Analysts’ expectations for Apple’s second quarter 2025 earnings

Analysts are looking forward to Apple’s second-quarter 2025 earnings report set to be revealed on Thursday, May 1. Despite challenges like tensions between the United States and China and delays in artificial intelligence implementation, many expect the tech giant to see modest growth. The estimated revenue stands at around $94.2 billion, showcasing a 3.8% increase from the previous year, with earnings per share predicted at $1.62, a 6% rise year-over-year.

Expectations concerning product revenue are varied. iPhone sales, which make up more than half of Apple’s revenue, are anticipated to fall between $46 and $48 billion. This projection indicates a slight uptick fueled by the demand for the iPhone 16, but this growth is expected to be mitigated by market challenges in China. Revenue from Mac sales is predicted to be in the range of $7.5 to $8 billion, showing no significant change or a slight increase, mainly supported by updates to the M4 MacBook Air. Looking at iPad sales, they are anticipated to rebound to the $6.5 to $7 billion range, boosted by the introduction of new iPad Air and Pro models. Services, deemed a crucial growth factor, are expected to soar to the range of $24.5 to $25 billion, showing a promising 12% to 14% increase, largely due to subscriptions and features from Apple Intelligence. Wearables, including products like the Apple Watch and AirPods, are estimated to bring in a total of $8 to $8.5 billion, indicating a slight decline due to softer demand in the market.

Despite concerns such as tariffs, challenges in the supply chain, and worries about software and artificial intelligence execution, analysts are cautiously optimistic. They view Services and the Apple Intelligence rollout as potential long-term catalysts for Apple’s growth trajectory.

Remember that Apple’s earnings results will be available around 1:30 pm PDT / 4:30 pm EDT. This will be followed by live notes from the conference call with analysts starting at 2:00 pm PDT / 5:00 pm EDT. Make sure to visit the MacDailyNews homepage at those times for updates.

In market news, a landmark decision by London’s Court of Appeal requires Apple to pay a hefty $502 million to a U.S. patent holder for using 4G patents in iPhones and iPads. This ruling has further implications for Apple’s operations and financial commitments.

Moreover, in a separate development, Apple has been referred to federal prosecutors for a criminal contempt investigation. This action comes after the tech company violated a U.S. court ruling that called for enhanced competition in app downloads and payment methods within its App Store.

As Apple continues to make headlines, a practical tip for Apple device users was shared. If you own a Mac that is mid-2013 or newer and runs on macOS 10.13 or later, your Apple Watch can facilitate an instant unlock of your Mac when it wakes from sleep.

Lastly, leaked information and videos indicated that the awaited “iPhone 17 Air” model will be remarkably thinner compared to its predecessor, the iPhone 16 Pro. Despite these exciting revelations, the tech world is also abuzz over the groundbreaking ceremony by TSMC in Arizona to mark the initiation of the company’s third chip fabrication facility in the state.