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Apple downgraded to ‘Underperform' on tariff pressures, margin concerns: Jefferies
Proactiveinvestors NA· 2025-05-02 14:21
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
苹果(AAPL):FY2Q25业绩跟踪:略超预期,需持续关注关税进展
光大证券· 2025-05-02 14:19
公司研究 FY2Q25 业绩略超预期,需持续关注关税进展 ——苹果(AAPL.O)FY2Q25 业绩跟踪 买入(维持) 当前价:213.32 美元 作者 2025 年 5 月 2 日 分析师:付天姿 CFA,FRM 执业证书编号:S0930517040002 021-52523692 futz@ebscn.com 分析师:黄铮 执业证书编号:S0930524070009 021-52523825 huangzheng1@ebscn.com 市场数据 | 总股本(亿股) | 150.22 | | --- | --- | | 总市值(亿美元): | 32,045.09 | | 一年最低/最高 | 169.2-260.1 | | (美元): | | | 近 3 月换手率: | 39.1 | 股价相对走势 | 收益表现 | | | | | --- | --- | --- | --- | | % | 1M | 3M | 1Y | | 相对 | -5.9 | 0.3 | 12.1 | | 绝对 | -4.4 | -9.5 | 23.9 | 资料来源:Wind 相关研报 FY1Q25 营收&利润创单季新高, 期待 4 月 ...
Apple approves Spotify app update that allows U.S. users to access pricing info, external payment links
TechCrunch· 2025-05-02 13:51
Group 1 - Apple has approved Spotify's U.S. app update, allowing users to access pricing information and external payment links, following a U.S. judge's order to stop charging commissions on in-app purchases [1][4] - Spotify's spokesperson highlighted that this update represents a significant milestone for transparency and choice for U.S. consumers, enabling lower prices and more control over subscriptions [2][3] - The updated app version 9.0.40 is now available on the App Store, making Spotify one of the first major apps to implement these changes [2][3] Group 2 - The U.S. District Judge ruled that Apple violated an order to reform its App Store, indicating that Apple willfully failed to comply with the order to allow developers to direct customers to their websites for purchases [5]
Apple: Overvalued Stock Faces Tariff Troubles And Growth Struggles
Seeking Alpha· 2025-05-02 13:19
Apple Inc. (NASDAQ: AAPL ) shares fell more than 3% in after hours trading, following the company's publication of results for the Q2 FY 2025 quarter . Rightly so, in my view, because the results don't highlight anything that would encourage investorsExperience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend ...
Apple And Amazon Warn Of Tariff Impact In Earnings Reports—Joining These Other Companies
Forbes· 2025-05-02 13:06
ToplineAmazon warned Thursday that “tariffs and trade policies” may complicate its future, while Apple said it expects a nearly $1 billion hit from President Donald Trump’s tariffs, becoming the latest companies to report losses or cut financial forecasts as many cite market uncertainty aggravated by Trump’s tariffs.Tim Cook warned it will be "very difficult" to predict beyond June "because I'm not sure what will ... More happen with tariffs."Getty Images TimelineApple CEO Tim Cook said the company expects ...
Apple clears Spotify update under new rules allowing purchases within apps
CNBC· 2025-05-02 12:43
Daniel Ek, co-founder and chief executive officer of Spotify Technology SA, during the Acquired LIVE event at the Chase Center in San Francisco, California, US, on Tuesday, Sept. 10, 2024.Spotify on Friday said Apple has approved the company's U.S. app update, which will allow users to access pricing information, links to make purchases and select from more payment options within the music streaming app.The approval comes after a U.S. federal judge on Wednesday ordered Apple to stop imposing the commissions ...
The key details from Apple's earnings report as the company faces a major change
Business Insider· 2025-05-02 12:31
Good morning. This is my last morning writing to you for a while, as Dan DeFrancesco returns from leave on Monday! But I'll still be around: After a brief staycation (the lawn needs tending to), I'll be back behind the scenes editing each edition from London. In today's big story, we're looking at the key details from Apple's earnings report — and why the company's huge stream of App Store revenue could be at risk.Newsletter alert: BI Tech Memo is a weekly newsletter where Silicon Valley secrets go public. ...
Amazon flexed Alexa+ during earnings. Apple says Siri still needs 'more time.
Business Insider· 2025-05-02 11:52
It was a tale of two voice assistants. Amazon and Apple showed during Thursday earnings calls just how far apart they are in the race to build a smarter AI assistant.Apple CEO Tim Cook addressed the delay for the company's much-anticipated Siri upgrade, first announced nearly a year ago as part of Apple Intelligence. "We need more time to complete our work on these features so they meet our high-quality bar," Cook told analysts, adding, "It's just taking a bit longer than we thought".Cook didn't give a sp ...
Buffett's Top 5 Stock Holdings Ahead of Next 13F Filing
MarketBeat· 2025-05-02 11:06
Core Viewpoint - Warren Buffett's investment decisions are closely monitored due to Berkshire Hathaway's strong performance, with shares up nearly 18% year-to-date in 2025, which heightens investor interest in the company's portfolio moves [1]. Group 1: Berkshire Hathaway's Equity Holdings - Berkshire's 13F filing for Q1 2025 is expected by mid-May, with the latest filing from February 14 reflecting Q4 2024 data, providing insights into Buffett's major investments [2]. - The top five equity holdings of Berkshire reflect Buffett's disciplined, long-term investment strategy [2]. Group 2: Top Equity Holdings - **Apple**: Remains the largest holding with 300 million shares, accounting for nearly 28% of the equity portfolio, despite facing demand challenges and valuation concerns in 2025 [3][4]. - **American Express**: A long-term investment with around 152 million shares, representing nearly 17% of the portfolio, though down 10% year-to-date [7][8]. - **Bank of America**: Holds close to 680 million shares, about 11% of the portfolio, with strong fundamentals and a solid dividend yield [11][12]. - **Coca-Cola**: A 35-year holding with nearly 400 million shares, comprising about 9% of the portfolio, known for its defensive appeal and reliable dividends [13][14]. - **Chevron**: A newer addition with 114 million shares, representing roughly 6% of the portfolio, appealing for its strong balance sheet and dividend returns [17][18].
Apple(AAPL) - 2025 Q2 - Quarterly Report
2025-05-02 10:00
☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-36743 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 29, 2025 or Apple Inc. (408) 996-1010 (Exact name of Registrant as specified in its charter) California 94-2404110 (State or other ...