In 2020, Google’s $20 billion constituted 17.5% of Apple's operating income.
Read More Unsealed: The price Google pays to be Safari's default
"This is a solid start to the Jun-qtr and relatively consistent with current Services consensus growth of 11%." — Analyst Amit Daryanani
Read More Evercore: April brought a 'modest' step-down in Apple App Store growth
"We remain bullish on the name and think a slight miss on the top line with strong margins and a robust capital return update should help the stock." — Analyst Amit Daryanani
Read More Evercore: Negative sentiment creates a low bar for Apple
"A traditional car company attempting to take on Silicon Valley in tech only to subject its customers to subpar functionality and embarrassing bugs is almost too on the nose."
Read More A story about the bricking of GM's CarPlay replacement
Handicapping Apple's fiscal Q2 2024 earnings
2 years ago
2 years agoAs usual, the indies are more bullish than the pros.
A revisionist take on the 2020 Microsoft antitrust suit.
"Consensus (sell-side) expects Apple to report $90B revenue on Thursday, which looks a tad light to me."
Premarket: Apple is red
2 years ago
2 years agoFrom Reuters' "Futures fall as chip stocks drag, Fed rate decision awaited" posted early Wednesday.
"When you hear AI, you should think CapEx."
Read More Gene Munster: The pressure point for Apple on Thursday will be CapEx
From "Apple iPhone sales and China are key for earnings, strategist says" posted Monday by Yahoo Finance.
Read More Ben Bajarin: All eyes this Thursday will be on the iPhone (video)
19 Comments