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RE: LeoThread 2024-11-01 06:32

in LeoFinance5 months ago

There’s been ongoing concern about Apple’s position in China. Is that the main takeaway for you?

Speaker: For me, the key takeaway is about Apple's future growth. I'm optimistic that Apple’s intelligence features will drive revenue growth, and I have high expectations for the next couple of years. However, the guidance dampened the hope for a 20% boost that some were expecting in the December quarter. The guidance was in the low single digits, while Wall Street was aiming for around 7%. So, we’re probably looking at growth between 5-6%, similar to the September quarter. This confirms that growth acceleration will take a few more quarters to materialize.