Thinking of Buying Apple Stock? You Need to Hear What Google's CEO Just Said.

Core Insights - Google CEO Sundar Pichai's comments on AI glasses are significant for Apple's future, especially as Apple prepares to announce its fiscal year 2025 third-quarter results [1][2] - Investors are advised to pay attention to Pichai's insights regarding the smartphone market and the potential impact on Apple [2][7] Group 1: Pichai's Comments on AI Glasses - Pichai expressed excitement about AI glasses, indicating they will drive new experiences and spur innovation, but he expects smartphones to remain central to consumer experience for at least the next two to three years [5][6] - The phrase "at least" in Pichai's comments may suggest a temporary reprieve for the iPhone, implying no immediate existential threat [5][6] Group 2: Importance for Apple Investors - Apple's current fortunes are heavily reliant on the iPhone ecosystem, which accounted for 49% of total net sales in fiscal 2025 Q1, with a significant portion of services revenue also stemming from iPhone users [9] - Any potential threat to the iPhone within a two to three-year timeframe could significantly alter the investment dynamics related to Apple stock [8][10] Group 3: Future Strategy and AI Glasses - Investors should closely monitor Apple's strategy regarding new devices, particularly AI glasses, as this will be crucial for the company's post-iPhone direction [11][12] - While there is confidence in Apple's ability to develop appealing AI glasses, the company's future success will depend on how it navigates the transition from smartphones [13]