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 factors contributed to the shift from a growth story to a value story for Apple?

How does the smartphone industry pressure affect investor confidence in a super cycle?

What significance does the 10-year anniversary of the iPhone hold for the industry?

In what ways could the Note 7 fiasco impact Apple's market share?

How do software services play a role in the competition between Android and iOS?