00:00 Speaker a
You know, Tom, um, we're just looking at the stock and they're now in negative terms. Do you think it has to do with the types of other factors between this morning's trade report and the Jobs report? Or is there something in Apple that investors are paying more attention now?
00:17 Tom
of course. So, with the glass half empty in Apple's results, Tim Cook showed that the tariff impact, which is expected to be 900 million in the June quarter, is projected to be 800 million in the September quarter. And while it encourages the company to strive for UH, it can keep up with artificial intelligence. This has earned 3 billion catches in the quarter rather than quarter, and even Apple's open mind, even strategic M&As to close the gap, behind eight balls or behind in terms of artificial intelligence. So I was able to see the stocks flattened today about those concerns.
01:45 Speaker a
At the same time, as you said, as you know, many of the numbers here look pretty good. That is to say, the iPhone sales in particular, especially since the company said there isn't much of it, so I was relieved that a 1% point of profit was explained by moving forward from tariffs. The rest of them were only people who wanted an iPhone.
02:18 Tom
Yeah. So, if we saw double-digit revenue growth for the June quarter, UH, Tim Cook attributed 100 basis points or 1/10 of the US consumers in April, buying iPhones and Macs over potential tariffs. Well, I think it's a question 1% growth from 10% growth, but is that a minority from a pull-forward perspective? Well, probably. Well, again, when we look at half of glass in the quarter, we only had a profit increase again in China after a while despite the huge competitive pressures. Well, the revenue outlook for the September quarter was favorable. Therefore, if you can put aside the impact of progressive tariffs, their revenues exceed expectations, and their services are working reasonably well.
03:48 Speaker a
Well, Tom, you and I have talked about this before, so let's dig into the AI questions. And our tech editor, Dan Harry, assumes that AI as a whole is more of a Wall Street concern than a consumer concern. And here I will stick with me. When I buy an iPhone, I don't really buy it for what it can. You buy it for hardware design, right? So, in the future, why not just use AI apps on your iPhone? In other words, why is it so important that the phone itself has those features?
04:33 Tom
Yes, so I'll choose the best example, but I need to be careful as all iPhone devices or my Apple devices will be turned off. However, taking Siri as an example, there is more information on when to use artificial intelligence to upgrade Siri using uh. Well, I'm looking forward to a calendar next year. So it's at least 12-18 months behind. Well, this applies to Alexa's Amazon's Alexa. In the future, if a consumer is looking for a digital assistant, will it be Amazon, or will it be Apple's, or will it be open AIS? So, if the main key features, or most, don't necessarily come from Apple, how functional or how important will your smartphone be in the future? I think that's a challenge.
