Discussion

• @patrickmcgee_ Patrick McGee on x

  .@apple finance chief tells the @FT: Supply chain issues are being resolved: “We expect to set a March quarter revenue record and we expect to grow revenue solidly on a year over year basis.” Headwind last quarter: “more than $6bn.” Analysts feared upwards of $10bn

• @brianfagioli Brian Fagioli on x

  @Techmeme @PatrickMcGee_ I'm surprised subscriptions isn't a billion dollar business for Apple already.