$Apple(AAPL)$ ’s FY25Q1 result

$Apple(AAPL)$ ’s FY25Q1 results reinforce its dual-engine growth—Services revenue hitting record highs (14% YoY) while Mac/iPad units surge 15%+ on AI-driven upgrades.

Despite China softness (-11% YoY), bullish catalysts loom: Apple Intelligence’s global language rollout (April 2025) and stimulus-driven hardware demand.

With $1.08T FCF annualized, a 47% gross margin outlook, and AI integration across iOS/MacOS poised to accelerate replacement cycles, the premium valuation (35x P/E) reflects pricing for ecosystem monetization.

Short-term China risks are outweighed by long-term pricing power in Services and hardware-software synergy.

AI Companies and Industry DIG

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