Wednesday, August 3, 2022

Apple's secrecy around its Services revenue, up 12% YoY in Q3 but down from a 25% average in the four previous quarters, shows why investors need more insight (Martin Peers/Bloomberg)

Martin Peers / Bloomberg:
Apple's secrecy around its Services revenue, up 12% YoY in Q3 but down from a 25% average in the four previous quarters, shows why investors need more insight  —  Analyzing Apple's earnings can, on occasion, feel like looking at a jigsaw puzzle with some of the pieces missing.



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...