Практика Shadowing: Dan Ives: Apple had to raise prices and this was the right time - Изучайте разговорный английский по видео

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Now let's bring in Wedbush's Dan Ives for more on this.
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How do you read this today?
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What is the impact going to be on Apple?
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It feels like there's a lot of pain here.
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I'm looking at a quote from Tim Cook to the Wall Street Journal in mid-June where he said, quote, this is a hundred year flood.
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I've never seen anything like it in any area in over 40 years.
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Yeah, look, they had to do this, and it's our view, $150, $200 price increase on the iPhone as well.
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But when you put it, And you look at gross margins and what this ultimately, we're talking about one, two percent churn maybe on some of the high end products.
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And I just think they're trying to get ahead of this.
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Now, ultimately, Intel and other partnerships, they'll have, they'll be able to sort of navigate this.
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They're supply chain tacticians.
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But it just speaks to it.
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It was sort of a new mod.
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They had to now raise the price.
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This was the right time to make sure they do it, that margins do not degradate.
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trying to get ahead of it.
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I mean, they're reacting to it.
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How are they getting ahead of something?
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They're reacting to what they're seeing in the marketplace.
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Yeah.
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Scott, I think at these price increases, I would actually view it they waited as long as they could.
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I mean, you could argue they could have done this six, nine months ago.
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And the reason they're doing this now is that they realize
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when it comes to their elasticity AND WHAT THEY BELIEVE CHURN COULD BE.
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WHEN YOU LOOK AT THE ACTUAL increases, we're talking, like we said, max 1%, 2% churn.
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So I think they recognize, despite what's happened with the stock, and I view it as an overreaction relative to what it's going to actually be from a demand perspective,
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the supply chain dictated.
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They held off as long as they could.
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But I think there'll be less price increases relative when it comes to iPhone.
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And they're going into a three-year massive hardware cycle.
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They need to do this at the beginning of it.
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Sure.
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But there's why is there an overreaction in the stock if there's going to be a reaction to gross margins?
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Whatever they do from a pricing standpoint, as you mentioned, what the increases are, that's not going to fully make up or offset for the costs of what they have to pay for memory.
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Yeah, I'd say I think when you put it through numbers.
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I mean, you're talking maybe from an EPS perspective, like I said, like less than two, three percent.
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So when you actually flow that through the model
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and there's flexibility in there relative to street numbers as well going into the next 12, 18 months.
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And I just think we sit here a year from now
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and the question will be how come we have not seen the degradation
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so far that we expected based on the sell off in gross margins and in EPS.
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they are supply chain tacticians.
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Cook's handing the baton to Turnus, but he will still be there in terms of, and his team in terms of navigating the supply chain.
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And that's important because of what they need to do to make sure that they keep margins essentially where they are.
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I mean it's not just an Apple problem we had news
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this afternoon in fact Microsoft reaching session lows today on news
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that they're raising Xbox prices quote unfortunately console storage
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and memory prices have increased by more than two
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and a half x and we expect another doubling by the fall of 2027.
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That tells you that this issue isn't going away anytime soon, and Apple is far from the only one that's having to deal with these problems.
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Look, we're talking about the historic price increases that we're seeing in memory.
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You see it to the benefit of Micron, S.K., and Samsung.
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But, you know, Apple, Microsoft, many others throughout the supply chain, they're going to need to navigate.
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But I think the most important thing here is what is it going to translate to in numbers?
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And I think when you actually look at the next one, two, three years going into what's going to be just a massive hardware cycle for Apple,
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I think they've done it sort of baby steps here when you actually look at the overall price increases.
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And that's the smartest move.
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But Apple's been here before.
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It's not their first rodeo.
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They will be able to navigate.
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They'll have other partnerships.
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And then they'll be on the other side of this.
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And I think that's why we will look at this as an overreaction relative to this news.
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What do you make of what's happened with the mega caps?
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I mean, you've got some of these names in a full-fledged bear market.
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You have others that are decidedly in correction territory.
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Now, I'm talking from their most recent 52-week highs.
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You've got to be concerned about that.
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Are we entering an environment where investors think they've squeezed all they can out of these names for the time being, and they're just going to rotate into other areas,
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and then over the second half of this year, those names are going to underperform?
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Look, I think there's definitely concerns.
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I mean, the calls that we're getting from investors, obviously is massively up relative to what we're seeing on large cap.
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I think part of it is that AI is being funded by all the hyperscalers, from Microsoft to Oracle to Google to everyone.
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But the reality is the stocks are under reformed because it's almost like they're funding the AI party,
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but the ones that are benefiting are from memory to chip to supply chain to some of the infrastructure plays.
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I think investors are, right now, we're in this cap-backs we see, but we haven't seen monetization.
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Next six to nine months, we see that.
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As we see that, I think you see a huge reversal.
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And then you start to get some of their pricing power back.
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And I think the sell-off you've seen here is, I think, some of it's misguided,
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but some of it is just a fear of that this is going to continue as they fund it.
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Everyone else benefits, but they're ultimately, from a large cap perspective, they're the ones that the capex,
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the trillions of dollars, that's ultimately what the ripple effect that we're seeing in terms of this AI revolution play out.

