Rick Munarriz

It's been a little slow now.

We've had four years in a row, four fiscal years in a row of single-digit revenue growth.

But here we are with Apple expecting 10% to 12% revenue growth in the fiscal first quarter that it's going to report this week.

Unfortunately, analysts think for the full year, it'll be 9%, so it could be the fifth year.

But I think this is going to be a very important report for them, because if this guidance is something special, I think it could be something.

Because I think right now, Apple, which used to be the undisputed market cap gold medalist for years, it's now the bronze medalist.

And it's pretty much a bad quarterly report away from falling off the podium entirely, with Microsoft going back and forth and getting back on the podium for a change.

So, but yeah, it's services, incredible product for them and high margin business for them.

And it's not just iCloud Plus, iTunes in the App Store.

When you buy a new iPhone, it's just easy to sell the dive into subscriptions for AppleCare because you want that phone insured if you crack the screen.

Even though the new phone, I saw him sliding it out in a new commercial across the table, like it's now three times more scratch resistant.

Apple Arcade, Apple Fitness Plus, Apple Music, Apple News Plus, Apple TV Plus.

If you put a plus on it, Apple's going to find a way to make money out of it.

So...

Yeah, I'm hoping for a good report.

Let's talk Meta.

Meta, the company formerly known as Facebook, has delivered double digit revenue growth in 14 of the last 15 years.

So it's clearly growing pretty well, a much stronger double digit revenue growth streak than Apple is.

Yeah, and they have good momentum.

The last quarter for September, they had 3.54 billion average daily active users.