Although an iPhone 5 home run wouldn't be enough to ease investor concerns, a miss would likely add to the negativity to Micron's business outlook. Nuance Communications Nuance helps power Siri, Apple's voice-activated assistant, and provides support for App Store developers to leverage its voice-recognition technology. For Nuance, it's about how iPhone 4S and 5 activations fared, rather than just iPhone 5 sales, as Siri is featured on both the iPhone 4S and 5. However, Nuance is well diversified company with deep roots in Android, and its mobile division made up 31% of its total business last quarter. The big day In a few short hours, the world will know if Apple is still the greatest consumer technology company on the planet. Regardless of outcome, the report is likely to weigh heavily on the Apple supply chain. Of the four companies mentioned, Cirrus Logic is by far the most at risk, given that 79% of its revenue depends on Apple.