Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.

MacRumors

macrumors bot
Original poster
Apr 12, 2001
66,677
36,017


Apple plans to hold its first earnings call of 2025 on Thursday, January 30, according to the company's Investor Relations website.

Apple-Logo-Cash-Feature-Yellow.jpg

During the call, Apple CEO Tim Cook and new chief financial officer Kevan Parekh will provide insight into Apple's performance during the 2024 holiday quarter spanning from October to December. Apple's Q4 2024 earnings call was the last for former Apple CFO Luca Maestri, who has now transitioned to a new role as vice president of corporate services.

In the fourth quarter of 2024, Apple released new iPad mini, Mac mini, MacBook Pro, and iMac models, so we will get our first look at how these devices performed, as well as some insight into Apple device sales during the holiday period.

Apple in Q1 2024 posted revenue of $119.6 billion and net quarterly profit of $33.9 billion. Apple said last quarter that revenue is expected to grow low to mid single digits year-over-year.

Apple's earnings call will take place at 2:00 p.m. Pacific Time on the 30th, just after the company's Q1 2025 earnings release.

Article Link: Apple to Hold Q1 2025 Earnings Call on January 30
 
This might be a rough one. Even with tons of profit the market might not like the headwinds.
The headwinds, though, are already well-known by the “market” at this point. The day of the earnings release could be up, down, or flat. Any single-day market reaction is unpredictable. But that’s a super short-term reaction. Long-term, though, the already well-known headwinds should be baked-in at this point.

(Unless, of course, there is something entirely-unexpected that will be announced or will happen.)

But we know of the sales issues in China. We know about possible future tariffs (and the likelihood of those tariffs actually happening as publicly-planned). We know that the Apple Vision Pro probably isn’t doing so well. We know about the future product releases. We know a lot. The market knows a lot.
 
Last edited:
Well… this sums it up pretty nice when referring to Apple’s product releases of 2024. I hope their quarterly results are as big as their product releases.

I didn't bother to watch because any analysis of Apple's products in 2024 that doesn't recognize how awesome the M4 chip is doesn't deserve watching. Doing this chip alone makes the year a stunning success.

There was also some very good hardware. The Mac mini is an industry changing product release. It lays the ground work for near domination of the laptop space once the M4 MBA is released. The Air Pods with noise cancellation are and the Air Pods Pro were improved. The Apple Watch was significantly improved dealing with basically the one bad feature of all prior Apple Watches which is they were too thick. iPad got the M4 chip and better as a laptop replacement with significantly improved keyboard extension. The entire lineup of computers got RAM bump that was much needed (yes should have been done years ago, but it was basically a $200 price cut that Apple did across its lineup despite the inflation challenges of 2022 and 2023). This was refinement of the highest level with deep tech improvement in the underlying silicon with the M4 chip that can't be touched by competitors. It was a very good year for Apple.
 
I didn't bother to watch because any analysis of Apple's products in 2024 that doesn't recognize how awesome the M4 chip is doesn't deserve watching. Doing this chip alone makes the year a stunning success.

There was also some very good hardware. The Mac mini is an industry changing product release. It lays the ground work for near domination of the laptop space once the M4 MBA is released. The Air Pods with noise cancellation are and the Air Pods Pro were improved. The Apple Watch was significantly improved dealing with basically the one bad feature of all prior Apple Watches which is they were too thick. iPad got the M4 chip and better as a laptop replacement with significantly improved keyboard extension. The entire lineup of computers got RAM bump that was much needed (yes should have been done years ago, but it was basically a $200 price cut that Apple did across its lineup despite the inflation challenges of 2022 and 2023). This was refinement of the highest level with deep tech improvement in the underlying silicon with the M4 chip that can't be touched by competitors. It was a very good year for Apple.

Um what?
 
Yep. The M4 mini will change the desktop industry (though more like restore a somewhat stagnate market). The base model is so cheap that folks who are laptop users are getting the M4 mini just so they can not bother with plugging in their fully functional laptop into the monitor and keyboard that they really want to use. That is changing the way people use and buy computers. It also provides what would have been considered basically "pro" level performance just a few years ago in many use cases. So $599 gets you into a quasi-pro level desktop that also has excellent design. Incredible.

The small form factor shows that there won't be any issue using the M4 chip in the fanless MBA (though maybe the iPad already showed that). The MBA with an M4 chip is going to rock and Apple is going to be able to sell it for the same price they've always sold the MBA, even with the 16gb of RAM (which means missing out on that $200 RAM upgrade that many folks bought). That price part we weren't sure about until the mini dropped at $599.
 
