Pressure Points: Apple 2Q'26 Earnings
From Pressure Points by Deepwater Asset Management
April 30, 2026 · 12 min
About this episode
The episode discusses Apple's 2Q'26 earnings and the potential impact of the new Siri on future sales.
The reason why shares of $AAPL are not up more is investors wonder if the new Siri can power an encore to iPhone super cycle that wraps up this quarter. I believe the answer is yes. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
Topics covered
- Apple earnings
- Siri
- iPhone super cycle
- investor sentiment
- technology trends
Keywords
- Apple
- earnings
- Siri
- iPhone
- investors
- technology
- super cycle
Mentioned in this episode
Organizations: Apple
Products: Siri, iPhone
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