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Apple Stock: Defies Tariffs With Stellar Quarter

Felix Baarz by Felix Baarz
August 1, 2025
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Despite global market turbulence fueled by heightened tariffs, Apple delivered a powerhouse performance in its latest quarter, shattering analyst expectations. Revenue surged 10% to $94 billion—far exceeding projections of $89.3 billion—while profits jumped 8.5% to $23.43 billion, even as $800 million in tariff-related costs bit into margins. The stock rallied over 2% in after-hours trading, reflecting investor optimism.

iPhone and China Drive Growth

The iPhone remained Apple’s crown jewel, with sales skyrocketing 13% to $44.6 billion, outpacing even bullish forecasts. The latest iPhone 16 series outperformed its predecessors, while strategic consumer purchases ahead of tariff hikes added a 1% growth boost. Equally surprising was Apple’s 4% rebound in Greater China, a market where geopolitical tensions had previously weighed on results. Meanwhile, services revenue climbed 13% to $27.4 billion, underscoring the company’s pivot toward recurring income streams. However, looming tariff costs of $1.1 billion next quarter could test resilience, even as Apple shifts production to India to mitigate trade pressures.

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Felix Baarz

Felix Baarz

My name is Felix Baarz, and I look back on over fifteen years of experience as a business journalist. I have always been fascinated by the mechanisms and dynamics of global financial markets as well as the complex economic and political interconnections that shape our world. With this passion, I have made a name for myself as an expert on international financial markets and dedicate myself with great commitment to making even the most complex topics understandable and accessible to my readers. My roots lie in Cologne, where I was born and raised. Early on, my curiosity about economic topics and international developments sparked my interest in journalism. After completing my studies, I began my career as a business editor at a respected German trade publication. Here I laid the foundation for my professional career, but my curiosity soon drew me out into the wider world. A turning point in my life was moving to New York, where I lived for six years and gained insight into leading media houses. In this vibrant metropolis, I was able to report firsthand from the heart of the global financial world. From daily developments on Wall Street to major economic policy decisions that make waves worldwide, I had the opportunity to write about central topics that move people and markets alike. This time shaped my perspective and sharpened my view of global interconnections.

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