New insight from Wedbush analyst Dan Ives says iPhone demand is holding up "better than expected" and that its supply chain is proving "surprisingly resilient."
Nice Annie_M, but I don’t know if resilient is the right word given Apple’s TTM ERs suggest 15 billion in lost sales revenue due to supply chain issues. I’d phrase it Apple has a better footing that is allowing to slow the slide better than others. But “resilient” does have a refreshingly positive feeling that has been otherwise lacking.