"The data implies that Street iPhone expectations are too conservative on macro for the March quarter if the momentum can be sustained." -- Analyst Kyle McNealy
Read More Jefferies: Apple's Jan. demand tracking ahead of expectations
"Even if this fiscal year sees some struggles due to the iPhone shortage and some macroeconomic headwinds, Apple is not dying." -- Bill Maurer
Premarket: Apple is red
3 years ago
3 years agoFrom CNBC's "S&P 500 futures fall Thursday as rates march higher" posted early Thursday.
"While China sell-through was solid, iPhone sell-through improvement in the US was more muted." -- Analyst David Vogt
Read More UBS: iPhone strength in China and U.S. offset by weakness in Europe
Evercore: Apple's App Store underwhelms
3 years ago
3 years ago"Comps get significantly easier in the second half of CY23." -- Analyst Amit Daryanani
From "Apple doesn't need to buy growth, says Virtus Investment Partners' Joe Terranova" which aired Tuesday on CNBC.
Read More Joe Terranova: CNBC listeners should own Apple 'without a doubt'
From "EU Narrows Apple Case" posted Wednesday to Stratechery subscribers ($).
Read More Ben Thompson: Three reasons EU was right to drop half its Apple case
"Apple is taking ownership for the security outcomes of their users." -- Cybersecurity and Infrastructure Security Agency Director Jen Easterly
"For customers hoping the cost of the iPhone would continue to subsidize access to Emergency SOS, that’s increasingly unlikely." -- Zac Hall
Read More Apple lends Globalstar a quarter billion for free SOS
"50% of the reps agreed that there is more switching from Android to iOS, while a relatively small fraction (5%) of the reps think that there is more switching form iOS to Android." -- Analyst Samik Chatterjee
Read More J.P. Morgan: January demand for iPhone 14 'seasonally higher'
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