{"id":49032,"date":"2026-05-01T11:35:08","date_gmt":"2026-05-01T11:35:08","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2026\/05\/01\/apples-china-sales-jumped-28-now-analysts-are-rethinking-aapl\/"},"modified":"2026-05-01T11:35:08","modified_gmt":"2026-05-01T11:35:08","slug":"apples-china-sales-jumped-28-now-analysts-are-rethinking-aapl","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2026\/05\/01\/apples-china-sales-jumped-28-now-analysts-are-rethinking-aapl\/","title":{"rendered":"Apple’s China sales jumped 28%: now analysts are rethinking AAPL"},"content":{"rendered":"
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Apple\u2019s biggest overhang over the past two years just turned into one of its strongest earnings positives.<\/p>\n

In fiscal second-quarter results released on Thursday, the company said Greater China revenue rose to $20.497 billion, up 28% from a year earlier and comfortably ahead of Wall Street expectations of around $19\u201319.5 billion.<\/p>\n

That made China one of the clearest beats in a quarter that was already strong across the board, with Apple posting record March-quarter revenue of $111.2 billion<\/a> and earnings per share of $2.01.<\/p>\n

Apple stock: From key risk to key support<\/h2>\n

The contrast with a year ago is sharp.<\/p>\n

In Apple\u2019s fiscal second quarter of 2025, Greater China revenue was $16.002 billion, and the region had been a major source of investor concern.<\/p>\n

This time, China not only rebounded, but it also stood out as one of the strongest contributors to the overall beat.<\/p>\n

Tim Cook said Apple delivered \u201cdouble-digit growth across every geographic segment\u201d and described the quarter as the company\u2019s \u201cbest March quarter ever.\u201d<\/p>\n

That matters because China has been central to the bear case for Apple for much of the past two years.<\/p>\n

Slower demand, intensifying local competition and persistent concerns about share loss to domestic brands such as Huawei had weighed on sentiment.<\/p>\n

Instead, Apple said its installed base of active devices reached a new all-time high, while services revenue also set a record.<\/p>\n

In simple terms, China shifted from being a potential drag to a meaningful positive in the quarter.<\/p>\n

Signals were there before earnings<\/h2>\n

This rebound did not come entirely out of nowhere. In late January, Apple\u2019s Greater China revenue jumped 38% to $25.53 billion in the holiday quarter, marking its strongest growth in the region in years.<\/p>\n

Then, in March, data showed Apple\u2019s smartphone sales in China rose 23% in the first nine weeks of 2026, even as the broader Chinese handset market declined about 4%.<\/p>\n

By April, Counterpoint Research data indicated iPhone shipments in China were up roughly 20% in the first quarter, the fastest growth among major vendors.<\/p>\n

The drivers point to a mix of cyclical and policy support rather than a purely one-off surge.<\/p>\n

Apple appears to have benefited from e-commerce discounting and eligibility for state-backed subsidies on certain iPhone models.<\/p>\n

Tim Cook also told analysts that Greater China revenue rose 33% in the first half of the fiscal year, with March-quarter growth at 28% and retail traffic increasing by double digits.<\/p>\n

What this means for AAPL now<\/h2>\n

The bigger implication is for valuation, as China was the key variable analysts were watching heading into the report.<\/p>\n

Now the question is whether the rebound marks a short-term boost or the early stages of a more durable recovery.<\/p>\n

Earlier in the year, analysts had described the 38% holiday-quarter growth as unusually strong, while still flagging longer-term competitive pressures.<\/p>\n

That tension remains, but the latest data gives Apple a stronger footing in that debate.<\/p>\n

The slowdown from 38% growth in the holiday quarter to 28% in the March quarter is also worth noting.<\/p>\n

This is not a case of China suddenly becoming an easy growth market again.<\/p>\n

Instead, it suggests the region may no longer be a consistent drag, which is enough to shift the narrative and reopen the upside case for the stock.<\/p>\n

The post Apple's China sales jumped 28%: now analysts are rethinking AAPL<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Apple\u2019s biggest overhang over the past two years just turned into one of its strongest earnings positives. In fiscal second-quarter results released on Thursday, the company said Greater China revenue rose to $20.497 billion, up 28% from a year earlier and comfortably ahead of Wall Street expectations of around $19\u201319.5 billion. That made China one <\/p>\n","protected":false},"author":1,"featured_media":49033,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-49032","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/49032","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=49032"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/49032\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/49033"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=49032"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=49032"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=49032"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}