Executive Director of the Apple Tim Cook welcomes former President Barack Obama to the Inauguration of US President Donald Trump at the US Rotund Capitol in Washington, DC, January 20, 2025.
Julia Demaree Nikhinson | Getty Images
Apple Reports on earnings in December on Thursday after the bell.
December is Apple’s Apple biggest in the year, partly because of the holiday season, and also because it is the first all the quarter of the new iPhone sales.
Although analysts are not concerned about the performance of the company in December, many of them will look for Apple signaling about how his March is shaking.
Data on the supply chain data suggest that Apple’s sales in China are weak and Apple Intelligence, a companical package of artificial intelligence features, is not yet available in Chinese.
“In particular, the demand for the iPhone 16 is not intensified by the introduction of iOS 18 and its features gene AI. In fact, paradoxically, somehow demand is actually softer,” wrote analyst Capital Capital Capital in Ananda Baruah in the note earlier this month, lowering Apple for posture. . “We are looking for iPhone units again that should refuse for the fourth year in a row.”
Apple does not publish its unit and does not provide traditional guidelines. The new Chief Financial Director Kevan Parekh, who took the role at the beginning of this month, is likely to give investors a few information on Thursday calls, which analysts can use analysts to assess earnings on the share and revenue for Apple’s success in March in a quarter.
LSEG estimates that Apple’s revenue will grow on an annual basis to about $ 3.8% to $ 124.13 billion. Apple said in October that he expects a “low to middle single” sales growth during the quarter.
One of the biggest things that analysts will observe is if Apple’s sale of continental China suggests that consumers in the country move their preferences with locally made and designed devices.
“We believe that the main driver of the growing competition on the smartphone market is a consequence of the increasing preferences of domestic brands in China,” wrote analyst Goldman Sachs Michael NG in the note on January 23.
One bright point for Apple could be its service that includes products in the range of device guarantees to Apple TV+ Streaming. Barclays analysts said in a note earlier this month These services could grow as much as 14% on an annual basis, which could compensate for the lower sales of the iPhone.
Apple is expected to be questioned because of its plan for Trump’s proposed tariffs And his Overall AI strategy.
Here’s what to expect from Apple in December, by assessing the consensus LSEG:
- Earnings per share: $ 2,35
- Income: 124,13 billion USD
Analysts are expecting guidelines for March of $ 1.66 earnings per share at $ 95.46 billion in revenue.
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