Two of the market's bellwethers released their numbers after the closing bell, and the message to anyone with exposure via SIPPs, ISAs or tech-heavy pensions was clear: cash flows from cloud and services are doing the heavy lifting even as the AI euphoria invites bubble chatter. Amazon.com Inc's (NASDAQ:AMZN) shares leapt around 10% to 13% in late trading after a strong beat, led by a sharp re-acceleration at Amazon Web Services, where sales rose 20% year on year to $33 billion, the fastest pace in nearly three years.
Tech giants Apple and Amazon have defied industry predictions with better-than-expected financial results.
Apple painted a picture of a resilient U.S. consumer heading into the holidays in its Q4 earnings. On Thursday (Oct.
Apple Inc. ( AAPL ) Q4 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Suhasini Chandramouli - Director of Investor Relations Timothy Cook - CEO & Director Kevan Parekh - Senior VP & CFO Conference Call Participants Erik Woodring - Morgan Stanley, Research Division Benjamin Reitzes - Melius Research LLC Michael Ng - Goldman Sachs Group, Inc., Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division Wamsi Mohan - BofA Securities, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division David Vogt - UBS Investment Bank, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Atif Malik - Citigroup Inc., Research Division Richard Kramer - Arete Research Services LLP Presentation Suhasini Chandramouli Director of Investor Relations Good afternoon, and welcome to the Apple Q4 Fiscal Year 2025 Earnings Conference Call. My name is Suhasini Chandramouli, Director of Investor Relations.
We???re still up from early Monday, except for the small-cap Russell 2000, which has taken it on the chin over the past two sessions.
While many of the largest tech companies race to build massive data centers for their artificial intelligence ambitions, Apple is taking a more modest approach. In its fiscal 2025, which ended in September, Apple spent $12.72 billion on capital expenditures.
Although the revenue and EPS for Apple (AAPL) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Apple (AAPL) came out with quarterly earnings of $1.85 per share, beating the Zacks Consensus Estimate of $1.73 per share. This compares to earnings of $1.64 per share a year ago.
Apple is on a record-setting streak.
The outlook comes as Cook said the company struggled to meet demand for several iPhone 17 models and some older iPhone 16 models during its just-ended fiscal fourth quarter.
Dan Ives, Wedbush, and Patrick Moorhead, Moor Insights, joins 'Closing Bell Overtime' to talk Apple quarterly results.
Apple Inc (NASDAQ:AAPL, ETR:APC) on Thursday reported fourth-quarter earnings that exceeded Wall Street expectations, as strong iPhone sales and record services revenue helped the tech giant post another quarterly milestone. For the quarter ended September 28, Apple reported revenue of $102.47 billion, slightly above analysts' estimate of $102.19 billion, marking an 8% increase from a year earlier.