Apple Q3 2025 Earnings Recap: AI Momentum, China Growth & Record iPhone Sales

02/08/2025 16 min Temporada 1 Episodio 35

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Episode Synopsis

Apple Release Q3 2025 Earning on July 31,2025📢 Welcome back to Know What You Are Investing Podcast!In this episode, we unpack Apple’s Q3 2025 earnings — a quarter defined by AI acceleration, global growth, and impressive financial performance.🍏 Key Highlights:• Total Revenue: $94.04B (Up 9.6% YoY)• EPS: $1.57 (Beating estimates)• Record iPhone sales & Services revenue• AI takes center stage with Apple Intelligence rollout• Growth in China, India, South Asia, and the Middle East• $27B returned to shareholders in buybacks and dividends🤖 Apple Intelligence Goes DeepApple doubled down on AI — introducing over 20 AI features integrated across macOS, iOS, and iPadOS, including on-device models powered by Apple silicon. Apple is reimagining Siri, expanding visual and writing tools, and reinforcing privacy via Private Cloud Compute.📈 Mac & Services ShineM4 MacBook Air led a 15% YoY Mac growth, and Services hit $27.42B — an all-time record — with strong App Store and Cloud services momentum. Over 1B paid subscriptions now power Apple’s recurring revenue engine.🌏 China & Emerging Markets Bounce BackRevenue in Greater China grew 4% YoY, with iPhone strength and substantial Mac growth. Apple continues to diversify supply chains, shifting iPhone origin to India and ramping U.S. manufacturing.⚖️ Tariffs & Risks AheadDespite macro headwinds and $1.1B in expected tariff impacts next quarter, Apple remains confident in its innovation and supply resilience.🎧 Whether you’re an investor, tech follower, or Apple enthusiast — this breakdown gives you clarity on where the company is headed.📌 Subscribe now and stay updated as we continue decoding the world’s top companies.🔍 What they do🚀 How they grow📊 Why it matters

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