Program and guest
A Bloomberg Talks interview with Mark Gurman, Bloomberg News global consumer technology editor. Original English title: Bloomberg's Mark Gurman Talks Apple Earnings | Bloomberg Talks.
Key points
- The quarter still beat expectations thanks to iPhone 18 Pro: the standard iPhone 18 was absent, and iPhone 18 Pro was the smallest annual upgrade in years, but it and sustained demand for iPhone 17 Pro Max nevertheless carried the quarter 0:40
- Guidance for the December quarter “won't be as impressive”: iPhone performance is key, but the current iPhone supply situation is hard to understand, with many buyers' preorders not shipping until the end of January 1:19
- Greater China and services both posted either a sharp decline or a marked slowdown, making them weak spots in the quarter's results 1:44
- Supply shortages could also create a “long tail”: with phones hard to buy, strong residual demand could contribute positively to figures in the second through fourth quarters of next year 2:37
- Cracking issues with foldable screens have diminished substantially: reports of cracks came from the first models sold, showed no consistent pattern among affected devices, and were isolated issues in early batches 3:36
Background and notes
Subtitle coverage: The video's subtitles comprise 365 timestamped segments, covering 0:00–11:59 (total duration 11:58); this article summarizes the main points of the full 11:58 interview. The views and timestamps are paraphrased from the original subtitles, and timestamps mark the start of the segments containing the corresponding remarks.