Pressure Points: Apple 1Q'25 Earnings
Pressure Points - En podkast av Deepwater Asset Management
Kategorier:
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
