9to5Mac Daily Apple’s Q4 2025 earnings
6 snips
Oct 31, 2025 Tim Cook discusses exciting news about Apple's Q4 2025 earnings, revealing stronger-than-expected iPhone 17 demand. The company is gearing up for a record holiday quarter, promising significant revenue growth. There's intriguing news about enhancing Siri with more personalized features, expected in 2026. Plus, Cook hints at expanding AI partnerships beyond OpenAI to boost Siri's capabilities. This episode delves into the financial performance and future technology strategies that could reshape the Apple experience.
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Record Revenue And Strong Profitability
- Apple reported $102.5 billion revenue in Q4 2025 and beat expectations on several categories.
- Net income was $27.5 billion with a gross margin around 47% showing strong profitability.
Historic Holiday Quarter Guidance
- Apple expects its Q1 2026 (holiday) quarter to be the biggest in company history with revenue growth of 10–12%.
- Guidance implies roughly $138 billion total revenue and at least $76 billion in iPhone revenue.
iPhone 17 Demand Outpaced Supply
- Tim Cook said iPhone 17 demand is stronger than Apple expected, causing supply constraints for several models.
- Q4 results include only about two weeks of iPhone 17 sales, so holiday numbers will reveal true demand.