Почему стоит практиковать разговор с помощью этого видео?

Практика разговорного английского через видео, как это, предлагает уникальную возможность погрузиться в живое обсуждение актуальных тем. В данном случае, разговор о повышении цен на продукты, таких как iPhone, является отличным примером использования бизнес-лексики и анализа рыночных тенденций. Практикуя разговорный английский с помощью подобных видео, вы не только учитесь новому словарному запасу, но и развиваете навыки слушания, что улучшает общее восприятие языка. Это поможет вам уверенно вести диалоги на профессиональные темы и улучшить произношение английского.

Грамматика и выражения в контексте

В этом видео спикер использует несколько ключевых структур, которые могут быть полезны для практики разговорного английского:

  • Using hypothetical situations: "they could have done this six, nine months ago." Это пример использования условного наклонения, что часто встречается в деловой речи.
  • Present perfect tense: "I've never seen anything like it." Данное время позволяет выразить опыт, который имеет значение в настоящем времени.
  • Quantifiers: "we're talking, like we said, max 1%, 2% churn." Употребление количественных слов помогает точно передать информацию о масштабах.

Лейте эти конструкции в свою практику, чтобы звучать более естественно на английском.

Общие трудности произношения

Некоторые слова и фразы в видео могут представлять сложность для изучающих язык:

  • "margins" – часто произносимое с акцентом на первом слоге. Убедитесь, что вы произносите его правильно, чтобы не возникало недопонимания.
  • "degradate" – слово может быть трудно произнести, так как в нем необычное сочетание звуков. Попрактикуйте его по частям.
  • "churn" – это слово также может быть непривычным для русскоговорящих, поэтому обратите внимание на его звуковую структуру.

Используя методы shadow speech, такие как повторение после носителя языка, вы сможете улучшить произношение английского и закрепить все изученные конструкции в памяти.

Что такое техника Shadowing?

Shadowing — это научно обоснованная техника изучения языка, изначально разработанная для подготовки профессиональных переводчиков и популяризированная полиглотом доктором Александром Аргуэльесом. Метод прост, но эффективен: вы слушаете аудио на английском от носителей языка и немедленно повторяете вслух — как тень, следующая за говорящим с задержкой в 1–2 секунды. В отличие от пассивного прослушивания или грамматических упражнений, Shadowing заставляет мозг и мышцы рта одновременно обрабатывать и воспроизводить реальные речевые паттерны. Исследования показывают, что это значительно улучшает точность произношения, интонацию, ритм, связную речь, понимание на слух и беглость речи — что делает его одним из самых эффективных методов для подготовки к IELTS Speaking и реального общения на английском.