{"id":83202,"date":"2026-01-29T17:57:59","date_gmt":"2026-01-29T20:57:59","guid":{"rendered":"https:\/\/ubirataonline.com.br\/apples-first-quarter-earnings-will-focus-on-iphone-sales-ai-outlook\/"},"modified":"2026-01-29T17:57:59","modified_gmt":"2026-01-29T20:57:59","slug":"apples-first-quarter-earnings-will-focus-on-iphone-sales-ai-outlook","status":"publish","type":"post","link":"https:\/\/ubirataonline.com.br\/en\/apples-first-quarter-earnings-will-focus-on-iphone-sales-ai-outlook\/","title":{"rendered":"Apple\u2019s first quarter earnings will focus on iPhone sales, AI outlook"},"content":{"rendered":"

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Apple (AAPL<\/a>) CEO Tim Cook and company will take center stage on Thursday when the company reports its first quarter earnings results. The Street is looking for a strong showing on the strength of Apple\u2019s iPhone 17 sales and Services segment.<\/p>\n

During Apple\u2019s fourth quarter earnings call<\/a>, Cook said the company anticipates first quarter revenue to be the \u201cbest-ever for the company and the best ever for iPhone.\u201d That\u2019s set some big expectations for the company\u2019s results.<\/p>\n

But there\u2019s more going on in Apple World than iPhone sales. The company, like many in the tech industry, is contending with a worldwide memory shortage caused by the global AI data center buildout, which is driving up prices on the key components.<\/p>\n

That could put pressure on Apple\u2019s margins or force the company to raise iPhone prices in the coming months.<\/p>\n

There\u2019s also the matter of Apple\u2019s latest AI moves. Earlier this month, the company and Google (GOOG<\/a>, GOOGL<\/a>) issued a joint statement saying that Apple will use Google\u2019s Gemini models<\/a> and cloud technology to power its AI efforts, including a more personalized Siri due out later this year.<\/p>\n

According to Bloomberg\u2019s Mark Gurman<\/a>, though, there will actually be two updates to Siri. The first will include features Apple originally showed off at its WWDC 2024 event, while the second will feature a new chatbot-like interface meant to go toe-to-toe with the likes of OpenAI\u2019s ChatGPT.<\/p>\n

For the quarter, Apple is expected to report earnings per share (EPS) of $2.68 on revenue of $138.4 billion, according to a Bloomberg analyst consensus estimate. That\u2019s an improvement from the $2.40 and $124.3 billion the company saw in Q1 last year.<\/p>\n

Importantly, iPhone revenue is anticipated to come in at $78.3 billion, up 13% from the $69.1 billion the segment generated in the first fiscal quarter of 2025. Services revenue is estimated to top $30 billion, up 14%.<\/p>\n

Revenue out of China, a weak spot for the company in 2025, is expected to jump nearly 18% year-over-year.<\/p>\n

Apple is riding high on the back of its iPhone 17 line of products, Bernstein analyst Mark C. Newman wrote in a note to investors Tuesday.<\/p>\n

\u201cStrong iPhone sales continued into December with [calendar Q4 2025 and Q1 2026] sell-through revenue up 12% [year-over-year],\u201d he said.<\/p>\n

According to Newman, Apple\u2019s December global sales climbed 7% year-over-year, with performance \u201cdriven by the iPhone 17 series alongside steady contributions from the iPhone 16.\u201d<\/p>\n

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Apple CEO Tim Cook at the Steve Jobs Theater on Apple’s campus in Cupertino, Calif., on Sept. 9, 2025. REUTERS\/Manuel Orbegozo \u00b7<\/span> REUTERS \/ Reuters<\/span><\/figcaption><\/figure>\n

Some of the growth, Newman explained, is a result of customers who purchased new phones during COVID, upgrading to Apple\u2019s latest iPhones six years later, coupled with the introduction of the iPhone 17\u2019s updated styling.<\/p>\n<\/p><\/div>\n