Apple Expects Record Revenue with New iPhone Model

Apple's Annual Revenue Forecasts

Apple will announce its first quarter revenue report following the introduction of the new iPhone series this Thursday. The company surpassed a $4 trillion market value for the first time in its history this week, while analysts expect stable financial growth and a strong earnings announcement despite weak developments in artificial intelligence.

In particular, the iPhone 17 and iPhone 17 Pro models have rekindled demand for Apple products. Although sales in China fell short of forecasts, an increase in demand has been observed with these new models. The demand for the ultra-slim iPhone Air model remains uncertain. Some analysts suggest the company has reduced production, while others deny this information.

Wall Street expects Apple to report $102 billion in revenue and $2.53 earnings per share for the fourth quarter of 2025. Gabelli Funds portfolio manager John Belton noted that the positive forecasts are supported by the rising iPhone sales and price increases for the latest models. Belton stated, "The most optimistic data point from Apple's last earnings report was the iPhone revenue figure." He added, "Double-digit growth represents the best iPhone growth in the past three years."

Strong iPhone revenues have emerged even as Apple lags behind other tech companies in artificial intelligence products. The company is not yet ready to offer an AI product that can compete with rivals like Meta, Google, and Microsoft. Additionally, Apple faces production-related challenges in China and India due to tariffs imposed during the Donald Trump administration.

However, Apple's shares have risen in recent weeks, increasing its market value. The company is one of only three globally valued at over $4 trillion. During this time, Nvidia and Microsoft have also surpassed this threshold.

Apple's stock price has reportedly risen by over 50% since its low in April. Analysts believe this increase is supported by the launch of its latest products. The introduction of the iPhone 17, new AirPod headphones, and innovations in the Apple Watch series have also drawn attention.

This week, along with Apple, other major tech giants like Microsoft, Meta, Amazon, and Alphabet will also release their revenue reports. While the U.S. stock index reaches record levels, Microsoft and Alphabet have reported strong results on Wednesday, Meta received mixed results leading to a decrease in its stock price.