Anurag Rana

speaker

534 appearances 29 recordings 3 series first heard Dec 2025 last heard 6d ago

Anurag Rana’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Apple’s Ternus Era Starts the iPhone Duo · 10 Sep 2026 podcast

Even if it's a dud, it's okay.

But, you know, more experimentation would be really nice.

And I have a feeling that we're going to see that from him.

Bloomberg Tech · Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast · 30 Jul 2026 podcast

No, there was a beat on the iPhone number, so that's there, but here is the the kicker and I'm looking at gross margins, which was also pretty decent, which was a now that's a surprise because you would have expected your memory prices to start hitting.

Um the only place where I see slight uh hiccup is Greater China, so we'll find out what happened there.

Uh but it's a very minor problem, very minor miss.

I hope see for their sake, if they can figure out not to raise iPhone lower end prices, it's gonna be very good for them.

I think you have to raise prices first of all because the memory costs are very high.

But I think you I and we think it's better to do it on the higher end phones because you know, people like you are not sensitive to and you know, another few hundred dollars on a iPhone Pro Max.

So it's not going to that's not going to be the difference.

See that's another reason why they did that.

The the thing is I think there is one more good quarter of iPhone coming in, but then things get harder for them next year because then comparisons get tough.

You know, this is not a company you can grow iPhone twenty-two percent year after year.

You know, this is not a brand new product.

This is a replacement cycle uh story.

So you could see a little bit of a push for people pulling forward some of these things, but things are gonna get hard next year when you get into tougher comparisons.

Bloomberg Tech · Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter · 30 Jul 2026 podcast

Actually, much, much better than what I would have expected.

I mean, going from 237 in constant currency is phenomenal just because the size of this business is so large.

I mean, it's so much bigger than Oracle and so much bigger than Google, but it's a very big beat, frankly.

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