Quarterly forecast: Exploding storage prices – not a problem for Apple (yet) | News

A week from Thursday, Apple will announce its next quarterly figures, which refer to the months October to December 2025. One thing is certain: it is likely to have been the financially strongest quarter in the company’s history. The investment bank Evercore takes a look at the upcoming major event in an analysis and presents the current assessments to investors. Among other things, it is about a topic that is currently causing unrest in the industry – this refers to the exploding storage prices in view of the market-wide shortage due to rapidly increasing demand (see, among other things, here).

Long-term delivery agreements still apply
However, according to Evercore, developments over the last 12 months do not pose an immediate problem for Apple. According to its own information, long-term supply contracts are still running with conditions that are advantageous for Apple. Those agreements last until the end of the year, which is why no difficulties are expected in the coming quarters. However, if the situation does not change by then, things will look different – because then Apple would also have to dig much deeper into its pockets for the corresponding components. It remains questionable whether additional costs can be completely offset by other savings or passed on to customers.

iPhone 17 and services shined in the last quarter
Evercore sees two divisions as particular sales drivers in the past quarter. As has often been mentioned, Apple is likely to have achieved double-digit growth with the iPhone 17 – the investment specialist assumes +17%. This in turn creates additional demand for offers such as AppleCare or other service bundles. The services division shone once again. Evercore expects an increase of 13 percent year-on-year, with only the weak gaming market in Asia causing some dampening.