For the $Apple(AAPL.US) call.
Revenue guide for June: I expect 10-12% ($104B-$106B)This has been a super cycle. Whats the encore in CY27?Margins: How will the component environment impact margins in the back half? Last quarter, Cook said changes are likely and it’s too early to determine the impact. The Street is modeling for gross margin to decline from 48.4% in March to 47.6% in June and 47.4% in September. I think they have that right.Ternus is the upside case: Can Ternus start to convince investors that he will bring new AI innovation, and when will we see those products? If successful, AAPL multiple will go up.AI: Any updates on the new Siri (aka Apple’s AI chops), which is expected to be previewed at WWDC. Timing of the rollout and how they plan on making money from it.Source: Gene Munster
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