Anurag Rana
speaker
534 appearances
29 recordings
3 series
first heard Dec 2025
last heard 10 Sep
Anurag Rana’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.
Appearances
They're gonna spend they're gonna generate over $100 billion in free cash flow and they're gonna buy back their stock with it.
They're not gonna build data centers with it.
absolutely right.
Yeah, absolutely right.
But but you know, I I all I'm saying is, you know, when you look at a company like an Apple and a Costco, it really is a different business model compared to all the others.
And I think most people forget that.
This is something that's going to be around for a very long time, spits out of a lot of cash, even if in a in a in a quarter they don't grow, does not matter.
The free cash flow still comes in and they keep on buying back more shares.
Memory prices, what's the iPhone story look like in the next quarter and what kind of new products can we see uh during the September?
There will be questions on Siri, but I think they will punt it and say, Well log in on June eighth and see it.
But to be very honest, thanks to Mark Gurman, we already know what's gonna happen on June eighth.
Yeah, the gross margins are up about two hundred twenty basis points.
So that's a very good number.
Now that could just be a make shift towards services, but I think the number one call or the question on the call has to be what's m what are memory prices doing to all their products and
Up till how long can we anticipate these margins actually holding up?
Because when I looked at consensus even before the call, um, for the next two quarters, consensus is not anticipating any degradation in margins, which it was a bit surprising to me because we all know memory prices are through the roof right now.
Um forty nine point two compared to forty seven last year.
La last year, same quarter.
So two things happen.
One is easier comparison.
Showing 181–200 of 534 · page 10 of 27
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