As usual, the indies are more bullish than the pros — but not by much.
Handicapping Apple's fiscal Q4 2024 earnings
2 weeks ago
2 weeks agoPremarket: Apple is red
2 weeks ago
2 weeks agoFrom Reuter's "Futures gain as markets cheer Alphabet results; economic data awaited" posted early Wednesday.
"The staggered rollout of AI should also result in a stronger-for-longer iPhone upgrade cycle as release of new features and new geographies should drive strong word of mouth advertising." — Analyst Amit Daryanani
iPhone set to pop in China
2 weeks ago
2 weeks ago"Investors should expect Apple to be upbeat about iPhone 16 and Apple Intelligence, but it may or may not necessarily reflect the ultimate success of the cycle." — Bernstein analyst Toni Sacconaghi
"Demand for the iPhone 16 Pro Max and Pro continues to surge, with UK carriers EE and O2 reporting unprecedented interest compared to previous years’ models."
Read More iPhone 16: The view is rosier on the other side of the pond
"The iPhone maker’s initial AI features for its devices were officially launched Monday and didn’t set the world alight."
Piper Sandler sees subdued iPhone upgrades
2 weeks ago
2 weeks ago"As we sit here today (with Apple Intelligence just released), it doesn’t appear that AI is driving the upgrade excitement that we would have expected." — Analyst Matt Farrell
"Apple’s rising star in India contrasts with its flagging fortunes in China."
Read More Apple's iPhone exports from India jumped by a third in the past six months
Premarket: Apple is red2 weeks ago
2 weeks agoFrom Barron's' "S&P 500, Nasdaq Building on Gains as Markets Brace for Big Tech Earnings" posted early Tuesday.
"The inflection point quarter starts to happen in December and iinto March."
Read More Daniel Ives isn't worried about iPhone demand (video)
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