Apple quarter income reports are usually not foiled for consumers’ interest. These are many sales numbers and specifications as to why the falling dollars, rising yen, or China head winds are affecting sales and revenue results.
Without the advantage of the introduction of the product, it can be a snoopfast, but at this time it should be different, and mostly because of Apple’s very large year.
In straight terms, Apple has a lot to do. So when the Apple CFO Kevin Prakha and CEO Tim Cook will spend the first half of the income call on Thursday, July 31 at 5pm on the ET (2PM PT / 10pm BST), which is more important than the profit, the operating costs, the capital, and even the stock of the stock.
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Analysts should kick and company quiz on these juicy titles:
AI and Apple Intelligence
As I wrote above, Apple is far behind in all the main AI race, and has promised that the latest Siri will show in the “coming year”, especially since the next year.
Analysts will rightly demand details. And when I do not expect the pandas under the kick, he can assure that a Siri who can compete, says, Gemini or Chattagat, will reach the end of this year to slip in 2026.
I would love to see the press kick on Apple’s overall AI strategy, which I believe is very careful because of being very careful. The competition is flying by abandoning the AI highway, and with sprintles or general artificial intelligence on the horizon, Apple cannot afford to take a slow view. Further delays and Apple will only be lost more than this AI race.
New products
During each income call, analysts made great efforts to mention the upcoming products to the kick. He never does, but Kick will talk about the “best lineup” of upcoming technologies. His enthusiasm can often speak soon about what to be expected and if any of it transmits the injection.
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Vision Pro pump up
Although the Vision Pro fails to rotate on the sales side, it is the most powerful and probably the best consumer technology that Apple has developed so far. I expect that kicks will highlight the interest of users and enterprises, as well as recent content successes, such as the Bono documentary.
This is the job of analysts, though, press the kick here and see if they get it to acknowledge that the Vision Pro will never become a user product, at least not at its current price.
AR throat (iglass, no?)
Here a good segar will return to the AR for the Kick for the future. Apple’s wearing games cannot be limited to watches and airbids, when Meta Ray Bean and Okale are making grass with all these meta -smart glasses.
If we only consider AR glasses, Apple still has some time when Google, Samsung, and Meta are still trying to find out how to make high quality lenses that don’t need large frames to help them.
Can analysts make food in mentioning the future “igogosis”?
Aviation or Bandi phone possibilities
Most people expect Apple this September that will provide its most thin iPhone in the shape of the iPhone 17 air. Kicks will not name this product, but they can mention “new form factors”, which can refer to thin air and, maybe, folding iPhone.
Although in both fields, Apple is behind Samsung, which now has the best and slim foldable design in the Samsung Galaxy Z Fold 7 and if disciplined, the Samsung Galaxy S25 Edge.
Analysts would like at least one indication that Apple has the answer to all of this.
Prices and US -based manufacturing
Cook wouldn’t want to talk about manufacturing, prices, or the boy who call it friend, President Trump. But analysts will ask for estimates and press how the revenue can affect the iPhone and other Apple gadgets.
Here, I expect the kick to offer at least some colors, if not solid estimates. He will once again talk about how Apple is ready for supply chain fluctuations, which includes component prices. He will assure everyone that Apple plans for this uncertain future.
Kick reminds people how Apple has already called manufacturing diverse so that it does not happen in China and indicates $ 500 billion investment in the United States, including the recently coming businessmen and manufacturing training programs for their business.
I do not know if it will satisfy everyone, especially not Trump, which has permanently demanded that Apple make an iPhone in the United States.
At least Coke will have to get the iPhone, for example, on the effects of marine changes and liquid glasses in all Apple’s major platforms. IOS 26, iPados 26, and MacOS 26 are the latest information and those who love them or not, they promise how they use these platforms.
Overall, it can be a very interesting and even controversial income report, and I will produce my popcorn.
