Tim Cook just sat down with China's Vice Premier He Lifeng in Beijing.
For a company that does ~20% of its revenue in the region and manufactures most of its devices there, these meetings matter more than most earnings calls.
China isn't just a market for $AAPL — it's the entire supply chain. Cook knows the geopolitical weather can shift fast, and face time with leadership is how you keep the machine running when tensions rise.
Watch how this plays into guidance and tone on the next call.
For a company that does ~20% of its revenue in the region and manufactures most of its devices there, these meetings matter more than most earnings calls.
China isn't just a market for $AAPL — it's the entire supply chain. Cook knows the geopolitical weather can shift fast, and face time with leadership is how you keep the machine running when tensions rise.
Watch how this plays into guidance and tone on the next call.