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Bloomberg Surveillance
Bloomberg Bonus Episode: Apple and Intel Earnings
Jan 30, 2025
Angelo Zino, a Senior Equity Analyst at CFRA Research, offers keen insights into Apple and Intel's latest earnings reports, emphasizing the challenges each faces in a competitive landscape. Caroline Hyde, a co-host at Bloomberg Technology, dives into Apple's mixed performance, particularly concerning disappointing iPhone sales and pressures in China. The discussion also highlights Intel's leadership uncertainty post-CEO departure and the company's strategic pivot towards AI. Both guests emphasize the need for innovative solutions as these tech giants navigate turbulent market conditions.
34:55
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Quick takeaways
- Intel's mixed fourth-quarter performance, highlighted by revenues surpassing expectations but disappointing future projections, raises concerns amid intense competition and leadership changes.
- Apple's slight growth in revenue comes with challenges, especially in China, prompting a focus on expanding services and innovating products to sustain market relevance.
Deep dives
Intel's Revenue Performance and CEO Uncertainty
Intel's recent earnings report indicated a mixed performance, with the company reporting fourth-quarter revenues of $14.26 billion, surpassing expectations. However, projected first-quarter revenues fall short of analysts' predictions, anticipated to be between $11.7 billion and $12.7 billion as opposed to the forecasted $12.85 billion. This uncertainty has been exacerbated by the recent departure of CEO Pat Gelsinger, leaving analysts concerned about the company's future direction. The interim leadership is under scrutiny as investors await clarity on Intel's strategy and new executive appointments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode