Phillip Securities Research Timothy Ang Previews Apple, Amazon Earnings

The video discusses Amazon's bullish outlook due to its digital space expansion and cloud leadership, while highlighting risks like labor costs. Amazon's advertising revenue is expected to grow as it manages supply chain issues effectively. In contrast, Apple faces challenges such as supply chain disruptions and legal risks, but remains bullish due to the 5G upgrade cycle and strong market position.

What is one of the key reasons for Amazon's bullish outlook?

• Partnership with Apple

• Increased market share in the digital space

• Decreased competition in cloud services

• New product launches

What is a near-term risk for Amazon mentioned in the analysis?

• Decreasing demand for cloud services

• Rising labor and fulfillment costs

• Increased competition from Apple

• Decline in digital advertising

How is Amazon handling supply chain issues to boost advertising revenue?

• By offering discounts to sellers

• By partnering with logistics companies

• By investing in infrastructure to ensure timely deliveries

• By reducing shipping costs

What is a challenge Apple is facing according to the analysis?

• Supply chain disruptions due to lockdowns

• Lack of innovation in new products

• Decreasing demand for iPhones

• Increased competition from Amazon

What positive trend is expected to benefit Apple's market position?

• Introduction of new product lines

• Expansion into new markets

• Faster upgrade cycle to 5G

• Partnership with Amazon