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does that have any near-term sort of impact on your intent to use Apple private cloud
can you just sort of talk through what are the big differences and mix you're seeing for iPhone 17 versus 16
Any thoughts on the role that the smartphone subsidies in that region are playing in this momentum
On the OpEx increase going into the December quarter, a fairly sizable step-up. So if you could just dig into that number a bit more
is it a pull-ahead largely on iPhones? Or is it across the board? And is it primarily in the U.S. or again, sort of across multiple regions
is there anything unique in the December quarter in terms of sourcing from regions, et cetera, that would uniquely impact December
I'm just curious if you continue to see that play out similarly in the more broader number of countries you've rolled that out
what are you seeing in terms of the U.S. consumer? And what's the reaction there in terms of the tariff impact
I'm just curious, in terms of if you can help us think about the sustainability of this double-digit growth that you saw in both the product lines
how much of the supply chain planning there that you're doing is more of a reflection of the growth expectations from that market relative to in terms of diversification of the supply chain
since you are doing 30% is what the guidance is for Q1, maybe if I could understand what is maybe sort of leading to somewhat of a cautious terms of visibility for the rest of the year
what is sort of behind the variability that you're seeing in terms of shipment? Is it supply driven at all
is that largely stemming from bigger cluster size deployments from your existing Tier 1 customers
Are these customers now giving you more visibility just given the tariff landscape and that you would need to sort of build inventory
the value of the U.S. software layer to the back end of the network and particularly in the discussion in terms of rate of competition
Are you seeing anything similar for the CC business
how are you sort of overall looking at the landscape right into 90 days ago? Have things in those underlying markets improved
is there anything to call out in terms of areas that you might be seeing some level of pull ahead from customers
How much visibility should we think you have, in terms of that sort of growth continuing sequentially from these high levels
if you can talk about the implications of the complexity increase that you're seeing there in terms of both market share for Amphenol
when we strip out AI from it, what are the trends you're seeing on that order front for ex AI in networking
how Cisco plans around sort of addressing the CPO functionality
the sovereigns aren't included as those orders come through in that sort of $4 billion number
Could you just talk about Optical more broadly in terms of the demand you're seeing inside the data center versus outside the data center
where are customers in terms of their intent to upgrade legacy infrastructure
is there any acceleration or sort of more on track in terms of deployment base relative to what you expected
how you've seen enterprises - enterprise customers respond on a demand basis to previous tariffs
would that represent upside? And which verticals would you think that's more focused on?
is there anything from the internal plan that you've sort of envisioned but did not really pan out
how should we think about sort of the flexibility in that plan if we were to go into a more significant downturn?
what your customer conversations have been since liberation day tariffs
do you expect them to downshift in terms of tiering of the chipsets or the SoCs that they go for just to be able to manage their overall cost
if you can give us an update in terms of the progress with your customers on that front
there seems to be that concern about what March looks like with the change in share at the primary Android customer
what kind of cost performance or price performance are you thinking of relative to these inferencing workloads that you can support on the AI 200 or AI 250?
you had 7% revenue growth year-over-year, which I think did sort of miss modestly, you were guiding to last quarter for about 10% growth
how do you envision sort of Alphawave integrating into the sort of portfolio or the stack capability that you have currently?
how should we think about some of these acquisitions enhancing the capabilities in the current end markets that you're trying to diversify
seems like that is the segment you saw the most upside relative to your own expectations for the quarter. If you can just flesh out what drove that upside
what are you seeing on the ground in terms of response for the -- from the consumer to the subsidies
if you can sort of talk about how you're sort of thinking about 2025 and 2026 playing out in terms of device launches on your Snapdragon platform for PCs