the report. On the earnings day itself, the stock moves by +0.03%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Record Revenue Achievement: Apple reported record revenue of $124.3 billion for the December quarter, a 4% increase year-over-year, marking an all-time high.
Record Earnings per Share: Earnings per share reached an all-time record of $2.40, reflecting a 10% year-over-year increase.
Record Services Revenue Growth: Services revenue hit an all-time high of $26.3 billion, growing 14% year-over-year, with records set in all geographic segments.
Active Device Milestone: The installed base of active devices reached over 2.35 billion, marking a new record and indicating strong customer loyalty.
Mac Revenue Surge: Mac revenue increased by 16% year-over-year to $9 billion, driven by strong demand for the latest Mac lineup.
Negative
iPhone Revenue Stagnation: iPhone revenue was $69.1 billion, roughly flat to the prior year, indicating stagnation in growth despite new product launches.
Wearables Revenue Decline: Wearables, home, and accessories revenue decreased by 2% year-over-year to $11.7 billion, reflecting a decline in consumer interest in these segments.
Rising Operating Expenses: Operating expenses increased by 7% year-over-year to $15.4 billion, indicating rising costs that could pressure future profitability.
Greater China Revenue Decline: Greater China revenue declined by 11% year-over-year, with over half of this decline attributed to changes in channel inventory, highlighting challenges in this key market.
Foreign Exchange Impact on Revenue: Foreign exchange is expected to negatively impact revenue growth by about 2.5 percentage points year-over-year in the upcoming quarter, indicating potential headwinds for overall financial performance.
Apple Inc. (AAPL) Q1 2025 Earnings Call Transcript
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