News analysis
Despite the sales of iPhones in China and the weakness of the issues, Apple surprised the Wall Street with the recorded revenue of the first fiscal year in 2025. This is enhancing the competitiveness of the Internet service as a gatekeeper of the application universe.
Leadership provided new products and services to consumers and praised our financial performance and business strategy to improve shareholder value.
“During the holiday season, I was excited to invite the best product and service lineup to customers,” said Tim Cook of Apple CEO in a statement following the company’s financial results release. 。
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“Through the power of Apple Silicon, we use Apple Intelligence to release new possibilities for the user. This will make apps and experiences better and more personal. In April this year, Apple Intelligence is even more. I’m excited to be able to use it in the language. “
Apple’s CFO Kevan Parekh has provided further insights on the profitability of the company, which is an important factor in shareholder value.
“Our record profits and powerful sales margins have made EP (profit per share) into a new record of two -digit growth, enabling shareholders to exceed $ 30 billion.” He said.
“We are glad that the installation base of the active device has reached the new history of all products and geographical segments.”
Apple is no longer a traditional smartphone or MacBook manufacturer. This is a manufacturer of many devices surrounding hardware products, creating a large -scale ecosystem that can help smartphone pioneer to provide a wide range of services.
This is how Apple has become a mobile internet gatekeeper and has begun to collect charges from all service apps downloaded to the core device iPhone.
These high margins are interested in the investment community, including Warrenba Fett, which does not usually buy technology share.
“The latest revenue of Apple emphasizes the change in business models due to the powerful growth of services that helps offset the weakness of iPhones in China, especially in China,” he said. Associate Professor Georgios Koimisis told Epoch Times by email to Epoch Times.
“The slight decrease in the iPhone’s revenue is not necessarily the losing momentum, and the company still maintains important market power for powerful brands and faithful customers.”
However, he believes that Apple’s future growth depends on whether the function of artificial intelligence (AI) can be particularly distinguished from China and its products.
“Suppose that AI tools cannot promote demand and consumers who are sensitive to price delay the upgrade. In that case, Apple needs to introduce more incentives and adjust the price setting, depending on the buyer. We need to provide many leverage, “said Koimisis.
Furthermore, if the long -term decrease in iPhone sales that influence Apple’s supply chain, Apple tries to make a profit will lead to smaller orders and more difficult contract negotiations.
“Supplier who depends on Apple may have a hard time if the company promotes better transactions or moves production to other countries to reduce risk,” he said.
