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India.com
a day ago
- Business
- India.com
WWDC 2025: Apple To Cover Lot Of Ground Around Operating System, AI Upgrades
New Delhi: Apple is likely to cover a lot of ground around comprehensive operating system upgrades and a unified system front at its annual 'WWDC 2025' conference this month, and needs to make a big impact when it comes to AI features, according to analysts. The AI features are expected to be ramped up around use cases, on-device convenience, in-cloud options, personal context awareness, AI ecosystem integration and other broad customisations. According to a Counterpoint Research report, Apple needs to provide a powerful signal that it is ready to ship some meaningful updates, 'or have a good story to explain why it has been lagging behind'. Apple Intelligence 2.0 likely to be one of the most anticipated topics at WWDC 2025 from June 9-13. Apple has the potential to provide an 'Agentic AI'-based platform with a deeper Siri context-based experience which could help Apple regain ground in the AI race. According to a recent Counterpoint study, 84 per cent of iPhone users are willing to pay for Apple Intelligence. The tech industry as well as consumers are expecting Apple to focus on breakthrough software enhancements during the event, said the report. 'All eyes are on the 2025 edition. Apart from visual, functional and other comprehensive product changes across operating systems, the spotlight is on Apple Intelligence. Apple is expected to double down on its AI strategy hereon,' said Counterpoint. The industry is seeing an ongoing Agentic AI arms race. This is an emerging field and those who deliver will shift the GenAI smartphone conversation, turning the smartphone from a simple communication device to a truly intelligent, autonomous companion. At the event, the market will be looking for more on-device processing, more intelligence and context awareness – all delivered with deeper Siri integration. Apple service revenues have consistently grown over the last few years. Some services that comprise the Apple One Package subscription offering are essential for Apple product users. For example, iCloud is one of the most-used services in the Apple portfolio. Apple has also marketed itself as a brand that takes data privacy and security seriously.
Forbes
3 days ago
- Business
- Forbes
New Apple ‘Lessons' Ad Highlights Student Learning As Mac Sales Grow In India
Apple Lessons ad Apple Apple MacBooks are arguably one of the best options for students, and the Cupertino giant is highlighting this in its new ad for India. Released on June 4, the new Lessons ad focuses on how students can use a Mac to 'level up' and make the most of their studies. This comes at a time when M4 Mac sales have seen double-digit growth in a quarter. The new Lessons ad encourages students to try different approaches to learning instead of mugging up answers. It showcases a few Apple Intelligence features like Summary in Writing Tools to turn a lengthy note into short bullet points, and how the MacBook Air M4 allows students to run multiple engineering applications, including AutoCAD, MATLAB, and more simultaneously. According to a report from Counterpoint, Apple saw 17% YoY growth in the global PC market shipments in Q1 2025. It was driven by M4 series Macs. In India, Apple had a 6% PC market share with 29% growth in 2024. The Cupertino tech giant has seen very strong momentum for its MacBook sales in the country—and there are various reasons for it. 'Education as a segment is increasing. Young professionals and even young students are opting for Macs, especially after the launch of their M series chipsets, because a lot of people believe and correlate that to performance and efficiency gains, which they offer,' says Tarun Pathik, Research Director at Counterpoint. The consumer financing and discounts on Apple products are also playing a major part in MacBook adoption in India. 'That [consumer financing and discounts] is one of the reasons why iPhone sales are growing in India at one of the fastest rates in the world,' he added. 'And this has led to an increase in Mac sales. We have always seen a very healthy step-by-step entry into the Apple ecosystem.' The first point of entry into the Apple ecosystem is the iPhone, which is followed by the AirPods, Apple Watch, iPad, and eventually a Mac. 'We are seeing that transition of such users who entered through iPhone a couple of years back and now they are reaching the level three or four to buy a Mac,' explains Pathik. While Apple is focusing on the education segment with its new ad, the Cupertino giant is also forming corporate partnerships that have contributed to its Mac growth. 'Indian companies like Zoho and Wipro have integrated Macs into their operations, which has increased Apple's enterprise adoption,' he said. With education and enterprise both driving momentum, Apple's Mac strategy in India seems to be working. The new Lessons ad is a timely push to deepen that growth.
