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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
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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
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