What is expected from Apple’s earnings call on 1 May as tariff

Aman Tech
4 Min Read
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Apple will report your income results for the second quarter of its 2025 financial year Thursday, May 1 Pacific time at 1:30 pm. Apple CEO Tim Cook and CFO Kevan Parekh will discuss the results on a conference call with analysts after half an hour later.

Keep reading for some major things to learn about the quarter, including recurrence of new products, revenue expectations, and more.

New products during quarter

According to Apple’s fiscal calendar, the quarter lasted from 29 December 2024 to March 29, 2025. The following products launched during this period:

  • iPhone 16E
  • IPad Air Model with M3 Chip
  • IPad model with a16 chip
  • McBook Air Model with M4 Chip
  • M4 Max and M3 Ultra Chips Mac Studio Model
  • Powerbeats Pro 2
  • A new magic keyboard for iPad Air, Black Unity Sport Loop, 3.5 mm audio cable from USB-C, and more, and more, and more, and more

Revenue expectations

Apple has not provided formal revenue guidance before the Covid-19 epidemic, but the average wall street estimate for Apple’s second quarter revenue is $ 94.1 billion, according to data compiled by the data compiled by Yahoo financeThis will increase by about 3.5% in revenue of $ 90.8 billion that the company reported in the quarter before the year.

This will suit the approach that Parekh provided on the last quarter income call:

[…] We hope that the revenue of our March quarter total company will increase to the middle of mid -single digits.

Conference call

Cook and Parekh will hold a conference call at Pacific time at 2:00 pm on May 1 to discuss the company’s quarterly income results. The call should last an hour around, and it will include a question -answer section with analysts.

A live audio stream of conference call will be available Apple’s investor relationship pageAnd a recording will be available during the day for the later replay.

Investors will be listening to any comment that can provide about cook and parakh tariffs.

What’s next: tariff

Apple’s current quarter runs from 30 March to 28 June, and the company has not yet announced any new product during this period.

US President Donald Trump announced last week that the US would impose standing tariffs on imported products from China and several other countries starting on 9 April. Apple will be affected by this decision, as it still collects most iPhones in China, despite expanding production in countries like India. China will be subject to 54% tariff, and Trump has threatened the country with additional tariffs. Apple can increase prices due to tariffs, but the company may find creative ways to offset additional costs.

Tariffs may promote the revenue of the third quarter of Apple, as some customers are allegedly nervous before the possible price increase. However, the fourth quarter can be more difficult than normal for Apple.

Apple’s shares are trading at around $ 184 as writing, below the 52-week high $ 260.

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