Nabila Popal

You know, it's interesting to me that even after such an amazing quarter and such fantastic beats, I mean, I have analysts calling me or clients and just pretty much scratching their head, right?

Because even the street analysts, they had already baked in a great quarter in their estimates and Apple still blew them out of the park.

So despite all that, you would think everyone would just be celebrating.

But, you know, of course, I mean, everyone's concerned about the road ahead, right?

They did great.

now, but what's going to happen, especially with the memory crisis and crunch and all firms and analysts estimating the market is going to go down.

So everyone really wants to know, is Apple prepared for the year ahead?

So just in IPC data, we are forecasting in November, we had forecasted a 1% drop in 26, but now because of this memory crisis,

becoming worse.

We're looking at down to 5% of the smartphone market.

So I think it's a valid question, right?

The anxiety that how is Apple preparing?

And they also didn't address their AI strategy.

Even though now I think they're in a much better position to do so with a recent partnership with Google.

So I understand.

I can play both sides.

I think it is, you know, that's what we've been saying, too.

That's a fair assessment with your earlier guests.

And if you look at the smartphone market, right, and especially during this crisis and always whether it was even in the pandemic, Apple's, I don't want to say control, but leverage over the supply chain and their scale, you know, they're certainly getting longer contracts and better pricing.

So they're able to navigate the situation and they're in better position because they are a premium player and also are