What can we expect from AAPL's Q2 2025 earnings?

Apple's Q2 2025 earnings are expected to show strong growth, driven by robust performance across key segments:

1. Consensus Estimates: Analysts anticipate an EPS of $1.61 and revenue of $93.91 billion for the quarter ending June 30, 2025.

2. App Store Performance: The App Store is experiencing a strong start to the quarter, with a 14% year-over-year revenue growth to $6.1 billion in the first 65 days. This growth is attributed to productivity apps and the popularity of OpenAI's ChatGPT.
3. Services Segment Expansion: Apple's services segment is expected to continue its upward trajectory, driven by the App Store and subscription products. The company's services revenue is forecasted to grow in the low double digits, contributing to overall income growth in Q2.
4. Hardware Sales: The iPhone 16 series and the latest M4-powered Mac have been well-received, driving revenue growth in these segments. Specifically, iPhone revenue exceeded $69.1 billion, and Mac revenue saw a 16% year-over-year rise.
5. Market Position and Innovation: Apple's innovation in AI capabilities, such as Apple Intelligence, and the expansion of its services like Apple TV+ to Android devices are expected to bolster its market position and drive long-term growth.

In summary, Apple's Q2 2025 earnings are poised for strong performance, with significant contributions from the App Store, services segment expansion, and successful hardware product lines.