Bloomberg Businessweek
Bloomberg Bonus Episode: Apple and Intel Earnings
Jan 30, 2025
Jackie Davalos, a Bloomberg News Technology Reporter, dives deep into Intel's recent struggles and performance challenges. Angelo Zino, a Senior Equity Analyst at CFRA Research, offers sharp insights on both Intel and Apple's earnings. Caroline Hyde, co-host of Bloomberg Technology, highlights Apple's waning iPhone sales and the company's need to innovate more aggressively. The discussion uncovers Intel's leadership transitions and the fierce competition in the semiconductor space, while also exploring Apple's strategic positioning in an evolving market.
34:55
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Quick takeaways
- Intel's lower-than-expected gross margin and leadership changes raise concerns about its competitiveness against rivals like NVIDIA and AMD.
- Apple's slight revenue beat is overshadowed by weaker iPhone sales in China, emphasizing the need for innovative strategies to regain market presence.
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