Mobile phones, as a AI represents it-the breakthrough is still missing for Apple’s AI functions. (Symbol image: Freepik, Rashidaffan786)
Cupertino-The excitement around the China-Ki Deepseek has pulled down the market course from Nvidia or Microsoft-Apple increased on the same day. Now the Apple share was in the downward trend beforehand, and the iPhone Group lags behind when the AI is after AI. Today Apple presents its quarterly report.
The red lantern 2025 under the Magnificent 7 was on until the Deepseek-Crash Apple: After recovery this week, the share is at a minus of 3.84 percent in 2025-probably a reaction to weak iPhone sales. The paper noted yesterday at $ 239.45.
Apple depends on the iPhone sales-in China it has been declining for several quarters. From July to September (4th quarter) still exceeded expectations when it comes to sales and profits per share. However, net profit collapsed, also because of a billion dollar penalty in the EU.
No breakthrough on AI and VR – the highlight of the cycle exceeded?
Another problem: Apple’s hyped Innovations do not ignite. Experts rate the AI advance with Apple Intelligence as little outstanding. And the Pro Headset Vision is too expensive for a mass product, and the app range is disappointed-the VR glasses are anything but a must-have.
“2024 was another year in which Apple was unable to launch a new product line”, underlines analyst Jamie Macewan from the research house Enders Analysis. Voices become louder that Apple’s top products have exceeded the highlight of their cycle.
Integration of Musks Starlink-difficult China market
After all, Apple now has Elon-Musks Satellite Network Starlink made available for iPhones. The cooperation with SpaceX and T-Mobile is intended to do users regardless of the mobile network. You can build data connections and do not have to align the cell phone exactly to the satellite.
Apple’s fate is also located in China, where a lot of hardware is still being built. The People’s Republic is also an important sales market. Vivo and Huawei conquer there observer Market shares, iPhone sales are under pressure, new AI functions in China are not released.
Danger from Trump’s tariffs – opportunities and risks of Apple
Apple’s supply chains to East Asia are very endangered by Donald Trump’s customs plans. Already in his first presidency, CEO Tim Cook was able to avert punitive tariffs to iPhone and Co. Now the Apple boss is looking for Trump’s closeness again, donated for the inauguration.
Conclusion: The comprehensive, integrated ecosystem from devices and applications speaks for the iPhone group. But growth in classic products is a challenge, the geopolitical risks are great and regulatory authorities worldwide are targeting Apple.
Profit and sales: forecasts by the market observer
The Apple result per share is likely to increase in the quarter from October to December 2024: The mean estimate of 32 analysts is around $ 2.35 according to finanzen.net. In the previous quarter, the result was around $ 0.97, around $ 2.18 in the previous year.
When it comes to sales, the experts expect an increase. The forecast for the reporting quarter is around $ 124.26 billion. This is above the $ 94.93 billion in the previous quarter of the previous year in the previous quarter and $ 119.58 billion. The financial year ends on September 30th.
Disclaimer:
All information without guarantee for completeness, correctness and topicality. The text does not represent a trade recommendation or investment advice.