Apple Inc. (AAPL)
Apple: Not Worth Buying At Such A Rich Valuation
Apple reported record revenue and EPS for fiscal Q1-2025, which beat estimates. Still, the results weren't groundbreaking relative to the stock's rich valuation, leading me to maintain a 'Hold' rating. Despite a 0.8% decline in iPhone sales, Services revenue grew 14%, contributing more to overall profitability with higher gross margins. AAPL's valuation at a P/E ratio of ~39x is high, leaving limited room for significant gains and suggesting potential for valuation contraction.
Apple: The AI Supercycle Goes Missing
Apple delivered better-than-expected Q1 2025 results, but iPhone revenue growth turned negative, ending the AI supercycle narrative. Despite strong free cash flow and shareholder returns, Apple's premium valuation is unjustified, given its stagnant growth and lack of a clear needle-mover product. Amid currency headwinds, Apple's leadership provided mixed forward guidance - low to mid-single-digit revenue growth - for Q2 FY2025, reinforcing my dim view of Apple's growth trajectory.
Apple posts earnings beat, but iPhone sales fall short
Top US automakers Ford (F) and General Motors (GM) are facing possible pressures from the Trump administration over proposed tariffs that could hit auto imports from North American neighbors Mexico and Canada. Ford CEO Jim Farley sits down with Yahoo Finance senior autos reporter Pras Subramanian at the Charlotte Motor Speedway for a conversation on the company's manufacturing outlook in response to these challenges.
Apple: Q1 Earnings Proved Why Being Bearish Is Crazy
Apple remains highly profitable, generating $2.76 billion in weekly pure profit, making bearish theories hard to justify. Services segment shows strong growth, projected to exceed $100 billion in revenue for fiscal 2025, enhancing Apple's ecosystem. Despite risks like trade wars and antitrust issues, Apple's consistent profitability and aggressive buybacks make it a valuable long-term investment.
Apple Tops a Billion Subscribers as Services Climb to Record Revenue
Go figure. Apple reports flat sales for Q4 on its flagship product and Wall St. applauds. But that's what happened Thursday (Jan. 30) as the company reported record overall revenue and a positive impact so far on iPhone sales from Apple Intelligence.
Apple Says It's Seeing More iPhone Upgrades Than Ever With Apple Intelligence Rollout
More iPhones were upgraded during Apple's (AAPL) fiscal first quarter than any previous period, CEO Tim Cook said on the company's earnings call Thursday.
How Apple pulled off a major feat that offset its big China miss on iPhones
The real star of the show was Apple's services business, with revenue growth of 14% and gross margins of 75%.
Apple Inc. (AAPL) Q1 2025 Earnings Call Transcript
Apple Inc. (NASDAQ:AAPL ) Q1 2025 Earnings Conference Call January 30, 2025 5:00 PM ET Company Participants Suhasini Chandramouli - Director, Investor Relations Tim Cook - Chief Executive Officer Kevan Parekh - Chief Financial Officer Conference Call Participants Erik Woodring - Morgan Stanley Ben Reitzes - Melius Michael Ng - Goldman Sachs Amit Daryanani - Evercore Wamsi Mohan - Bank of America Samik Chatterjee - JPMorgan David Vogt - UBS Krish Sankar - TD Cowen Richard Kramer - Arete Research Atif Malik - Citi Ben Bollin - Cleveland Research Company Suhasini Chandramouli Good afternoon, and welcome to the Apple Q1 Fiscal Year 2025 Earnings Conference Call. My name is Suhasini Chandramouli, Director of Investor Relations.
Apple CEO Tim Cook promises iPhone sales will rebound after AI features were slow to roll out
iPhone sales and China revenue for the holiday quarter were weak due to stiff Chinese competition.
Cook points to 'fiscal stimulus' after Apple suffers steepest China sales decline in a year
When Apple reported its December quarter earnings on Thursday, it revealed that China sales had dropped 11.1% on an annual basis. Cook told analysts that over half of the decline was due to inventory issues.
Compared to Estimates, Apple (AAPL) Q1 Earnings: A Look at Key Metrics
The headline numbers for Apple (AAPL) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Report: Amazon and Apple Considering Increasing Ad Spending on X
Amazon and Apple are reportedly considering increasing their ad spending on social media platform X.
