Apple's Q4 Revenue Climbs, China Revenue Declines
- Apple's record revenue despite China decline and supply issues.
- Tim Cook anticipates growth rebound in next quarter.
- Apple stock volatility linked to iPhone 17 optimism.
Apple reported a record Q4 2025 revenue of $102.5 billion, attributed to robust iPhone sales and services.
However, a decline in China revenue raises concerns, though leadership remains optimistic about recovery.
Apple Inc. announced a record-breaking quarterly revenue of $102.5 billion for Q4 2025. Despite this, revenue from China dropped to $14.49 billion, attributed largely to supply chain constraints.
CEO Tim Cook and CFO Luca Maestri led the earnings announcement, acknowledging supply issues in China. Cook expressed confidence, predicting a return to growth, especially with positive iPhone 17 market reception.
Tim Cook, CEO, Apple, - "Greater China revenue was down 4% in the year-over-year in the September quarter. It was driven by iPhone, and ... the majority of the sequential year-over-year change was due to supply constraints ... We expect to return to growth this quarter."
The report caused fluctuations in Apple stock, initially falling but later increasing over 5% in after-hours trading. Investor sentiment was buoyed by optimism surrounding the upcoming iPhone 17 series.
Financial results indicate a robust balance sheet with EPS of $1.85, and operating cash flow marked a record at $29.7 billion. Leadership foresees a swift recovery in the Chinese segment.
No significant effect was noted on major cryptocurrencies like BTC or ETH. Apple's earnings have no direct link to digital assets, as confirmed by market monitoring reports.
Historical analysis shows Apple's previous regional challenges, such as in 2018–2019, had minimal impact on the crypto markets. Experts do not anticipate Apple's Q4 results to influence blockchain or DeFi sectors significantly.