Apple earnings drop in 90 minutes — here’s what Wall Street’s watching

2025-07-31 20:25:03

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Apple earnings drop in 90 minutes — here’s what Wall Street’s watching originally appeared on TheStreet.

Wall Street is gearing up for Apple’s (AAPL) third-quarter earnings, due after the bell on July 31. Analysts are forecasting that the tech giant will report earnings per share (EPS) of $1.43 on revenue of $89.22 billion, based on Bloomberg consensus estimates.

It’s a slight uptick from the $1.40 EPS and $85.7 billion revenue the company posted in the same quarter last year.

Investors are keeping an eye on the tech behemoth for another reported addition. A new Fortune report revealed that Apple is in early discussions with fellow tech giants Airbnb and Google to introduce stablecoins, aiming to bring them into the mainstream for facilitating cross-border payments and reducing trading costs.

Stablecoins could enable Apple to maximize transaction fees around the world, sources say — an indication that the technology company is making bigger moves into digital finance.

Analysts, however, are not expecting a huge revenue boost, as Trump has threatened a 25% tax on iPhones unless they are made in the US, resulting in margin pressure on quarter three and quarter four.

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Apple also has uncertainty around its $20 billion-per-year agreement with Google, which is at risk as a judge considers how to rule in the DOJ’s antitrust case, as per reports.

Reports also mention analysts like BofA’s Wamsi Mohan say the attention will be on margin performance and iPhone revenue, which they see rising slightly to $39.8 billion.

While Apple has not directly entered the crypto industry, it has eased up previous restrictions on crypto applications. Further, as of May, Apple Pay also supports stablecoin transactions with payment service provider, Mesh. The integration allows consumers to spend USDC and USDT at checkout and convert them to fiat in real-time.

Apple earnings drop in 90 minutes — here’s what Wall Street’s watching first appeared on TheStreet on Jul 31, 2025

This story was originally reported by TheStreet on Jul 31, 2025, where it first appeared.

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