"It is likely that most developers, particularly mobile game developers, will proactively take advantage of new alternatives." — Analyst Martin Yang
Read More Oppenheimer: The 'App Store tax' ruling could peel 3% off Apple's income
"It is likely that most developers, particularly mobile game developers, will proactively take advantage of new alternatives." — Analyst Martin Yang
Read More Oppenheimer: The 'App Store tax' ruling could peel 3% off Apple's income
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.
"Let's not forget we're talking about a consumer-driven slowdown, and Apple is the consumer products company."
Read More Davidson's Gil Luria expects grisly guidance from Apple today (video)
"Apple has resisted making iPhones and other devices in the United States because the company’s operations team has determined that it would be impossible."
"This is an injunction, not a negotiation. There are no do-overs once a party willfully disregards a court order." — Judge Yvonne Gonzalez Rogers
"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go outside of the App Store." — Analyst Amit Daryanani
Read More Evercore: Judge Rules Apple Violated Court Order on App Store
A post-earnings ask-me-anything on May 2 and a post-WWDC investor conference on June 10.
Read More Apple 3.0 discounts for a Horace Dediu doubleheader
"How they navigate the next 10 years is likely keeping Cook up at night."
Read More Gene Munster: A 20% tariff could reduce Apple's margins by 2 points
How Apple Tech (and ChatGPT) Helped Me Recover My iPhone.
18 Comments