Apple Reports Biggest Revenue Growth Since December, 2021 -- My Hunch: Tim Cook's Job Is Safe For Now --- July 31, 2025

Locator: 48741APPLE.

Updates

August 1, 1025: Cramer --

• incredible quarter
• this increase in growth for Apple came in the middle of the slow part of the year; this was not the "Christmas" quarter
• Cramer says the Apple bears can eat crow or whatever they eat when they are this wrong
• Tim Cook's comments on M&A -- very, very positive comments and not even worried about size
• Cramer has switched from ChatGPT to Claude

Original Post

Note: as soon as I have time I will address these issues:

• what this week's earning calls  (magnificent seven) mean with regard to the sixth industrial revolution;
• why the Apple AI talk is nonsense (I'll post over at MDW Backstory); and,
• the difference between traders and investors when it comes to magnificent seven

I can hardly wait to hear Jim Cramer's comments on this story tomorrow (Friday) morning. 

Link here.

From the linked article, so many data points could be reported; it was an incredible quarter, but this paragraph, for me, stood out:

Apple’s Mac business grew the fastest of any of Apple’s units during the June quarter, growing nearly 15% to $8.05 billion in revenue. Apple released updated MacBook Air laptops, its best-selling Mac, just before the quarter started.

ChatGPT prompt:

I'm just curious. I've everything there is to read about Apple's June quarter, 2025, earnings. CNBC was almost giddy about the results. But seriously, what does ChatGPT think about Apple's earnings which were reported today?

ChatGPT replied with all the data that can be found elsewhere. But this was ChatGPT's bottom line:

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Briefly:

• I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  
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• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  
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• Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
• I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
• Longer version here.    

Previously posted:

Note: as soon as I have time I will address these issues:

• what this week's earning calls  (magnificent seven) mean with regard to the sixth industrial revolution;
• why the Apple AI talk is nonsense; and,
• the difference between traders and investors when it comes to magnificent seven

Apple: firing on all cylinders -- CNBC. 

A killer quarter for Apple -- CNBC.

Best quarter since 2021 during the lockdown when everyone was buying Apple products because stuck at home.

Not cutting their margins on iPhones; if anything, going the other direction -- CNBC. 

Can't wait for Nathan on "Fast Money" to say how bad Apple is doing. Unfortunately,  he's not on the panel today.

Apple's Tim Cook said Apple will "significantly grow" its AI investments. Wtih ~ 2 billion active devices -- bringing AI agents natively into that ecosystem will require a level of inference and training that only Nvidia stack is positioned to handle today at scale. -- Shay Boloor.

And, no, Apple is not going to acquire Nvidia. LOL. But they could certainly establish some interesting partners. Apple only partners with the cream of the crop. 

Apple's Tim Cook said the company is "open" to an acquisition that woud accelerate its AI road map. -- CNBC.

"Fast Money" host: is doing her best to say negative things about Apple. Same comments / arguments after every quarter earnings report by Apple.

Watch for short squeeze tomorrow, last day of the trading week.

Someone bought $3 million worth of AAPL calls expiring tomorrow.

up as much as 3% after hours; I assume by this time tomorrow, huge pivot down.

Apple board being inundated with requests fo fire Tim Cook for not losing >$100 billion n AI spend while continuing to steal market share in every  category.

These numbers will vary over different sites.

growth:s

• services, y/y: + 13% to $27.4 billion;
• products, y/y: +8% to $66.6 billion.
• operating margin: 30% (flat y/y). some sites suggest margins increased y/y; we'll check later.
  

numbers:

• EPS: $1.57 vs $1.42.
• revenue: $94.0 billion vs $89.3b billion estimate
• China sales: $15.4 billion vs $15.2 billion
• iPhones: $44.6 billion vs $40.0 billion (wow)
• Apple Mac
• $8.05 billion vs $7.24 billion
• Apple cash pile: $132.99 billion, let's just call it $133 billion
• margins: