The earnings call was predominantly positive, with record-breaking revenue figures, significant growth in key sectors such as iPhone and Services, and a strong focus on AI and innovation. However, challenges such as tariff-related costs and declines in iPad and Wearables revenue were noted.

Company Guidance -

Q4 2025

During Apple's Q3 Fiscal Year 2025 earnings call, the company provided robust guidance, highlighting a June quarter revenue record of $94 billion, up 10% year-over-year. Earnings per share (EPS) also set a record at $1.57, marking a 12% increase. The company achieved double-digit growth in iPhone, Mac, and Services, with iPhone revenue reaching $44.6 billion, up 13% year-over-year. Mac revenue increased by 15% to $8 billion, while Services revenue hit an all-time high of $27.4 billion, also up 13%. The call emphasized growth across all geographic segments and the strong performance of Apple's installed base, which reached all-time highs. Despite tariff-related costs of approximately $800 million in the quarter, the gross margin was reported at 46.5%. Looking ahead, Apple expects September quarter revenue to grow mid-to-high single digits year-over-year, with Services revenue growth parallel to Q3's 13%. The company projects gross margins between 46% and 47%, factoring in estimated tariff costs of $1.1 billion.

Record-Breaking Revenue and Growth

Apple reported a June quarter revenue record of $94 billion, up 10% from a year ago. EPS set a June quarter record of $1.57, up 12% year-over-year.

iPhone and Mac Performance

iPhone revenue was $44.6 billion, up 13% year-over-year, driven by the iPhone 16 family. Mac revenue was $8 billion, up 15% year-over-year, driven by continued strength across the portfolio.

Services Revenue Surge

Services revenue reached an all-time high of $27.4 billion, up 13% year-over-year. There was a sequential acceleration across the majority of the categories, including cloud services.

Strong Growth in Emerging Markets

Apple saw double-digit growth in emerging markets, including India, the Middle East, South Asia, and Brazil.

AI and Innovation Focus

Apple continues to invest significantly in AI and announced new features and capabilities, including live translation and Workout Buddy.

Apple (IT:1AAPL) Earnings, Revenues Date & History

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IT:1AAPL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q4)	1.50 / -	1.407	―	―	―
Jul 31, 2025	2025 (Q3)	1.23 / 1.35	1.202	12.14% (+0.15)	―
May 01, 2025	2025 (Q2)	1.40 / 1.42	1.313	7.84% (+0.10)	―
Jan 30, 2025	2025 (Q1)	2.02 / 2.06	1.871	10.09% (+0.19)	―
Oct 31, 2024	2024 (Q4)	1.37 / 1.41	1.253	12.33% (+0.15)	―
Aug 01, 2024	2024 (Q3)	1.16 / 1.20	1.081	11.11% (+0.12)	―
May 02, 2024	2024 (Q2)	1.29 / 1.31	1.305	0.66% (<+0.01)	―
Feb 01, 2024	2024 (Q1)	1.80 / 1.87	1.613	15.96% (+0.26)	―
Nov 02, 2023	2023 (Q4)	1.20 / 1.25	1.107	13.18% (+0.15)	―
Aug 03, 2023	2023 (Q3)	1.03 / 1.08	1.03	5.00% (+0.05)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IT:1AAPL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	€182.42	€176.10	-3.46%
Jan 30, 2025	€228.05	€229.75	+0.74%
Oct 31, 2024	€208.52	€204.68	-1.84%
Aug 01, 2024	€203.64	€202.70	-0.46%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.