Apple anticipates 900 million dollars of tariff impact. It is equivalent to the cost of producing almost two million iPhone

Apple has released the financial bomb that Wall Street was waiting for: 900 million dollars in extra costs For Trump’s tariffs.

The figure, although considerable, is less devastating than feared by analysts, a possible sign of the stealthy preparation that Apple had been executing for months.

The backdrop. Apple has exceeded expectations with 95.4 billion dollars in income, but The commercial war Draw a complicated horizon. Actions, in fact, fell 4% after closing. Not because of the present, above the expected, but for what will arrive after June.

The market was waiting for clear answers about the future from Apple, but instead received well -calculated evasive.

The money trail. Apple has also reduced its sharing repurchase program by 10,000 million compared to the previous year. It is the typical financial movement that goes unnoticed between tariff holders, but betrays a defensive position:

• Apple is accumulating effective before the commercial storm that is coming.
• The company that presumed from its treasury now protects it more than ever.

Between the lines. “I don’t want to predict the future because I’m not sure what will happen to tariffs,” Cook said in The subsequent call with investors.

It is not very common for a CEO to expose its uncertainty, and even less if we talk about Cook, known for its meticulous planning. Perhaps it is a symptom of the real problem: neither an all Apple can foresee the turns of Trump’s tariff policy.

• Emergency logistics reorganization, diverting iPhone manufacture towards India And from the rest of the products to Vietnam, it is impressive, but improvised: a plan B for which the deadlines have had to be accelerated.

At stake. The battle goes beyond 900 million in a quarter: it is for the future of Apple’s business model. It is the sale of premium products with margins far superior to the average of its sector manufactured in Asia.

If India is 5% or 8% more expensive than China, as analysts anticipate, it could lead to a blow to profitability. And would go far beyond a quarter. It is the first act of the threat of change for the technological value chain.

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Outstanding image | Rashed Paykary in Unspash