Tim Stenovec

We know the numbers in Greater China are really good, but how did this iPhone do there?

I'm super cautious because sometimes we've relied on third-party data.

Like, I won't name it.

It would be a bit unfair.

But there are various third-party data sets that say, oh, no, Apple's doing really badly in China.

Okay.

I'll stick to my guns.

And, you know, and then Apple comes around with earnings and the opposite has been true on more than one occasion.

But this occasion, like the third party data, this sort of incremental anecdotal of people queuing up for the iPhone 17 in all markets, but like greater China, it was kind of there.

So that's interesting.

Where else do you want to go?

I mean, you know, this is Apple.

There's anything.

We want to go to AI.

Yeah.

Yes, you want to ask me about the thing that they have nothing to say about right now, sure.

I go back to basics and I kind of rely on Bloomberg's Mark Gurman, who is one of the world's leading journalists when it comes to covering not just Apple, but consumer electronics.

And in the context of this earnings print, what he's written is probably true, that Apple has done enough.

to mask over or allay the concerns that investors have about a lack of progress in AI as a product.

You know, the reporting's quite clear and it's been announced now officially, right, that at least on the interim, Apple's AI generation of Siri will be underpinned by Gemini.