Bloomberg Technology Bloomberg Bonus Episode: Apple and Intel Earnings
13 snips
Jan 30, 2025 Join Angelo Zino, a Senior Equity Analyst at CFRA Research, and Caroline Hyde, co-host at Bloomberg Technology, for an engaging dive into the latest earnings from Apple and Intel. They discuss Intel's leadership shake-up and revenue challenges, along with the intense competition in the AI sector. Switching gears, they analyze Apple's disappointing iPhone sales amid rising service revenues and innovation in other product lines. The conversation highlights the strategic moves needed for these tech giants to thrive in a shifting market landscape.
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Episode notes
Intel's Q1 Forecast
- Intel's Q1 revenue forecast is below estimates, but they beat Q4 revenue expectations.
- Optimism stems from comments about controlled spending.
Intel's Uncertain Future
- Intel's stock performance is uncertain due to the pending CEO appointment.
- The tepid response to their earnings reflects this uncertainty.
Intel's Competitive Landscape
- Intel faces competition from NVIDIA and AMD in the data center business.
- They also face competition from AMD in PC processors and TSMC in manufacturing.