9to5Mac Daily AAPL earnings, big App Store changes
May 2, 2025
Apple's recent earnings report showcases a staggering $95.4 billion in revenue, with a record high in service margins. Tim Cook discusses delays in personalized Siri features and the $900 million impact of Trump’s tariffs. Excitingly, significant updates to the App Store now allow links to external payment options, directly affecting apps like Spotify. These changes promise to enhance user experience and give consumers more freedom in their app choices while highlighting the ongoing evolution of Apple's marketplace.
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Apple's Strong Q2 2025 Performance
- Apple's Q2 2025 revenue reached $95.4 billion, beating expectations with 5% growth year-over-year.
- Services gross margin hit a record high of 75.7%, showing strong profitability in that segment.
Tariffs Impact and Supply Shift
- Apple will face about $900 million extra costs next quarter due to import tariffs if policies remain unchanged.
- Most iPhones sold in the U.S. in June will come from India, while iPads and Macs will come from Vietnam to reduce tariffs.
Delay of Personalized Siri Features
- Apple's personalized Siri features are delayed as they're taking longer to meet quality standards.
- The company is making progress and plans to release these features within the coming year.
