My Initial Reaction to Apple’s Strong 4Q25 Earnings, How Apple’s Results Compared to My Estimates

Today's Above Avalon Daily update includes the following stories:

  • My Initial Reaction to Apple’s Strong 4Q25 Earnings

  • How Apple’s Results Compared to My Estimates

Hello everyone. Welcome to a special Halloween edition of the Above Avalon Daily. While there may be some scary displays this evening trick-or-treating, Apple’s earnings release and call were the opposite of frightening. Let’s discuss. Today’s update will begin our Apple earnings review.

We will kick things off with my initial reaction to earnings. The second half of the update will go over the key numbers.

An Above Avalon Daily subscription is required to read this daily update. Subscribers can read the update here.

An audio version of this update is available to members who have the podcast add-on attached to their membership.

Choose either a monthly or annual subscription. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and subscription status at any time.

Subscribe $20/month
Subscribe $200/year


Subscriber Privileges and Benefits

  • Exclusive Analysis. Receive the Above Avalon Daily newsletter, widely-recognized as the leading daily newsletter dedicated to Apple. Now in its tenth year.

  • Archive Access. Access previous updates sent to members in an easy-to-navigate archive built in Ghost.

  • Full Access to Above Avalon Forum. Access exclusive channels in the Above Avalon forum in Discord.

  • Email Access to Neil Cybart. Receive timely responses from Neil to email inquiries. 

  • Access Bundle Discounts. Customize a subscription with additional Above Avalon products and save: AVALON, Podcasts Packages, Inside Orchard, and Financial Models.

  • Above Avalon Support. Play an active role in supporting Above Avalon as an independent voice and resource. Above Avalon is 100% funded by subscribers.

Previous
Previous

Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business

Next
Next

My Apple 4Q25 Estimates, Above Avalon Expectation Meter (4Q25 Edition)