Top

Interview: Apple’s Optimism Shines Amid Second-Quarter Earnings

Our Research Director, Tarun Pathak, in a recent interview with CNBC gives his key takeaways on the tech giant Apple second-quarter earnings.

The Interview

Key Takeaways

-Apple showed significant optimism about the future, particularly in leveraging AI and integrating GenAI into their products.
-Apple announced $110 Billion Buyback Program, which signals a positive outlook for the company’s future, reflecting confidence in long-term strategy.
-Even though the iPhone sales declined, the market still responded positively to that.
-Services revenue is robust, supported by a billion paying subscribers which is rare in the tech space.
-Competitive pressures from Huawei in the Android space in China and advancements in Android’s Gen AI features present challenges.
-Apple’s outlook to conquer this competitive pressure in China remains to be seen.

Related Posts

Interview: SoftBank’s AI Turnaround Strategy- Diversification and Profitability Focus

Our Research Vice President, Neil Shah, in a recent interview with CNBC gives his main takeaways on Softbank Group’s and its diversification beyond its overexposure with Arm to capitalize on the expanding AI market.

The Interview

Key Takeaways

– SoftBank Group’s turnaround hinges on AI investments but remains overexposed with Arm.
– SoftBank Group’s value chain, from Arm designs to chips manufacturing currently supported by cloud giant, NVIDIA
– SoftBank should diversify investments beyond NVIDIA into chip makers, device manufacturers, and software firms to capitalize on the expanding AI market over the next decade.
– SoftBank’s future investments in AI will likely need to focus on companies that can demonstrate profitability within the evolving AI landscape.

Related Posts

Counterpoint’s Kang on Samsung, Chips

Tom Kang, Research Director at Counterpoint, discusses the outlook for Samsung as the company posts its sixth straight quarter of declining operating profit. He speaks with Annabelle Droulers and Haidi Stroud-Watts on “Daybreak Asia”…Watch here

OpenAI Leadership Drama

Earlier I spoke to Wei Sun, an AI expert from Counterpoint Research, who told me how the AI community in China has reacted to the news…Read more

Video: OPPO, OnePlus & realme to Operate Separately in India ft. Tarun Pathak

Our Senior Research Director, Tarun Pathak, discusses the current development on BBK Electronics Corp., the parent company of OPPO, OnePlus, and realme, which has separated the three brands, accounting for their own sales books in India.

Watch the full video below:

Related Posts

Bloomberg TV: Counterpoint Research's Tarun Pathak on IPL Media Auction

Our Research Director, Tarun Pathak,  discusses the winners and losers in the Indian Premier League media auction. He speaks with Rishaad Salamat and Haslinda Amin on “Bloomberg Markets: Asia”.

Watch the full video below:

Related Posts

Business Today Featuring Tarun Pathak: Tech Today: Apple vs FB!

Facebook says Apple iOS privacy change will result in $10 billion revenue hit this year. How could one feature change from Apple cost Facebook or meta billions of dollars?

Our Research Director, Tarun Pathak, who has been tracking this space, understands how Apple and Facebook operate and what Apple does inside these devices.

NDTV Featuring Tarun Pathak: Why Airlines Are Worried About 5G Interference With Flights

Several long-haul flights to the US have been cancelled this week including 4 Air India flights amid fears that 5G towers could interfere with the landing systems of planes, especially in bad weather. Are airlines’ fear justified? Our Research Director, Tarun Pathak, recently shared his views with NDTV on this subject .

More videos below:

 

ET Now Featuring Tarun Pathak: Impact of Chip Shortage

As semiconductor chip shortage woes continue, JioPhone Next and several other smartphone launches are likely to be delayed. Our Research Director Tarun Pathak recently shared his view on ET Now on how hard will the smartphone segment be hit?

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited

Registration

In order to access Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.

How to unsubscribe and Termination

You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time. In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.

Website Content and Copyright

This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.

Changes or Updates to the Website

The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information: While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.

Third Party Links: This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.

Cookies and Tracking

We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans.
Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.