The Team Conan HomePod skit is on the money, even if his facts are off.
Read More Team Conan: The right way to use Apple’s HomePod (video)
Cybart is a past Earning Smackdown winner, but his estimates last quarter were the worst. Literally.
Read More Neil Cybart sets the table for Apple’s Q2 earnings next week
Do I detect a soupçon of “I told you so” in Aaron Rakers invocation of TSMC?
Read More Analyst: Apple sentiment swings from ‘It doesn’t matter’ to ‘How weak?’
Detonating May 1: Apple’s earnings bomb
2 days ago
2 days agoDon’t let last week’s action fool you.
I’m going to Amsterdam
2 days ago
2 days agoTen days of bikes, barges and iffy Wi-Fi.
“We view the story pivoting to capital return and services from the boom-bust of iPhone cycles over the next several years.” —Wamsi Mohan, Merrill Lync
Read More Merrill Lynch: Apple Services have plenty of room to grow
“To be clear, our estimates are still below consensus, but the gap is much smaller than it was a few months ago.”
Read More Apple’s June quarter: The handwringing on the wall
Time for Apple analysts to panic
3 days ago
3 days agoThe upside of a down week in April is that lowered expectations are easier to beat in May.
Huberty now concedes that the iPhone super cycle she promoted didn’t come to pass.
Read More Morgan Stanley slashes June iPhones, trims Apple target
From a note to clients by analyst Wamsi Mohan that landed in my inbox Thursday.
Read More Merrill Lynch is a buy on Apple, despite June weakness
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