Apple beat on revenue, earnings and iPhone sales, but the stock slipped after hours as Greater China revenue missed estimates by about $1 billion. D.A. Davidson’s Gil Luria explains why investors are focused on what comes next: the end of the biggest iPhone upgrade cycle in five years, rising memory prices that could squeeze margins, and guidance in John Ternus’s first quarter as CEO. Luria also breaks down why Apple’s choice to sit out the AI spending race has paid off, and why its consumer focus remains a key advantage.
Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton.
00:00 Apple beats on revenue, earnings and iPhone
00:40 The end of the upgrade cycle
01:24 Memory prices and margins
02:05 John Ternus’s first big test
03:57 The Greater China miss
05:04 Sitting out the AI spending race
07:20 Why Apple stays consumer-focused
08:29 What Ternus needs to say
#apple #iphone #earnings
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571
source