Yahoo
3 days ago
- Business
- Yahoo
Apple analyst raises alarm about earnings, revenue growth
Apple analyst raises alarm about earnings, revenue growth originally appeared on TheStreet. Sorry, Apple, wrong number. The number in question comes from Counterpoint Research and it's regarding smartphones. 💵💰Don't miss the move: Subscribe to TheStreet's free daily newsletter 💰💵 The firm revised down its 2025 global smartphone shipment growth forecast to 1.9% year-on-year from 4.2% due to 'renewed uncertainties surrounding U.S. tariffs.' Growth projections at both Apple and Samsung () were reduced as cost increases were expected to be passed on to consumers, hurting demand, Counterpoint said. That's despite some easing of the tariff burden compared with earlier worst-case scenarios. In April President Donald Trump announced reciprocal tariffs on imports from countries worldwide, but days later he exempted smartphones and other electronics from those duties. "All eyes are on Apple () and Samsung because of their exposure to the US market," Counterpoint Associate Director Liz Lee said in a statement. "Although tariffs have played a role in our forecast revisions, we are also factoring in weakened demand not just in North America but across Europe and parts of Asia.' Counterpoint said Apple's iPhone 16 was the bestselling smartphone in the first quarter. More Tech Stocks: Palantir gets great news from the Pentagon Analyst has blunt words on Trump's iPhone tariff plans OpenAI teams up with legendary Apple exec This also marked the return of the iPhone series base variant to the top spot in Q1 after a two-year gap, the firm said. Apple maintained its strong presence in the top-10 list, securing five spots for the fifth consecutive March quarter. "We still expect positive 2025 shipment growth for Apple, driven by the iPhone 16 series' strong performance in Q1 2025," Lee said. In addition, Lee said that trends in creating premium positioning — a strategy to sell more expensive and more profitable versions of a product — remain supportive across emerging markets like India, Southeast Asia and the six Arab nations in the Gulf Cooperation Council.. "These are long-term tailwinds for iPhones," she said. The iPhone is Apple's biggest selling product, posting $46.8 billion in second-quarter sales, up 2% year-over-year. That's almost half the company's overall revenue of $95.4 billion. This is some potentially good news for global smartphone shipment growth in 2025 — just not for Apple. 'The bright spot this year – again – will likely be Huawei,' Associate Director Ethan Qi said. 'We are seeing an easing around sourcing bottlenecks for key components at least through the rest of the year, which should help Huawei grab substantial share in the mid-to-lower-end segments at home.' Over the past month, CNN reported, Trump has said he'd like to target two specific and very different companies — Apple and Mattel () — with tariffs aimed at their key products because of comments by their CEOs. Trump had praised Apple CEO Tim Cook when the company announced plans for $500 billion in US investment. But Cook later said he intended to shift production of iPhones bound for the US market to India from China. 'I have long ago informed Tim Cook of Apple that I expect their iPhone's that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else,' Trump posted on Truth Social late last month.'If that is not the case, a Tariff of at least 25% must be paid by Apple to the U.S.' Trump later that day clarified that the tariffs would be on all imported smartphones, including those by Apple rivals like South Korea's Samsung, noting, 'Otherwise, it wouldn't be fair.' Last month Apple beat Wall Street's fiscal-second-quarter earnings expectations. The company said that it expected tariffs to add $900 million to its costs for the current quarter, but Cook said it was very difficult' to predict beyond June 'because I'm not sure what will happen with tariffs.' Needham analysts are concerned about Apple's near-term revenue and earnings growth and they downgraded the company to hold from buy without a price target. The Needham analysts say that Apple's rivals are creating new products that compete with those of the Cupertino, Calif., tech giant, TheFly and Yahoo Finance report. In addition, Needham said, Apple trades at a forward year-2026 price-to-earnings multiple of more than 26, "which looks expensive on several metrics." Needham said that for the stock to work, Apple must have the catalyst of an iPhone replacement cycle, which the firm does not foresee in the next 12 months. Until then, the $170-$180 share range is a better entry level. At last check the stock was trading above $203. If Apple decided to aggressively pursue an advertising revenue stream, it could materially accelerate its revenue and earnings growth, Needham added. The firm said that it preferred shares of Alphabet () and Amazon () to Apple. Despite Apple's premium valuation, it is growing revenue and margins the slowest among its big tech competitors. Apple analyst raises alarm about earnings, revenue growth first appeared on TheStreet on Jun 4, 2025 This story was originally reported by TheStreet on Jun 4, 2025, where it first appeared. Sign in to access your portfolio
Miami Herald
4 days ago
- Business
- Miami Herald
Apple analyst raises alarm about earnings, revenue growth
