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Apple Reports 3Q 2025 Results: $23.4B Profit on $94B Revenue
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For everyone who complains why Apple doesn't focus on 'pro users' I present exhibit A
Mac is 8.6% and most of them are from laptop sales. Probably 2% at most is desktop sales on this chart(Apple used to report on desktop sales but they are so low they don't report on them and it's just combined in with Macbooks)
Mac is 8.6% and most of them are from laptop sales. Probably 2% at most is desktop sales on this chart(Apple used to report on desktop sales but they are so low they don't report on them and it's just combined in with Macbooks)
I… I was joking man. That was the joke exactly, that clueless people think innovation=design change. I thought imitating The President’s unique way of truthing would give that away.
It blows my mind that only iPhones can make this level of revenue. It’s nuts.For everyone who complains why Apple doesn't focus on 'pro users' I present exhibit A
Mac is 8.6% and most of them are from laptop sales. Probably 2% at most is desktop sales on this chart(Apple used to report on desktop sales but they are so low they don't report on them and it's just combined in with Macbooks)
You sound like you need an iTherapy Dog. I hear Apple is developing robots. Perhaps an Apple robotic iTherapy Dog would be just the thing for you.
I’m no accountant, but do tariffs increase the cost of good sold?
You Pose a good question
46.5% margin on hardware is terrific
I mean, some of the hardware has literally thousands of parts maybe right?
Manufacturing is difficult enough, but Apple truly has mastered it better than anybody on the planet I think.
The real concern is the Services growth.
I call it a concern because it’s a segment that has overarching goals that are fundamentally at odds with the historically product focused Apple.
Tariffs are a sales tax on consumers. In the US case, as far as I know, it shouldn’t increase manufacturing cost directly, but people buying Apple products will eventually pay a Trump Tax.
Tariffs are not a sales tax on consumers. Tariffs are paid by the companies who import the parts/goods, but those extra costs may or may not be passed onto consumers.
What I had been guessing was that Apple would have manipulated their supply chain and manufacturing to avoid as much of the tariffs as possible early on in Q2, but would get hit more by tariffs later in Q2. However, I also had been thinking that to manage this additional cost, Apple would just eat the extra cost initially (until the next product releases), which would lead to slightly decreased margins in Q2 yoy. However, it turns out margins actually went up.
To be honest, I don't really care what the margins were last quarter per se. I'm more interested in how much impact tariffs will have in Q3 product pricing, because that's when I'm going to buy a new iPhone 17 Pro Max. Will Apple eat the potential extra costs from tariffs in Q3 to keep iPhone 17 series pricing the same as last year's iPhone 16 series pricing, or will they pass on the extra costs to consumers by raising the prices of the iPhone 17 series iPhones? The caveat here is that I don't live in the US anyway, so technically, I should not be hit by those US tariffs, but if Apple raises the prices in the US, I could see them raising it elsewhere too.
And from that how much macbook air represents? and macbook air isnt a pro user focusFor everyone who complains why Apple doesn't focus on 'pro users' I present exhibit A
Mac is 8.6% and most of them are from laptop sales. Probably 2% at most is desktop sales on this chart(Apple used to report on desktop sales but they are so low they don't report on them and it's just combined in with Macbooks)
Apple hasn't for the iPhone so far, yet still managed to increase margins. So the question is whether Apple will need to raise prices on the iPhone in September or not. Some analysts do believe Apple will raise prices for the iPhone 17 series, but that's definitely not a consensus opinion.
But regardless, even if Apple does increase prices, that still doesn't really make tariffs a sales tax on consumers.
Do you own Apple stock? What is your direct economic interest in Apple? What are your specific complaints about Cook that in your experiences of running a large tech and consumer electronics companies tells you Cook should be fired? What kind of applicable business experience do you have? CEO? CFO? CTO? I would like to give your comment some credibility, but I can't find any reason to do so.
If a tariff is the direct cause of a price increased that is passed on to the retail consumer and isn't paid by the consumer until a retail purchase is made, how can you say it is not a sales tax? A price increase resulting from an import duty is a tax by any economic definition.
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Uh, wut? Tariffs are paid by the importer/manufacturer long before retail purchases are made by the consumer.
How do you explain your conclusion? A tariff is a tax, if a company passes any of it on to their customers and it is collected at the time of retail sale, it is a tax. If not what is it and how do you define an import duty if not as a tax? Your trying to split hairs or semantics as a basis for your statement that it is not a sales tax.
Tariff is paid by the importers and than the importer is paid by the consumer.
Petrol taxes are collected by the wholesaler when the shipment to a retail seller or importer is made. Applying your statement would mean they are not taxes paid by the consumer.
? Consumer sales taxes are taxes but not all taxes are consumer sales taxes of course.
You're playing fast and loose with the definitions to make your point. However, semantics are important here because your contention implies tariffs automatically mean a proportional price increase at the consumer level, but that simply isn't always the case.
Whether or not it is passed on in full or partial, it is a tax. The point is valid regardless. I should have said it is collected from the consumer at the time of retail sales. You are correct that it doesn’t meet a strict definition of a sales tax. Ultimately, the consumer pays.