Yep. The M4 mini will change the desktop industry (though more like restore a somewhat stagnate market). The base model is so cheap that folks who are laptop users are getting the M4 mini just so they can not bother with plugging in their fully functional laptop into the monitor and keyboard that they really want to use. That is changing the way people use and buy computers. It also provides what would have been considered basically "pro" level performance just a few years ago in many use cases. So $599 gets you into a quasi-pro level desktop that also has excellent design. Incredible.

The small form factor shows that there won't be any issue using the M4 chip in the fanless MBA (though maybe the iPad already showed that). The MBA with an M4 chip is going to rock and Apple is going to be able to sell it for the same price they've always sold the MBA, even with the 16gb of RAM (which means missing out on that $200 RAM upgrade that many folks bought). That price part we weren't sure about until the mini dropped at $599.

It really won't. Last i heard the Mac was actually losing share of the PC market. The bold parts are crazy hyperbole.

The Mini is a nice computer it's good value, relative to the rest of Apple's line up. The redesign is nice but the the previous Mini was similar in value terms.
 
It really won't. Last i heard the Mac was actually losing share of the PC market. The bold parts are crazy hyperbole.

The Mini is a nice computer it's good value, relative to the rest of Apple's line up. The redesign is nice but the the previous Mini was similar in value terms.
The previous Mac Mini models and the current Mac Mini models are not similar in value terms. Well… I guess they would depend on your definition of similar. But a Mac Mini M2 with 16GB of memory would have cost $799 just a few months ago. Today a Mac Mini M4 with 16GB of memory costs $599. That’s a significant difference in value. (16GB vs 16GB) it’s now 25% less expensive than it was just two months ago. (Plus, now an M4 instead of an M2.)
 
Last edited:
This might be a rough one. Even with tons of profit the market might not like the headwinds.

Market isn’t going to be heavily impacted for another quarter or two yet.

Depends how people are spending due to the proposed tariffs being implemented. Appetite for risk and credit is likely to decline.

I’m getting a Wyle E Coyote falling off a cliff sort of sound.
 
  • Like
  • Haha
Reactions: artifex and mvdrl
I didn't bother to watch because any analysis of Apple's products in 2024 that doesn't recognize how awesome the M4 chip is doesn't deserve watching. Doing this chip alone makes the year a stunning success.

There was also some very good hardware. The Mac mini is an industry changing product release. It lays the ground work for near domination of the laptop space once the M4 MBA is released. The Air Pods with noise cancellation are and the Air Pods Pro were improved. The Apple Watch was significantly improved dealing with basically the one bad feature of all prior Apple Watches which is they were too thick. iPad got the M4 chip and better as a laptop replacement with significantly improved keyboard extension. The entire lineup of computers got RAM bump that was much needed (yes should have been done years ago, but it was basically a $200 price cut that Apple did across its lineup despite the inflation challenges of 2022 and 2023). This was refinement of the highest level with deep tech improvement in the underlying silicon with the M4 chip that can't be touched by competitors. It was a very good year for Apple.
And this year we will see the next generation from Qualcomm. Their first attempt to dethrone Apple already beat the M3 in many ways. Wait till their next generation arrives. Apple already lost to Qualcomm in speed with their A 18 pro chips while the next snapdragon comes in February and we have to wait 9 months for the A19 pro chip.

It’s going to be an interesting year. I don’t see some headwinds but a storm coming.

We will see 😊
 
I’m very curious how Timmy will spin this off. He can’t tell it’s due to bad economics in chine as other brands soar.




 
The previous Mac Mini models and the current Mac Mini models are not similar in value terms. Well… I guess they would depend on your definition of similar. But a Mac Mini M2 with 16GB of memory would have cost $799 just a few months ago. Today a Mac Mini M4 with 16GB of memory costs $599. That’s a significant difference in value. (16GB vs 16GB) it’s now 25% less expensive than it was just two months ago. (Plus, now an M4 instead of an M2.)

I mean $200, Apple charge you that to add an extra 256gb of storage.

Again, I was talking relative to the rest of the PC market, most other vendors weren't shipping $1600 notebooks with 8gm RAM so Apple have brought themselves into line with what is on offer elsewhere.
 
  • Like
Reactions: HJM.NL
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.