i spoke to tech analyst dan ives and he explained why us china tensions have not dented consumer sentiment. i think if you look at the share gains, we estimate about 300 bits of share gains in china from apple, and that s really been the hearts and lungs of the growth story for apple, and i think that is something that we see across big tech earnings, is a lot of fear going into big tech earnings. it s been a lot better than expected. that s a big reason that we have seen that green in the market, in terms of nasdaq. but in terms of apple s revenues, though, from the iphones, mac and ipads, basically all their major products, they were down in this most recent earnings. should that be concerning investors? in my opinion, it is all really about iphones, it is all about the iphone 15. that is to leave the focus going into this next six to nine months, and we estimate when you represent and , upgraded in four years, and that is the key to how the apple growth story plays
i asked tech analyst dan ives why us china tensions have not dented consumer sentiment. i think if you look at the share gains, we estimate about 300 bits of share gains in china from apple, and that s really been the hearts and lungs of the growth story for apple, and i think that is something that we see across big tech earnings, is a lot of fear going into big tech earnings. it s been a lot better than expected. that s a big reason that we have seen that green in the market, in terms of nasdaq. but in terms of apple s revenues, though, from the iphones, mac and ipads, basically all their major products, they were down in this most recent earnings. should that be concerning investors? in my opinion, it is all really about iphones, it is all about the iphone 15. that is to leave the focus going into this next six
performance in china. i spoke to tech analyst dan ives and he explained why us china tensions have not dented consumer sentiment. i think if you look at the share gains, we estimate about 300 bits of share gains in china from apple, and that s really been the hearts and lungs of the growth story for apple, and i think that is something that we see across big tech earnings, is a lot of fear going into big tech earnings. it s been a lot better than expected. that s a big reason that we have seen that green in the market, in terms of nasdaq. but that green in the market, in terms of nasdaq. that green in the market, in terms of nasdaq. but in terms of apple s terms of nasdaq. but in terms of apple s revenues, - terms of nasdaq. but in terms of apple s revenues, though, l of apple s revenues, though, from the iphones, mac and ipads, basically all their major products, they were down in this most recent earnings. should that be concerning investors? in should that be concerning investors
but apple also saw its iphone sales slip, despite a strong performance in china. i spoke to tech analyst dan ives and he explained why us china tensions have not dented consumer sentiment. i think if you look at the share gains, we estimate about 300 bits of share gains in china from apple, and that s really been the hearts and lungs of the growth story for apple, and i think that is something that we see across big tech earnings, is a lot of fear going into big tech earnings. it s been a lot better than expected. that s a big reason that we have seen that green in the market, in terms of nasdaq. but that green in the market, in terms of nasdaq. that green in the market, in terms of nasdaq. but in terms of apple s terms of nasdaq. but in terms of apple s revenues, - terms of nasdaq. but in terms of apple s revenues, though, l of apple s revenues, though, from the iphones, mac and ipads, basically all their major products, they were down in this most recent earnings. should that be c