Could Apple’s (AAPL) Airline Move Reveal a New Approach to Audience Growth?

August 26, 2025

  • In August 2025, United Airlines announced that full seasons of select Apple TV+ original series, including Severance and Ted Lasso, are now available for free on over 130,000 seatback screens and in the United app, significantly expanding the airline’s inflight entertainment content.

  • This partnership could boost awareness and trial of Apple TV+ among United travelers, broadening Apple’s services reach beyond traditional streaming audiences.

  • We’ll explore how Berkshire Hathaway’s sizable reduction of Apple holdings, amid heightened competition in AI, impacts the company’s investment outlook.

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To own Apple stock today, investors need to believe in the company’s ability to expand its global ecosystem and maintain strong Services growth, even as device sales growth moderates. While the United Airlines partnership brings Apple TV+ originals to new inflight audiences, this news is unlikely to move the needle on short-term catalysts or meaningfully shift the company’s primary risks, which remain focused on tariffs, legal scrutiny, and competitive threats in AI.

One of the most relevant recent announcements is Apple’s $100 billion commitment to American manufacturing, alongside new collaborations with GlobalFoundries and Corning. These moves seek to reduce supply chain risks and support margin stability, which is top of mind for investors as geopolitical and cost pressures persist.

In contrast, investors should pay close attention to heightened regulatory scrutiny on Apple’s Services business, as ongoing lawsuits…

Read the full narrative on Apple (it’s free!)

Apple’s outlook projects $482.7 billion in revenue and $134.5 billion in earnings by 2028. This requires 5.7% annual revenue growth and a $35.2 billion increase in earnings from the current $99.3 billion level.

Uncover how Apple’s forecasts yield a $234.28 fair value, a 3% upside to its current price.

AAPL Community Fair Values as at Aug 2025
AAPL Community Fair Values as at Aug 2025

Over 140 individual fair value estimates from the Simply Wall St Community range between US$170 and US$309 per share. While many see upside or downside, concerns about legal and regulatory risks could weigh on future profitability, inviting a spectrum of opinions about Apple’s outlook.

Explore 143 other fair value estimates on Apple – why the stock might be worth 25% less than the current price!

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  • A great starting point for your Apple research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

  • Our free Apple research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Apple’s overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include AAPL.

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