From Financial Modeling Prep: 2025-04-07 03:39:00

Wedbush analyst Dan Ives warns new U.S. tariffs could cost Apple $39.5 billion, reducing its operating profit and EPS by 32%. Mizuho predicts Amazon Web Services revenue growth to be “back-end loaded” in 2025 due to soft early sales and increased competition from Google Cloud.

Ives highlights that 90% of Apple’s products are made in China, facing tariffs of 54% for China and 32% for Taiwan. To counter costs, Apple may need to raise prices by 40%, potentially dampening demand. Even with production diversification efforts, profit and EPS could significantly decline.

Mizuho’s research shows AWS revenue growth will pick up in 2025, with early sales cycles slowing, especially in financial services. New pricing incentives for AI inferencing aim to counter competition, particularly from Google Cloud. Mizuho expects AWS’s revenue growth to be stronger in the latter part of the year.

To stay informed, utilize real-time data resources like the Balance Sheet Statements API to track Apple’s financial health post-tariffs and the Financial Growth API to analyze revenue trends for AWS and other tech players amidst market conditions.

The threat of increased costs from tariffs presents a major challenge for Apple, while AWS’s revenue growth being “back-end loaded” indicates a potential turnaround later in the year. These contrasting scenarios highlight the complexities faced by U.S. tech giants in the current environment.



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