cover a wide array of trending stocks, market themes, and analyst takes in the final trading hour of the week.I'm Julie Hyman.We're giving you the ultimate investing playbook to help tune out the noise and make the right moves for your money.
But in terms of A I demand consumption increase, I think Hyperscale is gonna have massive numbers, Microsoft Google, Amazon, rest of software, you know, we think tracking well ahead and then even you look at internet and some of the consumer sort of tech names.
But that's why like what, what makes the market, the Bears and the bulls bears will continue to make people nervous here. Do you think it's possible that actually to the extent that there's, you know, a meaningful iphone upgrade cycle, it's more of a 2026 trend than a 2025.And I think what we see from a supply chain perspective there, we're talking 90 million units coming out of the gate that was 82 to 83 million units have actually stayed the same.Now, you could argue it's a multiyear super cycle as it all plays out.
Yeah, but you, but I'd say the same thing like going back to iphone one and 07, going back to other ones. He has a very straightforward pull no punches style that we saw in his internal memo to the company today. Instead, it's someone who is a proven executive who has been with the organization for a very long time, who has done a turnaround and will do a very good job of it.I also think, you know, be remiss not to mention what CBS has done with its PB M much more creative and much more consumer facing.That couldn't happen, that level of consumer price transparency without someone really taking a crucial look at the PB M. Stephanie.
What I mentioned about cost Spanish before, that wouldn't be possible without having all of these three assets kind of working in tandem.Workplace software company, Octa is rolling out a new layer of security for consumers using generative A I agents in an effort to make the process more secure across applications.So uh you made a number of announcements, Todd at your big customer conference, walk us through the highlights.
Um And also part of the announcements have to do with sort of standardization of identification a across, you know, when people are being authenticated um via their various apps and, and work um functions.The biggest problem in technology today, which is if you look at a company that has probably thousands of applications, not even a very large company has thousands of applications.
Um You know, somebody else I know who cover Octa, they, they bring up to their clients that they think Octa faces just this sort of um broader check challenge and the way they frame it is that they say during COVID, many organizations just got too aggressive, they are over purchase seats from you all.
A lot of times when people think about putting in a new identity platform, they think how fast is it gonna be?And by standardization, we can guarantee quick ro i to customers and that's what they want, especially in this era where they're really making sure that all of their purchases are delivering value right away, the faster we can deliver value to customers.Well, every company is under attack.
Um You know, I think it's also important to point out that in this space, in particular, there are a lot of these, they call them tkis.Uh But when you're talking about something like CML, which is now a chronic disease and people are living a lot longer safety really matters.So in other words, the idea is not only to survive this type of cancer but to live longer and live, better, live, better, live better in safety matters.
Something in the order of 1 to 2 billion, 2 billion being more on a, on risk adjusted basis, 1 billion if you're, you know, a sign of probability of success because it's not through the clinical trials yet that it would need for approval, but 1 to 2 billion. That's gonna be in about 60 or 100 patients who are larger, they call it phase one B, they just had a more mature phase one data set.
And I think, I think right now people are positioned it sort of as a fair trade with, with Lily because Lily is just, you know, obviously very owned, given the obesity it already has.So, even if it works and it comes to the market, you know, how is it gonna compete with the likes of the stuff that's out there already?I mean, we again, we don't know, is it gonna be a maintenance product?It's the dosing is, you know, it's once every four weeks.
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