Rick Munarriz
👤 SpeakerAppearances Over Time
Podcast Appearances
So let's start with Apple.
Where do you stand?
I think they're going to be a beat and raise.
I think a beaten raise is in order.
Yeah.
Yeah.
I'm concerned that maybe margins may take a hit, whether tariffs or any other things are just weighing in because it's going to be a very hardware driven quarter.
So the margins may not be as nice as a pure services driven quarter.
But yeah, I'm with you on the beaten raise.
How about meta?
I agree with you.
Mostly because this is the end of their fiscal year.
So, I mean, I don't think they've even issued guidance for 2026.
But even then, yeah, I think I'm comfortable with just saying a beat, not a raise.
But ideally, hopefully, you know, guidance that's not problematic.
I'm encouraged to that.
Let's close with Microsoft.
Miss, beat, or raise?
I want to get a little spicy here.
I think they're going to miss.