Mark Gurman
speaker
49 appearances
2 recordings
1 series
first heard Apr 2026
last heard 30 Apr
Mark Gurman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 2.
Appearances
Uh yeah, I mean this is going to be quite interesting, right?
A week ago they announced that Tim Cook is stepping down uh September first, being replaced by John Turnus, uh as we anticipated.
Uh I'll be looking out for any other new color on the transition if Turnis is going to speak and give some insights uh to Wall Street for the first time.
Wanna be interested to see how that all gets split up.
Obviously from a numbers perspective, we're expecting uh some pretty nice.
Numbers, right?
Uh 13 to 16% year-over-year revenue increases with Apple guided.
Uh a few key factors in there.
The biggest one is pent-up demand for iPhones 17 Pro and Pro Max.
That launched last September, obviously, but there were some supply chain constraints through the tail end of the first quarter, which means that some sales bled into the second quarter.
So we'll see a bit of an iPhone increase.
because of those products.
Uh and then they had their wave of new Mac and iPad and iPhone 17 E launches uh very much at the tail end of the March quarter, which obviously contributed as well.
Uh the MacBook Neo has been a strong seller, so you're likely to see uh a big jump in Mac revenue as well.
You know, the Qualcomm stuff i i is interesting, actually.
It's it's hard to put two and two together at at this point just because the Android market is not selling well in p in particular uh parts of the world like China.
You know, there's no telling if that means that the iPhone is also not selling well.
It's possible that the Android market is not selling well because people are buying iPhones instead.
So I
wouldn't read too much into
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