Name: High Bar for AAPL Earnings, iPhone Demand Amid Tariff Uncertainty
Uploaded: 2025-07-31T14:02:23.726-05:00
Duration: 5 min 38 s
Description: Ben Bajarin says that earnings expectations are high for Apple (AAPL) as the company's pull forward demand for new iPhones will be closely watched. He believes tariffs could complicate traditional seasonality trends for iPhone refresh cycles as consumers face potential price uncertainty. Later, Ben discusses Apple's China business and how it compares to Huawei.

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Ben Bajarin says that earnings expectations are high for Apple (AAPL) as the company's pull forward demand for new iPhones will be closely watched. He believes tariffs could complicate traditional seasonality trends for iPhone refresh cycles as consumers face potential price uncertainty. Later, Ben discusses Apple's China business and how it compares to Huawei.

High Bar for AAPL Earnings, iPhone Demand Amid Tariff Uncertainty

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