At least one source of revenue is still growing. Six months ago, Tim Cook asked investors to look beyond unit sales of Apple's hardware line-up and consider the revenue…
Read More This may be the only good news Apple reports on Tuesday
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How many Macs did Apple sell last quarter?
8 years ago
8 years agoGet ready for the third year-over-year decline in a row. I'm filing this from Cleveland, where there's a lot going on. I'll keep it brief. Nobody's…
Hey Apple Maps, ever heard of Cleveland?
8 years ago
8 years agoIf you're going to the RNC, better bring  your Google. The Donald Trump Show opens in two weeks, and transit information for Cleveland is still not available…
Spotify's beef against Apple goes way back. It wasn't hard to see Spotify's fingerprints in the speech U.S. Senator Elizabeth Warren gave Wednesday at an event titled "America's Monopoly Problem:…
Read More Apple vs. Spotify: Elizabeth Warren got played â update
The scourge of special interests accused three tech giants of trying to "snuff out competition." "Google, Apple and Amazon have created disruptive technologies that changed the world,... and…
Read More Elizabeth Warren vs. Apple: What the commentariat is saying â update
Two self-inflicted wounds. In a note to clients Monday, Morgan Stanley's Katy Huberty reiterated her estimate that Apple will sell $71.8 billion worth of iPhones this Christmas, down from $75.9 billion in 2015âa…
Read More Brexit and Jackgate threaten Apple's Christmas sales
What Brexit means for Apple
8 years ago
8 years agoThree quick answers: short, medium and longer term. Short term: Apple, with a robust balance sheet and the lowest PE ratio among the big high-tech stocks, is a relatively safe…
Apple as tensegrity structure
8 years ago
8 years agoA new business model for a new age of computing. "Apple's strategy for eventually moving beyond the iPhone is coming into focus," writes Neil Cybert in…
According to new Morgan Stanley research, customers are still talking about buying a new smartphone every two years. Smartphones aren't headed for a three-year cycle, says…
Read More Apple: Katy Huberty calls BS on the three-year cycle
Apple WWDC '16: What the analysts are saying
8 years ago
8 years agoExcerpts from the notes we've seen. More as they come in. Sherri Scribner, Deutsche Bank: Our view. The event was largely in line with expectations, and represented…
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