Gene Munster
2026.05.20 21:27

Colette Kress only comment in prepared remarks on China is that they got approval and they're not expecting any revenue in July.

* Best case is China could account for 10% of sales.

* More likely case is it adds back 5%.

* That said, investors will back it out given its risky revenue.

My take: China doesn't matter.

Source: Gene Munster

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