Apple's Earnings and Outlook: Positive Quarter and Continued Dominance

Despite concerns about iPhone demand and the impact of app store changes, Apple's upcoming earnings are expected to be positive. The company's installed base continues to expand, maintaining its dominance and increasing the active device base. Additionally, Apple is investing in artificial intelligence and is expected to announce its foundation model, likely named Siri, in June. While the iPhone growth rate is not exceptional, Apple's focus on services and long-term opportunities like spatial computing with Vision Pro and potentially the car provide additional avenues for growth.