Apple Q4 2025 Earnings: iPhone 17 Ignites Demand

Why this matters: These results highlight Apple's continued ability to innovate and drive demand, particularly in key markets like China. The strong iPhone 17 sales indicate that consumers are responding positively to the new features and design enhancements.

Apple's Q4 2025 earnings demonstrate the company's resilience and ability to capitalize on new product releases. The iPhone 17 lineup, featuring design enhancements and the introduction of the iPhone Air, has reinvigorated demand, especially in China, where previous sales had been lagging. According to Counterpoint Research, iPhone 17 sales jumped 14% compared to iPhone 16 sales in the US and China during the first 10 days of availability.

The company's success isn't solely attributed to iPhones. New MacBook Pro and iPad Pro models powered by the M5 chip, along with updates to Apple Watches and AirPods, also contributed to the positive results. Services revenue, Apple's second-largest business, is expected to bring in $28.2 billion, up 12% year-over-year.

However, not all segments are experiencing growth. Wearables revenue is anticipated to slide 4.5% to $8.6 billion in the quarter. Additionally, while iPhone 17 sales are strong, Jefferies analyst Edison Lee notes that momentum may be slowing, with lead times shortening in various markets.

Despite these challenges, Apple's overall performance remains robust, driven by innovation, strong brand recognition, and effective market strategies. The company's ability to adapt to changing consumer preferences and navigate global economic factors positions it for continued success in the coming year.

What were Apple's Q4 2025 earnings?

Apple reported earnings per share of $1.85 and revenue of $102.47 billion.

How did the iPhone 17 perform?

iPhone 17 sales jumped 14% compared to iPhone 16 in the US and China during the first 10 days of availability.

What is the outlook for Apple's China revenue?

Apple's China revenue is expected to grow 9% to $16.4 billion.

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