Apple definitely had a approximate 2025

It was a difficult start for 2025 for the most valuable world company.

Apple is now facing three huge winds against its business: President Trump’s tariff and any impact that may have shipments from Asia; The possibility of losing its profitable deal with Google to serve as a virtual search engine; and Court ruling on Wednesday The evening that blew his control on the application store.

Any of these things can reach the Apple bottom, but combined, can be a brutal blow to the company’s investors, until this year, however, agreed to stabilize.

This is what is happening.

Apple arrows had The largest decrease in five years On April 3, after Trump announced the collective tariff plan. The shares have been ranked a little because those taxes remained unclear. But they are likely to affect product sales or eat in the famous Apple profit margins.

We may not have to wait a long time for the first insight into the company’s thinking.

Apple is scheduled to report its financial profits in the second quarter after the closure of the markets on Thursday, when we hear from CEO Tim Cook and the new financial manager of the company Kevan Barrick, on how Trump’s tariff affects the company’s business business. Long short story: Taxes may mean high prices for goods and in installing the demand for iPhone, MACS and iPads.

I say Be able to Because no one definitely knows. First, the Trump administration was appointed to impose 54 percent of the customs tariff on China (and others in India and Vietnam). Then it was shocked until a GPA 104 percentThen I shocked them more A total of 145 percent. but then Apple gave its re -postponement and said that the electronics fall under Separate semiconductor taxes Coming in May or June.

We don’t know how high these things are yet. According to what was reported, Apple was shipped 600 tons of iPhone devices From India to the United States, hoping to advance its influence.

Smart Move, since this is the largest business line of the company, but this may go for a long time. New iPhone devices are usually launched in September.

Billions of Google

Then there is a software side of work. This faces speed bumps. Let’s talk about the first.

We are currently in the treatment phase of the Google Monopathic Court of Re mones after Judge Amit Miha spent this year. Google has a monopoly In search and advertising. One part of the information that appeared in May: Google paid $ 20 billion in 2022 To be the virtual search engine in Safari, and according to $ 18 billion In 2021.

These revenues, about 5 percent of Apple’s net sales in 2022, are Under now. The US Department of Justice wants to do several things to end its monopoly. He – she Really you want Google to sell chromeFor example. But he also hopes to prevent Google from pushing its way to the virtual search engine in places like Safari.

He was the CEO of Alphabet Sundar Pichai Ask about the arrangement On Wednesday, according to my colleague David Pierce, who was in the room, he argued that Google should be allowed to pay for this right, as long as it is not exclusive.

Judge Mihata gets a decision of $ 20 billion.

Wednesday night.

Meanwhile, the last judge blew up a hole in the application store.

Judge IV Gonzalez Rogers of the American District Court in the Northern County in California spent on Wednesday evening that, immediately, Apple no longer charges fees on any purchases outside the application store.

Rogers accused the company and CEO of lying under the department and found that Apple had failed to comply with its order. Instead, she chose to “maintain the flow of revenues of billions of dollars in the direct challenge of this court.”

The court said that Apple has made it difficult and more expensive for developers linking them from applications to their web sites for payments.

Developers who impose things in their applications, such as subscriptions or elements in the game, now have an incentive to connect outside the application store. The fees have ended, and the court ruled that Apple could not “restrict or coordinate developers style or put bonds for outputs out of application”, reduce “the use of buttons or other calls to work,” or Plaster is any type of scary messenger other than “going to a third party site”.

Apple said it will fight the ruling. “We disagree strongly with the decision. We will represent the court and we will appeal.” freedom.

Look, I do not say Apple’s dead in the water here. Titan is still considered a supply chain processor. There is likely that there is no better person to be on his head as the company faces definitions. I can’t think about a tougher start in Apple in modern memory. Add everything, and by the end of 2025, you have new costs of customs tariffs and perhaps the revenue dramatically decreased from the organizers. The company needs to build something new that can go beyond iPhone and all revenues from the developers they brought, and may need to do so sooner, not later.