Apple:

Apple today announced financial results for its fiscal 2025 third quarter ended June 28, 2025. The Company posted quarterly revenue of $94.0 billion, up 10 percent year over year, and quarterly diluted earnings per share of $1.57, up 12 percent year over year.

Apple also reported “double-digit growth in iPhone, Mac and Services,” 12% EPS growth year over year, and “a new all-time high” installed base.

All in all, a strong quarter despite a significant impact from tariffs. During the earnings call, Tim Cook reported a small “pull forward of demand”—that is, purchases made sooner because of tariff concerns—but said it was only about one percentage point of the ten-point growth they saw. A bigger impact was the tariffs themselves. Cook said of this (as transcribed by 9to5Mac):

For the June quarter, we incurred approximately $800 million of tariff-related costs. For the September quarter, assuming the current global tariff rates, policies, and applications the balance of the quarter, and no new tariffs are added, we estimate the impact to add about $1.1 billion to our costs.

In addition to tariff uncertainty, Apple is also looking at a potential dent to its services revenue next quarter. Daniel Howley at Yahoo Finance:

The company could also have to deal with the impact of Google's antitrust lawsuit on the company's $20 billion per year agreement to use Google Search as the default option in the Safari browser and Siri.

Apple stock rose nearly 3% after hours before settling back under 2% as I publish.

See also: Jason Snell at Six Colors has his colorful charts up.