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.

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Recordings per month over the last 12 months — 29 in all, peaking in Apr 2026 with 7.

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Bloomberg Tech · Earnings Analysis: Apple Tops Sales Estimates But Falls Short of Blowout Quarter · 30 Apr 2026 podcast

When you really had a bad year, you know, you're gonna go into the next year with a baseline that's low.

So that's one.

Second, you are also looking at promotions in that geography sometimes.

It's not like all the time, but you know, but when your competitor is raising prices.

You take your base model and you push it as hard as you can and you actually get you know, I would be very surprised if they don't say that uh China iPhone revenue, which they don't give, frankly, wasn't up more than twenty, twenty five percent.

Like I would be very surprised if that's not the number.

Because, you know, one of the things as I said, the base was so small, they I mean, in a sense the comparison was easier and they have been extremely aggressive in terms of marketing that product while the others have not been.

So they would ta typically talk about a handful of things.

One, uh, they would give overall guidance in terms of total revenue growth.

Sometimes they would give uh iPhone guidance, sometimes they won't.

Last time they did give some indication of where it could be.

Um they talk about gross margins in total.

They don't really go down on a segment level.

Um and again, I think the number that usually is consistent is total revenue line, but the others, you know, things do bounce around.

But

I think the the the soft commentary around pricing of memory, I think is is going to be one of the most important factors.

You know, I have been surprised because yes, they are the biggest and they are but you know, when something goes up

50%, 75%, 100%.

You know, you you you understand even the person who's selling it cannot do anything about it.

So you have to eat up some of the cost.

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