Sure, but it's also largely irrelevant. Movement of stock price is the metric that Gupta's audience is interested in. Apple's current profit margin is already

Sure, but it's also largely irrelevant. Movement of stock price is the metric that Gupta's audience is interested in. Apple's current profit margin is already priced in - a reduction in profit (via an increase in margin, loss of market share, etc) is as good as a loss, from the investors perspective.