In the first quarter of 2025, Berkshire Hathaway sold approximately $4 billion worth of Apple shares, reducing its stake by nearly 3 % and reallocating capital into cash and U.S. Treasuries. Prior to the sale, Apple represented about 40 % of Berkshire’s equity portfolio, underscoring the scale of the divestiture. Despite the reduction, Berkshire remains one of Apple’s largest shareholders, holding close to 5 % of the company’s outstanding shares. This move signals a cautious shift by one of the market’s most renowned investors, potentially influencing institutional sentiment toward rebalancing large-cap technology allocations.

During the 2025 holiday quarter, Apple reasserted itself as the top-selling smartphone brand in China, driven by a 15 % year-over-year increase in iPhone shipments. The iPhone 17 accounted for nearly 60 % of all unit sales, overcoming a deepening global memory-chip shortage that hampered competitors’ supply chains. Local research firm CIC reported that Apple captured 22 % of the total market in December, edging out rival brands by over 3 percentage points. Strength in greater China helped services revenue climb by 12 % sequentially, bolstering overall fiscal Q1 2026 guidance.

Apple has forged a strategic deal to integrate Google’s Gemini large language model into its next-generation Siri and Apple Intelligence platforms, aiming to deliver personalized AI features to its 2.4 billion active iOS devices. CEO Tim Cook indicated that this partnership will accelerate rollout of on-device language processing later this year, supporting advanced use cases across messaging, productivity, and augmented-reality experiences. Meanwhile, Apple is preparing for the 6G era and development of AI-powered smart glasses, positioning the company to potentially add 15 % to services revenue over the next five years driven by new subscription tiers and in-app monetization opportunities.

For fiscal 2025, Apple generated $416 billion in revenue—up 8 % year-over-year—and delivered $112 billion in net income, resulting in a net margin of 26.9 %. The company ended the year with roughly $55 billion in cash and cash equivalents, supporting a $100 billion share-repurchase program and sustaining a quarterly dividend yield of 0.4 %. Analysts project annual earnings per share to rise by 10 % in fiscal 2026, underpinned by stable iPhone replacement cycles and accelerating growth in services, wearables, and regulatory-approved new ventures such as health-care monitoring and financial services APIs.