Apple's Q2 Earnings: Last Report Before Tariffs, Boosted by iPhone 16e and New Macs

Apple will report its Q2 2025 earnings on May 1, marking what could be the company's last quarter before significant tariff impacts. The quarter saw the release of several new products, including the iPhone 16e, updated Macs, and new iPads. Analysts anticipate a mild boost in some categories due to these new releases, but expect that most of the newly launched products, except for the iPhone 16e, did not have enough time to significantly affect earnings. The MacBook Air with the M4 chip, priced at $999, and the iPad Air with the M3 chip are expected to perform well. However, the recently announced delay in AI feature rollouts is unlikely to impact this quarter's results. Apple will hold a conference call following the earnings release, where executives will address key issues, including the tariff situation and potential changes in iPhone demand.