MacDailyNews presents live notes from Apple’s Q125 conference call

MacDailyNews presents live notes from Apple’s Q125 Conference Call with analysts starting at 2pm PT / 5pm ET today, January 30, 2025.

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Apple’s live conference call webcast will begin at 2pm PT / 5pm ET here.

Apple today posted quarterly revenue of $124.3 billion, up 4 percent year over year, and quarterly diluted earnings per share of $2.40, up 10 percent year over year.

For the quarter, analysts’ consensus estimates (per FactSet) called for Apple to report revenue of $124.3 billion and EPS of $2.35, both of which Apple beat.

Live notes in reverse chronological order:

• Enterprise continues to expand use of Apple products
• Over 1 billion subscriptions across Apple platforms
• Transacting and paid accounts both hit new all-time highs
• Services – all-time revenue record of $26.340 billion (vs. $23.117 billion YoY)
• 94% Apple Watch customer satisfaction
• Wearables, Home and Accessories – $11.747 billion (vs. $11.953 billion YoY)
• 96% iPad customer satisfaction
• iPad – $8.088 billion (vs. $7.023 billion YoY)
• 94% Mac customer satisfaction
• Mac – $8.987 billion (vs. $7.780 billion YoY); incredible broad-based growth
• 96% iPhone customer satisfaction
• iPhone – $69.138 billion (vs. $69.702 billion YoY); Apple grew in the majority of markets the company tracks
• Earnings per share of $2.40 was also a new quarterly record, up 10 percent year over year
• 46.9% gross margin, up 70 basis point sequentially
• Apple now has and install base of over 2.35 billion active devices
• Kevan Parekh: Proud to report all-time revenue record of $124.3 billion

• Cook: Apple technology is enriching our customers’ lives
• Apple Retail Store footprint continued to grow during the quarter
• June 27th: “F1” movie premieres starring Brad Pitt
• Apple TV+ debuted the second season of “Severance” this month
• Services – all-time revenue record of $26.340 billion (vs. $23.117 billion YoY)
• Cook promotes Apple Vision Pro
• Cook talks about Apple Watch Series 10 benefits
• Wearables, Home and Accessories – $11.747 billion (vs. $11.953 billion YoY)
• iPad – $8.088 billion (vs. $7.023 billion YoY)
• Cook: “Every product in the Mac lineup offers something extraordinary”
• Mac – $8.987 billion (vs. $7.780 billion YoY)
• Cook touts iPhone 16 lineup
• iPhone – $69.138 billion (vs. $69.702 billion YoY)
• “An even more capable Siri” is coming in the future (unspecified)
• In April, Apple Intelligence will come to many more languages
• Cook promotes those Apple Intelligence features that have been released so far
• Apple now has over 2.35 billion active devices install base
• Services set new all-time quarterly record
• Earnings per share of $2.40 was also a new quarterly record, up 10 percent year over year
• Apple today reports best quarter ever, with revenue of $124.3 billion, up 4 percent YoY
• Cook acknowledges the devastating fires that took place in Los Angels earlier this month; Apple is contributing to relief efforts.

• Conference call begins.

• AAPL After hours: -4.00 (-1.68%) to $233.59 @ 4:58:54 PM EST
• AAPL After hours: -3.33 (-1.40%) to $234.26 @ 4:57:30 PM EST
• AAPL After hours: -1.69 (-0.71%) to $235.90 @ 4:56:03 PM EST
• AAPL After hours: -1.14 (-0.48%) to $236.45 @ 4:54:11 PM EST

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