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Apple revenue guidance tops estimates on booming iPhone, Mac demand

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Why This Matters

Apple's optimistic revenue guidance and strong sales across its product lines highlight its resilience and continued growth in the tech industry, even amid supply chain challenges. The company's strategic focus on expanding services and high-margin products underscores its shift towards sustainable revenue streams, benefiting consumers through innovation and stability. These developments signal a robust outlook for Apple's market position and influence on industry trends.

Key Takeaways

Apple CEO Tim Cook holds up a new iPhone 17 Pro during an Apple special event at the company's headquarters in Cupertino, California, Sept. 9, 2025.

Apple issued a better-than-expected revenue forecast for the current period after beating on sales and earnings in the fiscal second quarter. The stock rose about 5% in extended trading.

Sales for iPhones missed estimates for the second time in three quarters, the only significant number that came up short of expectations in Thursday's report.

Here's how the company did compared to analyst estimates, according to LSEG consensus.

EPS: $2.01 vs. $1.95

$2.01 vs. $1.95 Revenue: $111.18 billion vs. $109.66 billion

Wall Street is also looking at these key areas:

iPhone revenue: $56.99 billion vs $57.21 billion expected

$56.99 billion vs $57.21 billion expected Mac revenue: $8.4 billion vs. $8.02 billion expected

$8.4 billion vs. $8.02 billion expected iPad revenue: $6.91 billion vs. $6.66 billion expected

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