Apple Inc. S.
market close on Nov. However, she expected about 300 basis points of overall margin compression, citing sharply higher memory costs.
5 billion installed devices as a major competitive moat, but said Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, Meta Platforms, Inc.
Martin said the iPhone remains Apple’s anchor product and noted that roughly half of total revenue comes from it. She also identified China, which represents about 20% of iPhone sales, as an important risk to monitor.
He also flagged rising memory costs as a potential pressure point. S.
He believes Apple’s biggest competitive threat is not necessarily Android, but customers keeping their existing iPhones longer. S.
