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Apple reports fourth quarter results

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Re: Apple reports fourth quarter results

#11

Post by haunter »

Kind of telling that

1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad.

2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined

Basically 76% of the sales are iPhones and Services

(millions)

iPhone $209,586

Mac $33,708

iPad $28,023

Wearables, Home and Accessories $35,686

Services $109,158

Total $416,161

Next 5 years or so (or even less) both the iPad and the Wearables, Home and Accessories category will overtake the sales of Macs.

Re: Apple reports fourth quarter results

#13

Post by Psillisp »

nomel wrote: post #5
lapcat wrote: post #2

This stuck out like a sore thumb to me: Q4 2024: Income before provision for income taxes $29.610 billion, Provision for income taxes $14.874 billion Q4 2025: Income before provision for income taxes $32.804 billion, Provision for income taxes $5.338 billion [EDIT:] The 2024 taxes were actually an aberration. "the one-time charge recognized during the fourth quarter of 2024 related to the impact of the reversal of th…

Are different sources of income taxed differently? Could it partly be from some change in income sources? Seems Services is more significant this quarter.

Yes Tax Avoidance strategies are inversely correlated to enforcement efforts.

What could have possibly changed…

Re: Apple reports fourth quarter results

#14

Post by aauchter »

lapcat wrote: post #2

This stuck out like a sore thumb to me: Q4 2024: Income before provision for income taxes $29.610 billion, Provision for income taxes $14.874 billion Q4 2025: Income before provision for income taxes $32.804 billion, Provision for income taxes $5.338 billion [EDIT:] The 2024 taxes were actually an aberration. "the one-time charge recognized during the fourth quarter of 2024 related to the impact of the reversal of th…

Their 2025 US taxes are actually higher. In Q4 2024 "Apple paid a one-time income tax charge of $10.2 billion in order to resolve the tax issue with Ireland, which dates to 2016."

https://finance.yahoo.com/news/apple-profit-drops-36-tech-20...

Re: Apple reports fourth quarter results

#15

Post by curiouscats »

lapcat wrote: post #2

This stuck out like a sore thumb to me: Q4 2024: Income before provision for income taxes $29.610 billion, Provision for income taxes $14.874 billion Q4 2025: Income before provision for income taxes $32.804 billion, Provision for income taxes $5.338 billion [EDIT:] The 2024 taxes were actually an aberration. "the one-time charge recognized during the fourth quarter of 2024 related to the impact of the reversal of th…

Actually it was a huge tax addition in 2024 (from Europe over dispute about how Ireland had taxed Apple for many years). In 2024 Apple added 14.4 billion in additional taxes accrued over many years.

Re: Apple reports fourth quarter results

#16

Post by jdminhbg »

nomel wrote: post #5
lapcat wrote: post #2

This stuck out like a sore thumb to me: Q4 2024: Income before provision for income taxes $29.610 billion, Provision for income taxes $14.874 billion Q4 2025: Income before provision for income taxes $32.804 billion, Provision for income taxes $5.338 billion [EDIT:] The 2024 taxes were actually an aberration. "the one-time charge recognized during the fourth quarter of 2024 related to the impact of the reversal of th…

Are different sources of income taxed differently? Could it partly be from some change in income sources? Seems Services is more significant this quarter.

No, the 2024 number is goosed by paying a big back tax bill after a court decision in the EU.

Re: Apple reports fourth quarter results

#17

Post by aauchter »

nerdponx wrote: post #4
lapcat wrote: post #2

This stuck out like a sore thumb to me: Q4 2024: Income before provision for income taxes $29.610 billion, Provision for income taxes $14.874 billion Q4 2025: Income before provision for income taxes $32.804 billion, Provision for income taxes $5.338 billion [EDIT:] The 2024 taxes were actually an aberration. "the one-time charge recognized during the fourth quarter of 2024 related to the impact of the reversal of th…

Enough to pay for everything DOGE and the Trump admin cut in 2025, assuming a big chunk of that is US taxes.

Effective US tax rate is higher in 2025. The 2024 tax number was inflated due to a one time payment relating to Ireland which actually dates back to 2016.

Re: Apple reports fourth quarter results

#18

Post by lapcat »

haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

These are the wrong numbers. You posted the 2024 numbers, not the 2025 numbers.

2025: iPhone $209.586 billion, Mac $33.708 billion, iPad $28.023 billion, Wearables, Home and Accessories $35.686 billion, Services $109.158 billion, Total $416.161 billion

Re: Apple reports fourth quarter results

#19

Post by [deleted] »

haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

[deleted]
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