Credit Suisse's Garcha Says Apple Should Go After Netflix

The transcript discusses Apple's Q1 performance, highlighting the iPhone 8 supercycle's impact on revenue and growth. It explores Apple's strategy to increase revenue through services, aiming for a shift from hardware to higher-margin services. The tech sector's growth and potential repatriation of overseas cash are analyzed, with a focus on Apple's cash reserves. The possibility of Apple acquiring Netflix is considered, emphasizing the potential for content synergy and expansion of Apple's services narrative.

What is the speaker's view on the impact of repatriation on Apple's cash management?

What are the two key things that need to happen for Apple's potential acquisition of Netflix to work?

How does the speaker suggest Apple could leverage its user base with Netflix?