Apple to report supercycle-free Q2 earnings on May 1

Apple's fiscal Q2 2018 ended Saturday with Apple down about 1% for the quarter.

My take: With the Street no longer expecting an iPhone supercycle, the focus will shift to repatriation, stock buybacks and management's guidance for Q3.

I'll be eavesdropping on Apple's Q2 earnings call with analysts, and you can too. Click here for instructions.


  1. Fred Stein said:
    Supercycle is another analysts’ fiction like LOLN and commoditization of hardware.

    The real story is that Apple overall has excellent growth for a company of its size. Coupled with buybacks, we can expect a sustained EPS growth of around 10% p.a. and dividend growth at a higher rate.

    Caveat: All predictions, including the above, are fiction.

    April 3, 2018

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