BullDigest's June 2 Post-Market Summary of Apple Inc.

02.06.2025 22:01
bulldigest.com
Keywords: Post-Market, Summary, Apple Inc.

Check out BullDigest's June 2 Post-Market Summary of Apple Inc.. We provide a summary of the key news from market opening hours.

Estimated market influence

Apple

Positivesentiment_satisfied

Analyst rating: Buy

Appealing EU's Digital Markets Act, working on satellite features in devices like Apple Watch Ultra 3, leading Fortune 500 ranking, high revenue per employee, expected to outline progress in AI at WWDC 2025

Amazon

Negativesentiment_dissatisfied

Analyst rating: Strong buy

Offering deals on Apple products, lower revenue per employee compared to Apple

UnitedHealth Group

Neutralsentiment_neutral

Analyst rating: Buy

Ranked 3rd in the 2025 Fortune 500

Alphabet

Neutralsentiment_neutral

Analyst rating: Strong buy

Most profitable company in the top 10 of Fortune 500

Globalstar

Neutralsentiment_neutral

Analyst rating: Strong buy

Partnered with Apple for limited emergency satellite features

T-Mobile

Neutralsentiment_neutral

Analyst rating: Buy

Partnered with Elon Musk for direct-to-smartphone satellite connectivity

Axon Enterprise

Neutralsentiment_neutral

Analyst rating: Buy

CEO Rick Smith had the highest CEO compensation among S&P 500 companies in 2024

Walmart

Neutralsentiment_neutral

Analyst rating: Strong buy

Ranked 1st in the 2025 Fortune 500

Elon Musk

Neutralsentiment_neutral

Analyst rating: N/A

Proposed a $5 billion deal for Apple to integrate Starlink into iPhones, partnered with T-Mobile for direct-to-smartphone satellite connectivity

Starlink

Neutralsentiment_neutral

Analyst rating: N/A

Proposed to be integrated into iPhones by Elon Musk

iPad

Neutralsentiment_neutral

Analyst rating: Neutral

Used by influencers for digital planning

iPhone

Neutralsentiment_neutral

Analyst rating: N/A

Used by influencers for high-quality photos/videos

MacBook

Neutralsentiment_neutral

Analyst rating: N/A

Used by influencers for video editing/graphic design

Apple Watch

Neutralsentiment_neutral

Analyst rating: N/A

Working on satellite features in devices like Apple Watch Ultra 3

iPadOS

Neutralsentiment_neutral

Analyst rating: N/A

Expected to feature a visual redesign at WWDC 2025

iOS

Neutralsentiment_neutral

Analyst rating: Neutral

Expected to feature a visual redesign at WWDC 2025, AI-powered battery management

macOS

Neutralsentiment_neutral

Analyst rating: N/A

Expected to feature a visual redesign at WWDC 2025, dedicated gaming app

WWDC

Neutralsentiment_neutral

Analyst rating: N/A

Expected to feature a visual redesign of Apple's operating systems, release of Apple Intelligence

Siri

Neutralsentiment_neutral

Analyst rating: N/A

Expected to be improved at WWDC 2025

Shortcuts

Neutralsentiment_neutral

Analyst rating: N/A

Expected to be revamped at WWDC 2025

Project Mulberry

Neutralsentiment_neutral

Analyst rating: N/A

Expected to be an AI health coach in iOS 26

ChatGPT

Neutralsentiment_neutral

Analyst rating: N/A

Expected to have a competitor at WWDC 2025

Foundation Models

Neutralsentiment_neutral

Analyst rating: N/A

Expected to have updates at WWDC 2025

Gruber

Neutralsentiment_neutral

Analyst rating: N/A

Suggested that Apple will take a year off from big AI announcements, coming back with a bang in 2026

Gurman

Neutralsentiment_neutral

Analyst rating: N/A

Reported that Apple will use WWDC to outline the progress it's made in the field of AI

Fortune 500

Neutralsentiment_neutral

Analyst rating: N/A

Apple ranked 4th in the 2025 Fortune 500

Context

Business Insights and Market Implications Summary

iPhone 17 & iOS 26

iPhone 17: The base model may reuse the A18 chipset, while Pro models (A19 Pro) and a new "Air" model (A19) are expected. Design changes include larger camera bars for Pro models and a thinner chassis for the Air model.
iOS 26 (WWDC 2025):
- Debuting on June 9th with a Solarium design inspired by visionOS.
- AI-powered battery management exclusive to iPhone 15 Pro and newer models.
- Redesigned camera app, real-time AirPods Pro language translation, and an "Apple Games" hub.
- Enhanced accessibility features.

Apple Product Deals

Amazon offers discounts on Apple products, including:
- iPad 11 ($299)
- Apple Watch Series 10 (up to $100 off)
- iPad Air 11 ($599)
- Discounts on 2025 MacBook Air models.

Apple vs EU

DMA Appeal: Apple is appealing the EU's Digital Markets Act, citing privacy and security concerns.
Notification Content: Apple claims Meta requested information unrelated to core services.
Request for Consultation: Apple states the EU has not responded to feedback.

Apple's Fortune 500 Ranking

Ranked 4th in the 2025 Fortune 500, behind Walmart, Amazon, and UnitedHealth Group.
Alphabet was the most profitable company in the top 10.
Revenue threshold to make the list increased to $7.4 billion.

App Store Transparency Report

2024 Review: 7.7 million apps reviewed, with 1.9 million rejected.
Revenue: $406 billion in the USA.

Elon Musk vs. Apple

2022 Deal Proposal: Musk proposed a $5 billion deal for Starlink integration, which Apple rejected.
Partnership: Apple partnered with Globalstar for limited emergency satellite features.

Influencers and Apple Products

Influencers use iPhones, iPads, and MacBooks for content creation, generating income through sponsored posts and affiliate marketing.

Apple's Financial Performance

Revenue per Employee: $2.38 million in 2024, over five times Amazon's.

WWDC 2025 Expectations

Date: June 9th, featuring iOS 26, iPadOS 26, and macOS 26.
Features: Improved Siri, revamped Shortcuts app, AI health coach ("Project Mulberry"), and updates to Apple’s Foundation Models.
AI Focus: Apple may take a year off from big AI announcements, with plans for 2026.

CEO Compensation

Axon Enterprise: Rick Smith had the highest S&P 500 CEO compensation at $164.53 million.
Apple: Tim Cook's compensation was $74.61 million.

This summary highlights key business insights, market trends, and strategic considerations for Apple in 2025.