Sign up to save your podcasts
Or
Share Pressure Points: Apple 1Q'25 Earnings
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Pressure Points: Apple 1Q'25 Earnings
Apple's quarter was not as bad as the numbers first looked based on channel inventory and the guide. I still believe Apple Intelligence will reaccelerate iPhone sales starting in June based on early uptake data in the US.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
View all episodes
By Deepwater Asset Management
5
33 ratings
Apple's quarter was not as bad as the numbers first looked based on channel inventory and the guide. I still believe Apple Intelligence will reaccelerate iPhone sales starting in June based on early uptake data in the US.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
More shows like Pressure Points
View all
The Information's TITV
64 Listeners
CNBC's "Fast Money"
1,354 Listeners
The a16z Show
1,095 Listeners
FYI - For Your Innovation
399 Listeners
The Compound and Friends
2,157 Listeners
Barron's Streetwise
1,564 Listeners
Big Technology Podcast
506 Listeners
Halftime Report
409 Listeners
Ask The Compound
339 Listeners
Closing Bell
170 Listeners
The Circuit
39 Listeners
No Priors: Artificial Intelligence | Technology | Startups
145 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
489 Listeners
Never Sell
8 Listeners
The Real Eisman Playbook
217 Listeners