Bloomberg Intelligence
Bloomberg Bonus Episode: Apple and Intel Earnings
Jan 30, 2025
Angelo Zino, a Senior Equity Analyst at CFRA Research, and Caroline Hyde, Bloomberg Technology co-host, dive deep into the earnings reports of Apple and Intel. They examine Intel's leadership upheaval and its need for a new CEO amidst rising competition. Zino sheds light on Apple's struggles in the Chinese market impacting iPhone sales and the pressure to innovate. The discussion also touches on the broader implications for tech giants navigating fierce market challenges and strategic shifts in the semiconductor industry.
34:55
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Quick takeaways
- Apple surpassed revenue expectations but faced significant declines in iPhone sales and challenges in the Chinese market, raising future growth concerns.
- Intel's mixed earnings report highlights competitive pressures from NVIDIA and AMD, alongside leadership uncertainties complicating its strategy for market stability.
Deep dives
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