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Apple revenue could actually benefit from China tariff war

AppleInsider Monday, 28 April 2025 ()
Analysts at JP Morgan are looking more favorably at Q2 results, predicting that Apple may actually see increased revenue in Q3 thanks to short-term effects of the ongoing U.S.-China tariff battle.

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Apple will be reporting its Q2 2025 earnings on May 1, to a background of a tariff war between the U.S. and China. Despite the noise, JP Morgan is still looking towards good results for the concluded quarter.

In the near-term view, a note to investors seen by AppleInsider proposes Apple will have a good quarter, thanks to a pull-forward of demand for iPhones, Macs, and other products. The early-year threat of tariffs will have modestly increased demand, causing early consumer upgrades as well as an increased influx of inventory by retailers.Continue Reading on AppleInsider | Discuss on our Forums
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