Apple reported record revenue in the March quarter driven by strong demand for iPhones and other devices ahead of potential new U.S. tariffs. Majority of U.S. iPhones will now come from India, while iPads and other devices will be imported from Vietnam.
Key Points
Record revenue of $95 billion in March quarter
Majority of U.S. iPhones to be sourced from India
Challenges from ongoing trade war with China
Pros
Record revenue reported by Apple in March quarter
Strong demand for iPhones and other devices
Shift of iPhone production to India could mitigate tariff impacts
Cons
Ongoing challenges due to exposure to China
Potential impact on operating profit from Google search engine royalties