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Apple (AAPL) International Revenue in Focus: Trends and Expectations

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Have you looked into how Apple (AAPL - Free Report) performed internationally during the quarter ending June 2025? Considering the widespread global presence of this maker of iPhones, iPads and other products, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.

In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great importance on grasping the extent of a company's dependence on international markets, as it sheds light on the firm's earnings stability, its skill in leveraging various economic cycles and its broad growth potential.

Presence in international markets can act as a hedge against domestic economic downturns and provide access to faster-growing economies. However, this diversification also brings complexities due to currency fluctuations, geopolitical risks and differing market dynamics.

Upon examining AAPL's recent quarterly performance, we noticed several interesting patterns in the revenue generated from its international segments, which are commonly analyzed and observed by Wall Street experts.

The company's total revenue for the quarter stood at $94.04 billion, increasing 9.6% year over year. Now, let's delve into AAPL's international revenue breakdown to gain insights into the significance of its operations beyond home turf.

Trends in AAPL's Revenue from International Markets

Greater China generated $15.37 billion in revenues for the company in the last quarter, constituting 16.3% of the total. This represented a surprise of +0.63% compared to the $15.27 billion projected by Wall Street analysts. Comparatively, in the previous quarter, Greater China accounted for $16 billion (16.8%), and in the year-ago quarter, it contributed $14.73 billion (17.2%) to the total revenue.

Of the total revenue, $24.01 billion came from Europe during the last fiscal quarter, accounting for 25.5%. This represented a surprise of +5.54% as analysts had expected the region to contribute $22.75 billion to the total revenue. In comparison, the region contributed $24.45 billion, or 25.6%, and $21.88 billion, or 25.5%, to total revenue in the previous and year-ago quarters, respectively.

During the quarter, Japan contributed $5.78 billion in revenue, making up 6.2% of the total revenue. When compared to the consensus estimate of $5.63 billion, this meant a surprise of +2.75%. Looking back, Japan contributed $7.3 billion, or 7.7%, in the previous quarter, and $5.1 billion, or 5.9%, in the same quarter of the previous year.

Rest of Asia Pacific accounted for 8.2% of the company's total revenue during the quarter, translating to $7.67 billion. Revenues from this region represented a surprise of +15.64%, with Wall Street analysts collectively expecting $6.64 billion. When compared to the preceding quarter and the same quarter in the previous year, Rest of Asia Pacific contributed $7.29 billion (7.6%) and $6.39 billion (7.5%) to the total revenue, respectively.

Projected Revenues in Foreign Markets

For the current fiscal quarter, it is anticipated by Wall Street analysts that Apple will post revenues of $98.86 billion, which reflects an increase of 4.1% the same quarter in the previous year. The revenue contributions are expected to be 15.6% from Greater China ($15.43 billion), 25.2% from Europe ($24.87 billion)6.4% from Japan ($6.3 billion) and 7.4% from Rest of Asia Pacific ($7.32 billion).

For the full year, a total revenue of $405.08 billion is expected for the company, reflecting an increase of 3.6% from the year before. The revenues from Greater China, Europe, Japan and Rest of Asia Pacific are expected to make up 16.1%, 26.2%, 7%, and 7.8% of this total, corresponding to $65.22 billion, $105.94 billion, $28.21 billion, and $31.53 billion, respectively.

Final Thoughts

Relying on international markets for revenues, Apple faces both prospects and perils. Thus, tracking the company's international revenue trends is essential for accurately projecting its future trajectory.

In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.

At Zacks, we place significant importance on a company's evolving earnings outlook. This is based on empirical evidence demonstrating its strong influence on a stock's short-term price movements. Invariably, there exists a positive relationship -- an upward revision in earnings estimates is typically mirrored by a rise in the stock price.

Our proprietary stock rating tool, the Zacks Rank, with its externally validated exceptional track record, harnesses the power of earnings estimate revisions to serve as a dependable measure for anticipating the short-term price trends of stocks.

At present, Apple holds a Zacks Rank #3 (Hold). This ranking implies that its near-term performance might mirror the overall market movement. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

A Look at Apple's Recent Stock Price Performance

Over the preceding four weeks, the stock's value has diminished by 5.2%, against an upturn of 0.6% in the Zacks S&P 500 composite. In parallel, the Zacks Computer and Technology sector, which counts Apple among its entities, has appreciated by 3.4%. Over the past three months, the company's shares have seen an increase of 1.9% versus the S&P 500's 11.7% increase. The sector overall has witnessed an increase of 20.2% over the same period.


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