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if you had to point to one or two, just what would they be and how sustainable do you think those are
how do you monetize AI? And what's the timeline to realizing that ROI
do you believe this is the aged installed base replacement cycle kicking in? Or are there specific features or functionality you believe stand out this cycle versus past cycles
Memory prices are going through some pretty significant inflation. So just how are you managing through this cycle
if you believe Apple products as kind of search access points are losing their strategic value as AI platforms become more valuable, popular or increasing in strategic value
how would you characterize demand interest in the iPhone 16 and some of your other products? Is that shifting or maybe were some of the trends in the June quarter maybe a bit more onetime and uniqu...
can you just help us better kind of understand or clarify if sell-in and sell-through were aligned in the March quarter
Where do you expect the mix of India-sourced iPhones for the U.S. to be by the end of your fiscal year? And is it the goal to source 100% of your U.S.-bound iPhones from India
can you maybe talk about the headwinds that that Apple faces, whether that's, you know, shifting preferences for Western technology brands in favor of domestic vendors
share any other details you believe could better help us understand how Apple Intelligence is really impacting iPhone demand and/or what features you find that users are using most often already
could you just be a bit conservative as you look out into 2026
do you see a similar opportunity for IBM Cloud to capture long-term infrastructure-driven demand
how are customers prioritizing AI over non-AI? Is there cannibalization in other areas of client spend or is it incremental
why aren't we seeing that necessarily show up in a higher free cash flow guide for the year
Jim, just want to make sure when we think about the 2025 outlook, is that inclusive or excluding HashiCorp