Aidan Donnelly

And I think even from the US perspective, in terms of bringing...

goods into the US, an awful lot of companies are looking to try to move from single source as well.

So, look, I think, you know, it's nice that there was an Entente Cordiale signed for a little while, but as we know, you know,

And certainly the Trump administration in a couple of months time could turn around and get annoyed about something.

And lo and behold, we're back to square one again.

So I would say a brief breath of relief, but nobody is certainly putting anything permanent around it.

Yeah, and that's ultimately the big thing here that the American administration might not want to admit it.

But the reality is when you look at the cards that China are holding, particularly around the rare earths and things like that, rare earth licenses and access to rare earths and how dependent the US is on that.

That is the key linchpin in all of this from the US side of it.

They really have to play nice and try to do it.

And it just shows what the real strength is in terms of the Chinese position there.

Yeah, yeah, good set of numbers.

The revenue for this quarter was solid and kind of came in a little bit better than expected.

The revenues overall grew about 8%, but I suppose what's interesting within that, it's actually not really the products that are driving it this quarter.

It's been very much around the music and everything else that they offer, but

What's going to potentially change in between now and this fourth quarter that we're in is they've ramped up their forecast for the iPhone.

So the iPhone 17 obviously went out in just a couple of weeks ago and they see it going to be significant tailwind in terms of numbers for this quarter.

So to the extent that they've actually increased their guidance for revenue for this quarter,

Wall Street had expected revenue growth of about 6%, and the company have come out now and saying that in the quarter, revenue growth is going to be between 10% and 12%, really all on the back of the iPhones, because they're basically expecting double-digit iPhone growth in December as a result of coming into Christmas and things like that.

Yeah.