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Apple (AAPL) released results for its fiscal third quarter, revealing earnings of $2.02 per share (vs. estimates of $1.80) and revenue of $109.42 billion (vs. estimates of $108.85 billion). The stock is ticking lower in Thursday's after-hours trading. Asking for a Trend Host Josh Lipton dives into Apple's earnings figures.
Diversification is arriving as legacy revenue weakens faster
Higher production costs, weakening Apple modem demand and lower-margin data-center programs pressured Qualcomm's outlook.
Investors are weighing expected double-digit revenue growth against margins, component costs and Apple's new device-leasing strategy.
Qualcomm Stock Hit by Weak Guidance, Apple Modem Business Slows
One manufacturing bottleneck is becoming a crucial battleground
Apple Inc. (NASDAQ:AAPL) may not be building the world’s most advanced artificial intelligence models, but Dan Ives believes it could still become one of the biggest consumer AI winners. Speaking on The Real Eisman Playbook, the veteran tech analyst argued that Apple’s greatest advantage isn’t competing with OpenAI, Anthropic or Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google on foundation models—it’s owning the devices through which billions of people will eventually access AI. The Consumer
Don't be surprised to hear a goodbye message from Cook on Apple's earnings call Thursday. Investors may also hear from Cook's successor, Ternus, currently Apple’s senior vice president of hardware engineering. While Ternus spoke briefly on Apple's earnings call in April, Cook and Chief Financial Officer Kevan Parekh still ran the show.
SCHD built its reputation on strict dividend screening, but that same rulebook quietly locked out the stocks that dominated the last five years. One Fidelity fund found a way around that constraint, and the performance gap it opened may change where your next contribution lands.
Amazon stock was on the rise, up 4.8%, while Apple stock struggled, falling 1.8%, before both companies released quarterly results. The pair of Magnificent Seven companies are following Microsoft and Meta's earnings prints, which garnered very different stock reactions.
Munster said the bigger question beyond Apple's September-quarter guidance is whether the company can convince investors that it has the capabilities to compete in AI.
Late Berkshire Hathaway Vice Chair Charlie Munger believed one of life’s biggest mistakes was trying to change people. It was a lesson he applied to marriage, business and investing alike—and one he appeared to live by. "If you want to...
Apple stock is just two days removed from an all-time closing high. Numerous price hikes across Apple products will likely boost revenue and earnings over the next six to 18 months, the firm argues, but these fundamentals appear baked in to the stock. "The tactical setup into earnings is neutral/tougher as it requires zero blemishes across the board," Erik Woodring, an analyst at Morgan Stanley, wrote in a research note last week.
Investors are focused on guidance, AI and tariff-related commentary.
Apple isn't a particularly volatile stock, and that will likely hold true after Thursday's earnings report. The stock hasn't swung by more than four percentage points after earnings since May 2024, even after some stellar results. A year ago, Apple beat estimates for earnings per share by 9.1%, and shares slipped 2.5% in response.
Qualcomm's (QCOM) fiscal Q3 results were mostly in line, but margin pressures and custom silicon unc
Every technology boom produces its own version of a gold rush. The challenge isn’t figuring out which innovation will change the world. It’s figuring out whether everyone is building too much, too fast. Billionaire entrepreneur Mark Cuban knows how quickly...
Apple stockholders can use options to help manage their position through earnings.
Apple's earnings report comes days after the company launched Apple Upgrade in the U.S.—a program that BofA Securities says could improve affordability for consumers and help the company wrestle some control from wireless carriers. As part of Apple Upgrade, customers now have one- or two-year leasing options for iPhones and Apple Watches, and two- or three-year options for Macs and iPads. Apple has long offered trade-ins and financing plans, but "the new structure packages those familiar mechanics into a broader platform spanning major hardware categories," wrote Wamsi Mohan, an analyst at BofA.
Apple Inc.‘s incoming CEO John Ternus said he plans to build on the company’s growth in entertainment services when he takes over leadership of the iPhone maker in September. On Tuesday, speaking on the red carpet at the premiere of...
Intel’s EMIB technology has reportedly drawn interest from Nvidia for a future processor combining four graphics chips in a single package.
Here are some themes investors will be looking at when Apple reports earnings this afternoon: Will memory costs take a bite out of profits? Analysts are projecting Apple’s product gross margins will come in at 36.
Qualcomm CFO Akash Palkhiwala said the company expects Apple-related revenue to decline by roughly 50% sequentially from the fourth quarter to the first quarter.
Apple and Amazon both report on July 30, and they are running opposite playbooks heading into earnings night. Understanding which approach fits your portfolio could change how you position before the bell rings.
The most expensive line in any contract is usually the one that activates when you do nothing at all. Miss a decision date on a gym membership and it renews. Ignore the end of a promotional rate on a credit card and it resets. Let a car lease run past its term and the leasing company starts writing ...
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