Apple
AAPLQ2 2025Estimated1% AI
AI Revenue %
1%
AI Fair Value
$19.2B
AI Revenue (Q)
$2.1B
Total Revenue (Q)
$210.3B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q for Q3 FY2025. Products: $66.6B, Services: $27.4B. iPhone $44.6B (+13% YoY), Mac $8.0B (+15%), iPad $6.6B (-8%), Services $27.4B (+13%). iOS 26 announced at WWDC. iPhone +13% growth notable but driven by multiple factors (Greater China recovery, normal cycle). Tariff concerns ongoing. Apple Intelligence maturing but still no separate monetization. Conservative 1% maintained. $94.0B x 1% = $940M.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix