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BBCNEWS BBC News June 4, 2024 01:30:00

Performance in china. 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 ....

Share Gains , Dan Ives , Consumer Sentiment , Growth Story , Big Tech Earnings ,

BBCNEWS Asia Business Report June 4, 2024 00:30:00

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 ....

Dan Ives , Share Gains , Consumer Sentiment , Growth Story , Big Tech Earnings , Apple Growth Story Plays Out Stop ,

BBCNEWS Asia Business Report June 4, 2024 01:30:00

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 ....

Dan Ives , Share Gains , Consumer Sentiment , Growth Story , Big Tech Earnings ,