Analysts contradict Apple’s assessment of Q2, suggests pull-forward in demand helped

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Mac Support London - SupportPlan > Blog > Articles > Analysts contradict Apple’s assessment of Q2, suggests pull-forward in demand helped

Despite calling Apple’s Q2 earnings solid, which did beat Wall Street expectations, analysts are suggesting customers rushing to beat tariffs helped keep numbers up in uncertain conditions.

Smartphone close-up showing three camera lenses, one flash, against a black background with gray tech device icons.

iPhone pricing could change to help with tariff costs

Apple CEO Tim Cook got ahead of its earnings with a statement to CNBC suggesting that it didn’t see a significant pull-forward in demand in Q2 2025. The company beat Wall Street estimates with $95.4 billion in revenue.

Analysts, however, aren’t buying that narrative from Apple. Each report viewed by AppleInsider insists that pull-forward demand caused by panic buying before the extreme tariffs in April buoyed the quarter.

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