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 · last 12 months

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

We think the consensus of, you know, roughly around eight percent increase in iPhone may not be enough.

I mean they may have to raise those numbers, but we'll only find that about on the conference call uh because they don't give guidance on the uh there uh you know in the release.

So, you know, I'm expecting now based on what I read um that there is a high likelihood.

that they will talk about another strong iPhone quarter, um, you know, that's the s the the upcoming quarter.

Hundred percent, especially if the gross margins were forty nine, which is two hundred basis points above last year.

Absolutely, because it looks like they're doing better deals with their memory providers than the rest of them.

Now I could be completely wrong and on the conference call they say well wem memory prices is hurting us and we may take some prices.

But as of now what I see is them gaining market share.

So I mean when I look at the the lower end back, I frankly I mean whether you're a student or you are an emerging market, this is a very good place for you to get in.

Macs are much more stable than Windows devices.

You know, I've had only two Macs in the last eighteen years.

I mean, it's just unbelievably stable.

Yeah.

Um I mean it it's you know, it's a completely different ecosystem.

But what you do what you actually do is you get more people to buy your services.

And remember that's a ma high margin business.

There it is.

That's seventy five percent gross margins, whether it's the app store or, you know

uh Apple Care, whatever it is.

So I think the going down the curve um and and and having an entry level product is extremely important, especially because the growth is only going to come from emerging markets.

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