AI Summary:
Apple’s first-quarter earnings report revealed a mixed performance. While overall sales increased by 4%, iPhone sales showed weakness, particularly in China, where they declined by over 11%. CEO Tim Cook attributed this partly to the lack of Apple Intelligence in China and inventory changes. However, the Mac, iPad, and Services categories saw significant growth, with Services up 14% and both the Mac and iPad up 15%. The company reported $36.33 billion in net revenue, a 7.1% increase from the previous year.
It’s not for every org or team. I often work with small IT teams to provide the expertise until they are able to gain the institutional knowledge themselves. It’s usually a slow process, with transitions on the scale of years for the large companies.
For sure, that makes sense. To me, the biggest transition that I expect to see over the next few years in large enterprises will be to ARM-based Snapdragon chips from Intel and AMD. I’m sure some will also go Apple though.