Apple Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Apple Inc.

AAPL 212.34

-0.5%

1:29 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: NAG1 who wrote (213116)	1/30/2025 7:36:02 PM
From: slacker711	3 Recommendations Recommended By JP Sullivan NAG1 Stock Puppy of 213126

This is the quote. Yes, sure. If you look at our Greater China revenue for the quarter, we were down 11% year-over-year. And over half of the decline that we experienced was driven by change in channel inventory from the beginning to the end of the quarter. The problem is that he's comparing YoY revenue changes and then comparing it to the QoQ inventory changes. This is the kind of comp you use when you want to shade the data. I would need to know the normal inventory change from the end of September to the end of December to decide whether this was a positive. Despite the Chinese New Year, Apple sells far fewer iPhones in China in the March quarter than the December quarter so inventory is supposed to be lower. March quarter should be better because of the national subsidies and possibly the launch of the new iPhone SE but I do think that Apple has a real structural issue in China. Maybe this is due to the lack of Apple Intelligence in China but I am deeply skeptical of that explanation.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next