Apple TV+ earned 81 Emmy nominations across 14 titles, including Severance and The StudioF1: The Movie grossed over $500M globally, adding streaming and video-on-demand revenue potential. Services sales rose 13.3% to $27.42B, with double-digit growth in both paid accounts and subscriptions. The success of titles like Severance has been a phenomenon for Apple TV+’s prospects, with 27 Emmy nominations. Apple TV+ achieved a record-breaking 81 Emmy nominations this year, spanning 14 original titles. Revenues from Apple TV+ are reported under Apple’s Services business, which accounted for 29.2% of third-quarter fiscal 2025 sales.

Apple faces tough competition in the streaming market, with Amazon and Netflix leading in market share. Netflix benefits from a growing subscriber base, while Amazon’s advertising business hit a milestone in the second quarter of 2025. Apple’s share price has dropped 9.8% year to date, underperforming the broader Computer and Technology sector’s return of 12.6%. The AAPL stock is trading at a premium, with a forward 12-month Price/Earnings of 29.24X compared with the broader sector’s 27.65X. The Zacks Consensus Estimate for fiscal 2025 earnings is pegged at $7.35 per share, up 3.4% over the past 30 days, suggesting 8.9% year-over-year growth. Apple currently carries a Zacks Rank #3 (Hold).

Read more at Zacks Investment Research: Can Strong Content Portfolio Drive Apple’s Streaming Prospects? – August 26, 2025