Apple
AAPLQ1 2025Estimated1% AI
AI Revenue %
1%
AI Fair Value
$19.2B
AI Revenue (Q)
$1.2B
Total Revenue (Q)
$119.6B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q for Q2 FY2025. Products: $68.7B, Services: $26.6B. iPhone $46.8B (+2% YoY), Mac $7.9B, iPad $6.4B, Services $26.6B (+12%). Apple Intelligence available ~5 months. iPhone 16e announced (lower-cost AI-capable device). New tariff headwinds discussed. Still no AI subscription tier or separate monetization. Same conservative 1% attribution. $95.4B x 1% = $954M.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix