The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and technology analyst Evan Niu discuss topics across the investing world.

In today's edition, Eric looks at Cirrus Logic's blowout quarter. With Apple fueling 59% of Cirrus Logic's sales last quarter, its earnings are another piece of evidence pointing toward Apple exceeding expectations this holiday season. While supplier data can be tricky, the amount that Cirrus is influenced by Apple and size of its beat means Apple investors would be unwise not to dig into Cirrus' quarter for clues into Apple's upcoming performance.

Evan Niu owns shares of Apple and OmniVision Technologies.  Eric Bleeker owns shares of Cirrus Logic. The Motley Fool owns shares of Apple, Cirrus Logic and TriQuint Semiconductor. Motley Fool newsletter services recommend Apple. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.