We cannot accurately estimate the impact of the encumbrances, but, assuming that the current global tariff types do not change For the rest of the quarter, we estimate that the impact will add US $ 900 million to our costs, said the executive of AppleTim Cook, in a call with investors to socialize the quarterly results of the company.
Cook clarified that this Estimation should not be used to make projections on future patterns, since the third quarter – which for the company ends in June, because it does not follow the natural commercial calendar – also It is benefited by other factors.
In addition, the executive director said that it is very difficult to know what will happen after June, since it does not know what will happen to the dutybut stressed that the entity will manage this economic panorama making meditated and deliberate decisions, with the approach put on invest in the long term and with dedication in innovation.
The tycoon also said that most of the iPhones sold in USA They come from Indiawhile almost all iPad, Mac, Apple Watch and Airpods will be manufactured in Vietnamtwo countries with tariff types lower than those of China.
Nevertheless, China —What imposes up to a 245% tax in some products imported by the US.– It will continue to be the origin of the vast majority of products of products outside the country.
The call to Investors shortly after Apple published its results of the second quarter of its fiscal year and first of 2025, when its profits increased by 4.8%, to the US $ 24 thousand 780 millionwhile their income grew 5.07%.
According to Cook, who in recent months has shown a notable Approach with Trumplike other technological leaders, taxes They had a limited effect In these three months, since the company optimized its supply chain and stocks.
Also read: Trump makes agreement with car manufacturers to reduce tariff impact
After the call to investors, the Apple actions 4% fell in electronic operations after the closure of Wall Street.
On the other hand, the company announced a shares of shares of up to US $ 100 billion The next quarter, a figure below US $ 110 billion of 2024.