"Apple's strength is their massive footprint."
Read More Rosenblatt's Barton Crockett comes to Apple's defense
Friend-of-the-blog Tommo_UK laid this on my desktop today.
"The ride is over. When mediocrity, excuses, and bullshit take root, they take over."
"There's still a lot to be excited about." — Analyst Eric Woodring
"First, let’s deal with the reality of where AI actually is."
Read More Apple’s AI Strategy: The Panic Merchants Are Wrong — Again
"Apple needs to have a service that is distinct from Google’s to prevent user perception that the quality of the two user experiences is converging."
"It’s going to take us longer than we thought to deliver on these features and we anticipate rolling them out in the coming year." — Apple PR
Apple continues to have exactly zero meaningful competition in the tablet market, and the iPad continues to improve.
From "Apple is a 'safe haven' amid tech slide, says Melius Research's Ben Reitzes" which aired Monday on CNBC.
Read More Apple did the right thing by not investing in AI, says analyst (video)
"China has been a major headwind for Apple over the last year but we believe starting in the June quarter growth returns to this flagship region with easier comps going forward into FY26."
Read More Daniel Ives, back from Far East, says tide will turn for Apple in June
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