AI Integration ChallengesIn the near term, power opportunities are more relevant as AI power requirements are onerous.
Market ChallengesNear-term macro challenges, fading AI enthusiasm, and questions of sustaining demand for the iPhone 16 platform keep analysts on the sidelines with no clear share appreciation catalyst.
Sales And Earnings GuidanceDecember period sales are guided to be 14% below the $593M consensus view, with EPS about 19% behind the $2.50 expectation.