Apple Earnings : l'analyse économique

Apple is set to report earnings after the bell on Thursday, with its conference call scheduled for 5:00 pm ET. Apple Earnings s'impose comme l'un des sujets qui mobilisent l'attention en United States ce jeudi.

Les faits

• Apple is set to report earnings after the bell on Thursday, with its conference call scheduled for 5:00 pm ET.
• On Apple's first earnings call since the company announced its planned C-suite changes, traders on Kalshi think the company may discuss its creator studio, streaming platform and a fellow megacap tech company's artificial intelligence model.
• Apple is set to report earnings after the bell on Thursday, just over a week since the company announced that longtime CEO Tim Cook will be leaving in September and replaced by senior vice president of hardware engineering John Ternus.
• Traders think it's almost certain that the company will mention on its earnings call China and tariffs, placing odds at 98% and 96%, respectively.
• Apple has a deal with Google to implement the model into its Apple Intelligence features, but Apple is also widely viewed by Wall Street as the biggest tech laggard on AI development.

L'essentiel

Dans le détail, On Apple's first earnings call since the company announced its planned C-suite changes, traders on Kalshi think the company may discuss its creator studio, streaming platform and a fellow megacap tech company's artificial intelligence model.

Sur le fond, Apple is set to report earnings after the bell on Thursday, just over a week since the company announced that longtime CEO Tim Cook will be leaving in September and replaced by senior vice president of hardware engineering John Ternus.

Concrètement, Traders think it's almost certain that the company will mention on its earnings call China and tariffs, placing odds at 98% and 96%, respectively.

Au-delà de ce constat, Apple has a deal with Google to implement the model into its Apple Intelligence features, but Apple is also widely viewed by Wall Street as the biggest tech laggard on AI development.

Reste à préciser que Apple has reportedly been working on designing an AI-supported smart glasses product as a new wearable technology for quite some time, but has yet to make a formal announcement of the development.

Les chiffres

À noter par ailleurs : Google's artificial intelligence model Gemini has a 27% chance to get mentioned.

Plus précisément, Meanwhile, traders mostly think the company won't chat about glasses, assigning only a 24% chance.

Dans la foulée, Traders also give just a 9% chance the company says fold, folding or foldable.

À ce stade, However, a Bloomberg report indicates a planned fall 2026 launch is still on schedule.

Le contexte

Reste à préciser que That's after a report this month that the timeline for the development Apple's proposed foldable iPhone is delayed.

À noter par ailleurs : But there are other topics that traders are more divided on.

Plus précisément, Disclosure: CNBC and Kalshi have a commercial relationship that includes a CNBC minority investment.

Recherches associées

Plusieurs requêtes connexes accompagnent ce sujet : Top Bank Delivers Blunt Call on Amazon, Microsoft, Apple Ahead of Earnings • UBS Raises Apple Stock Price Target Ahead of Earnings • Apple dépasse les prévisions avec un chiffre d'affaires de 111,18 milliards de dollars, mais seulement 56,99 milliards de dollars de ventes d'iPhone • Apple augmente fortement ses profits, en dépit du contentieux commercial sino-américain • Oui, cette Apple Watch à moins de 100 euros est bien en stock ce mardi - Ouest • L’action Apple réduit ses gains suite aux retards de mise à niveau de Siri.

À retenir

• Apple is set to report earnings after the bell on Thursday, with its conference call scheduled for 5:00 pm ET.
• On Apple's first earnings call since the company announced its planned C-suite changes, traders on Kalshi think the company may discuss its creator studio, streaming platform and a fellow megacap tech company's artificial intelligence model.
• Apple is set to report earnings after the bell on Thursday, just over a week since the company announced that longtime CEO Tim Cook will be leaving in September and replaced by senior vice president of hardware engineering John Ternus.
• Recherches qui explosent : Top Bank Delivers Blunt Call on Amazon, Microsoft, Apple Ahead of Earnings, UBS Raises Apple Stock Price Target Ahead of Earnings, Apple dépasse les prévisions avec un chiffre d'affaires de 111,18 milliards de dollars, mais seulement 56,99 milliards de dollars de ventes d'iPhone, Apple augmente fortement ses profits, en dépit du contentieux commercial sino-américain.