Apple (AAPL)
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EPS Estimate: ~$1.43 per share, up modestly from ~$1.40 year‑ago
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Revenue Forecast: ~$89.35 billion, implying ~3–4% growth. Includes iPhone revenue around $39–40 billion and Services near $26.8 billion (up ~11%)
Key Watchpoints:
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Tariff impact (~$900 million) compressing gross margins (~45.5–46.5%)
Progress on Apple’s AI initiatives and commentary around AI & services growth strategy
In summary: Investors expect steady top-line growth with mild EPS expansion. Margins and AI momentum will be under close scrutiny.
Amazon (AMZN)
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EPS Estimate: – 1.33, up from $1.26
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Revenue Forecast: ~$162.2 billion, up ~9–10% YoY
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Revenue Breakdown (approx.):
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Online stores: ~$59 b
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Physical stores: ~$5.5 b
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Third‑party seller services: ~$39 b
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Subscription services: ~$12 b
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AWS: ~$30.8 b, up ~17%
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Key Themes to Watch:
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AWS growth trajectory and margins amid heavy AI/data‑center investments (> $100 b capex)
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Effects of tariffs on retail costs, third‑party sellers and future pricing power
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Prime Day outcome and performance across advertising and subscription services
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In short: Amazon is expected to deliver solid top-line and EPS growth alongside AWS strength. Market focus centers on margin sustainability, AI-related capex, and tariff exposure
This article was written by Greg Michalowski at investinglive.com.