Apple Reports Today: What to Expect

The video discusses the current state of iPhone sales, focusing on the PE multiple rather than stock price. It highlights the shift from a growth to a value story for Apple, and the impact of industry pressures and competition with Samsung. The potential for a super cycle in the smartphone industry is explored, with emphasis on the iPhone 7 and the Note 7 fiasco. The video also examines the stickiness of iOS and Android ecosystems, and Apple's focus on software services.

What shift in market perception has Apple experienced according to the discussion?

• From a value story to a growth story

• From a growth story to a value story

• From a retail story to a tech story

• From a tech story to a retail story

What is the significance of the iPhone 7 launch in the context of the smartphone industry?

• It coincides with Samsung's Note 7 success

• It marks the end of Apple's innovation

• It is expected to have minimal impact

• It could trigger a super cycle in the industry

How did the Note 7 fiasco affect Samsung's market position?

• It led to Samsung's complete market exit

• It strengthened Samsung's market share

• It had no impact on Samsung's market position

• It created a potential shift in market dynamics

What is a key factor in the competition between Android and iOS ecosystems?

• Software services

• Retail presence

• Advertising campaigns

• Hardware design

What potential shift is Apple considering according to the discussion?

• Entering the automotive industry

• Exiting the smartphone market

• Focusing more on software services

• Becoming a hardware-only company