What to Watch for in Apple’s Earnings Report

The transcript discusses the changing expectations of revenue growth for tech companies like Apple, Google, and Amazon over the past 90 days. It highlights the essential role of technology in daily life and Apple's growth drivers, including iPad, Mac, and the 5G iPhone cycle. The conversation also touches on market challenges, particularly in the smartphone sector, and the importance of Apple's product cycles for future growth.

What challenges is the iPhone business facing in the current market?

What impact might the holiday season have on Apple's product cycles?