Excerpts from the notes we've seen. More as they come in. Tim Long, BMO: Units Crack Again; Lowering Estimates, Price Target on Big iPhone Miss. The feared big…
Read More Apple's 'challenging' quarter: What the analysts are saying
Excerpts from the notes we've seen. More as they come in. Tim Long, BMO: Units Crack Again; Lowering Estimates, Price Target on Big iPhone Miss. The feared big…
Read More Apple's 'challenging' quarter: What the analysts are saying
Revenues, profits and unit sales were down y-o-y across the board. By the numbers: — Revenue: $50.557 billion, down 13% — Profit: $10.5 billion, down 19% —…
Read More Apple's 'challenging' March quarter by the numbers
Revenues, profits, iPhones and China. The results are in and they are, as expected, a downer. See also: Apple Earnings smackdown, Q2 2016 edition
Read More Apple's Q2 2016 results in four interactive charts
These are the customer satisfaction numbers Tim Cook calls "off the charts." Wristly's results, I feel obliged to point out, come from a self-selected sample: Namely, people who…
Read More Wristly: Apple Watch consumer sat slipped to 93% from 97%
Here are the stories I've seen. Forbes: Angst Going Into March Quarter's Earnings Report USA Today: Apple earnings preview: Softer sales ahead MarketWatch: Apple investors brace for first decline in…
Read More Apple set to report earnings today: What the press is saying
On the eve of Apple's Q2 earnings, two new iPhone ads.
Here are a few dozen analysts' estimates, as complete, accurate and up-to-date as I can make them. Wall Street professionals in blue, independents in green. Corrections appreciated,…
Read More Apple Earnings Smackdown: Final spreadsheet for Q2 2016
A rare look inside Apple's supply chain. Eager to show off a new face-scanning ID system put in place to prevent excessive overtime, Apple and Pegatron have, for first time, granted…
Read More Apple takes Bloomberg into Pegatron's iPhone factory
Apple 3.0 picks up where Apple 2.0 left off. With the world’s most valuable company—and the hedge funds’ favorite punching bag—set to report earnings after the…
Read More Apple Earnings Smackdown: Q2 2016 edition, updated
Mostly it's saying "meh." Wall Street Journal: Apple’s Watch Outpaced the iPhone in First Year. Despite sizable sales, Apple’s latest product has challenges to overcome Yahoo Finance: Apple…
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