CLAIM #1418 · AAPL (AAPL) · 2022Q2 earnings call · Apr 28, 2022 · due Jun 30, 2022
“It will affect most of the product categories. And we obviously will look to do any kind of optimization that we can do to minimize the effect on the user.”
Tim Cook · CEO
In context
“direction. And so we really try to manage to the net of these. And I think we're doing a reasonable job currently navigating the what is a challenging environment. Tejas Gala: Thanks Chris. Can we have the next question please? Operator: Thank you. We'll take our next question from David Vogt with UBS. David Vogt: Great. Thank you guys for taking my question. I just want to dig in a little bit on the product disruption the $4 billion to $8 billion. In the past you kind of gave us a sense for how it would affect each different product lines. And should we expect it to have similar pro rata impacts? And is there an opportunity to maybe reallocate resources to limit maybe some of the impact on the iPhone line and then maybe versus the iPad line? And then I have a quick follow-up. Tim Cook: It will affect most of the product categories. And we obviously will look to do any kind of optimization that we can do to minimize the effect on the user. David Vogt: Great. And then maybe just as a follow-up. You talked about potential COVID-related demand issues in China and taking at 150 basis points from Russia. But when you look at the other geographies is there anything that you can share with us whether it's in Western Europe or the US that you're seeing from a demand perspective that may be sort of out of the ordinary or outside of sort of the disruptions and the lack of product demand seems to be sort of where you would think it would be at this point in the cycle. Thank you. Tim Cook: We were happy with the iPhone growth last quarter, particularly when you think about the comp that it was going against because we had very different timing on the launches in the year ago quarter where we launched in Q1. And therefore naturally Q2 i”
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SEC filings for AAPL ↗ · Claim quote is verbatim from the 2022Q2 earnings call.