"Moving the Mac to Apple Silicon was a system- and platform-level transition, essentially a brain transplant. Within Apple, no one has more experience managing a shift at this scale than John Ternus."
"At 28x next year GAAP EPS – roughly the midpoint of Apple's historical 24-34x valuation range – valuation is neither cheap nor taxing." — Analyst Erik Woodring
Read More Morgan Stanley: The March quarter results may reset the Apple narrative
From the notes I've seen. More as they come in.
13 hours ago“I am profoundly grateful for this opportunity to carry Apple’s mission forward." — John Ternus
"We believe concerns for Apple are overly pessimistic given its much stronger relative position." — Analyst Michael Ng
"All those numbers streaming in from your wrist or finger can be hard to make sense of."
Read More NPR offers advice for wearable wearers and their doctors
"CCI investigators issued a report in 2024 that Apple exploited its dominant position in the apps market by forcing developers to use its proprietary in-app purchase system."
Read More Apple faces fines of up to $38 billion for stiffing Indian regulators
"Siri’s new look is what Apple is highlighting in its teaser."











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