This year was not easy for Apple. The company has encountered increasing pressure to improve its artificial intelligence, especially after the disappointing World Creator Conference (WWDC).
The PG problem led to rumors that Apple is considering buying outrage, but it did not happen. According to Reuters, the company is negotiating with Google about the use of Gemini AI to improve Siri.
Without Ai’s problem, the iPhone, which makes up an enormous share of Apple’s revenue, has not changed for many years, so Apple customers would not want to renew.
However, everything is revolving, and Apple has received great news lately. Google will be able to continue to pay $ 20 billion a year to keep Safari’s default search engine.
31 July (Aapl) reported the results of his 2025 fiscal third quarter.
During a profit call, Tim Cook said the iPhone’s revenue was $ 44.6 billion, ie 13% more than a year ago, adding that this growth was caused by the “incredible popularity of the iPhone 16 family.
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Total income 94 billion dollarsincreased by 10% per year
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General margin $ 43.7 billionincreased by 10% per year
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Net income $ 23.4 billionincreased 9% per year
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Profit per share (EPS) $ 1.57Compared to $ 1.4 $ 2024. In the third quarter
“We are very excited about our record -breaking business results in June, which made EPS 12 percent,” said Apple CFO Kevan Parekh.
“Our active device base has also reached a new top of all time in all product categories and geographical segments, thanks to our very high level of customer satisfaction and loyalty,” Parekh continued.
September 9th. Apple has released a new iPhone 17 line and a new iPhone Air. The company also released new versions of watches and Airpods with improved features.
“The new iPhone 17, iPhone 17 Pro and iPhone 17 Pro Max now start at 256GB of memory, twice the previous generation storage. Apple says the same price is offered to these devices as the previous generation, Thestretet.
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Of all the products and features that stand out, the AirPods 3 is a direct translation. It reminds me how close we can create a universal translator from Star Trek. We will see how well they hit the shelves on September 19th.
With the launch of the latest iPhone line, Bank of America analyst Wamsi Mohan and his team updated their views on Apple’s shares.
Analysts said their Apple’s purchase rating was based on a likely strong iPhone update cycle in 2025 and 2026 fiscal years, greater growth in service revenue, higher margins from more internal silicon, continuous return on capital and risk.
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Weaker iPhone cycle for the risk of consumer spending
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Weaker trajectory of the nearest services
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IPad/Mac computers returning to pre -covid levels
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Stronger dollar
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Antitrust lawsuits
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Potential trading conflicts, rates
Upper risks include:
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Stronger Sales of Pro iPhone Models
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Potential new products (or/VR) and services
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Stronger than expected iPhone cycle
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Tail winds from lower memory costs
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Faster than expected in recovery in developing markets
Mohan repeated the purchase rating and the target price of $ 270, based on its $ 32 of $ 8.40 per share ivory-$ 8.40 per calendar year compared to the five-year historic range of 16 to 34 (27).
He stated, “We believe that at the higher end of the historic range is justified, taking into account the multi -year upgrade cycle, high cash balance and the ability to diversify new final markets with increasing variety of services and services.”
Related: Agency Ai already has a major impact on jobs at the leading technology company
This story was initially reported by Thestretet in 2025. September 11, where she first appeared in the Technology Business News Department. Add TheStret as the desired source by clicking here.