Mac OS Ken AAPL Analysts Pre-Game 2Q Earnings - MOSK: 04.29.2025
Apr 29, 2025
Analysts weigh in on Apple's upcoming earnings, predicting how tariffs might shape strategies and hinting at a shift to Indian production. Exciting new products are on the horizon, including the Insta360 X5 camera with stunning 8K capabilities. The podcast also highlights the vibrant color refresh of the Beats Pill speaker and celebrates Apple TV Plus's recent BAFTA craft award wins. Stay tuned for the latest OS updates and insights into privacy protection on your Mac!
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Shifting Production to India Helps Apple
- Shifting iPhone production to India may absorb a 20% tariff and remain cheaper than making phones in the U.S.
- Tariff threats may have boosted recent Apple revenue growth as consumers rushed to buy early.
Tariffs Spark Early Apple Sales
- Apple may report a 5.5% revenue growth for Q2, beating its guidance, helped by tariff anticipation.
- Investors view Apple's earnings resilience and proven downturn protection as key despite uncertainty.
Tariff Clouds Over Apple Revenue
- Tariff uncertainty poses a major risk to Apple's revenue, potentially causing 2-20% declines this fiscal year.
- Analysts urge looking beyond short-term setbacks to Apple's large iOS ecosystem and strong services business.