Sorry, Apple, wrong number. The number in question comes from Counterpoint Research and it's regarding smartphones. Don't miss the move: Subscribe to TheStreet's free daily newsletter The firm revised down its 2025 global smartphone shipment growth forecast to 1.9% year-on-year from 4.2% due to "renewed uncertainties surrounding U.S. tariffs." Growth projections at both Apple and Samsung (SSNGY) were reduced as cost increases were expected to be passed on to consumers, hurting demand, Counterpoint said. That's despite some easing of the tariff burden compared with earlier worst-case scenarios. In April President Donald Trump announced reciprocal tariffs on imports from countries worldwide, but days later he exempted smartphones and other electronics from those duties. "All eyes are on Apple (AAPL) and Samsung because of their exposure to the US market," Counterpoint Associate Director Liz Lee said in a statement. "Although tariffs have played a role in our forecast revisions, we are also factoring in weakened demand not just in North America but across Europe and parts of Asia." Counterpoint said Apple's iPhone 16 was the bestselling smartphone in the first quarter. More Tech Stocks: Palantir gets great news from the PentagonAnalyst has blunt words on Trump's iPhone tariff plansOpenAI teams up with legendary Apple exec This also marked the return of the iPhone series base variant to the top spot in Q1 after a two-year gap, the firm said. Apple maintained its strong presence in the top-10 list, securing five spots for the fifth consecutive March quarter. "We still expect positive 2025 shipment growth for Apple, driven by the iPhone 16 series' strong performance in Q1 2025," Lee said. In addition, Lee said that trends in creating premium positioning - a strategy to sell more expensive and more profitable versions of a product - remain supportive across emerging markets like India, Southeast Asia and the six Arab nations in the Gulf Cooperation Council.. "These are long-term tailwinds for iPhones," she said. The iPhone is Apple's biggest selling product, posting $46.8 billion in second-quarter sales, up 2% year-over-year. That's almost half the company's overall revenue of $95.4 billion. This is some potentially good news for global smartphone shipment growth in 2025 - just not for Apple. "The bright spot this year – again – will likely be Huawei," Associate Director Ethan Qi said. "We are seeing an easing around sourcing bottlenecks for key components at least through the rest of the year, which should help Huawei grab substantial share in the mid-to-lower-end segments at home." Over the past month, CNN reported, Trump has said he'd like to target two specific and very different companies - Apple and Mattel (MAT) - with tariffs aimed at their key products because of comments by their CEOs. Trump had praised Apple CEO Tim Cook when the company announced plans for $500 billion in US investment. But Cook later said he intended to shift production of iPhones bound for the US market to India from China. "I have long ago informed Tim Cook of Apple that I expect their iPhone's that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else," Trump posted on Truth Social late last month. Related: Apple users will hate the latest news from Capitol Hill "If that is not the case, a Tariff of at least 25% must be paid by Apple to the U.S." Trump later that day clarified that the tariffs would be on all imported smartphones, including those by Apple rivals like South Korea's Samsung, noting, "Otherwise, it wouldn't be fair." Last month Apple beat Wall Street's fiscal-second-quarter earnings expectations. The company said that it expected tariffs to add $900 million to its costs for the current quarter, but Cook said it was very difficult" to predict beyond June "because I'm not sure what will happen with tariffs." Needham analysts are concerned about Apple's near-term revenue and earnings growth and they downgraded the company to hold from buy without a price target. The Needham analysts say that Apple's rivals are creating new products that compete with those of the Cupertino, Calif., tech giant, TheFly and Yahoo Finance report. In addition, Needham said, Apple trades at a forward year-2026 price-to-earnings multiple of more than 26, "which looks expensive on several metrics." Needham said that for the stock to work, Apple must have the catalyst of an iPhone replacement cycle, which the firm does not foresee in the next 12 months. Until then, the $170-$180 share range is a better entry level. At last check the stock was trading above $203. If Apple decided to aggressively pursue an advertising revenue stream, it could materially accelerate its revenue and earnings growth, Needham added. The firm said that it preferred shares of Alphabet (GOOGL) and Amazon (AMZN) to Apple. Despite Apple's premium valuation, it is growing revenue and margins the slowest among its big tech competitors. The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
CNET
4 days ago
- Business
- CNET
Report Finds Smartphone Sales Growth Dampened as Tariffs Threaten Price Hikes
Apple's iPhone is expected to see a slump in sales growth this year. Apple President Donald Trump's tariffs are causing a lot of concern and uncertainty about rising prices, and new data suggests that global smartphone sales will suffer for it this year. On Wednesday, market research firm Counterpoint released a new report slashing its previous estimates for global smartphone shipments in 2025, from a 4.2% year-on-year increase down to 1.9%. While tariffs are not the only factor cited in the report, the firm primarily attributed this change to the "renewed uncertainties surrounding U.S. tariffs." Driving this decline in growth are dwindling outlooks for the two biggest global smartphone providers. Counterpoint cut its forecasted growth in sales for Apple from 4% to 2.5%. Tariffs or no, the company is still expected to debut a higher price later this year with the launch of its iPhone 17 line. Samsung, meanwhile, is now predicted to see sales remain stagnant, down from the previously forecast 1.7% growth. Trump announced a barrage of tariffs in early April, causing widespread market turmoil and fear over price inflation, especially for popular tech products like smartphones. In response to those worries, the Trump administration later issued an exemption for smartphones and various other electronics, though it's unknown if that will stick longterm. As Counterpoint noted in its report, sales for smartphones are still expected to decline this year owing to overall decreases in consumer spending due to tariff uncertainties. Representatives for Apple and Samsung did not immediately respond to requests for comment.
