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.

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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?

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