"We view the story pivoting to capital return and services from the boom-bust of iPhone cycles over the next several years." —Wamsi Mohan, Merrill Lync
Read More Merrill Lynch: Apple Services have plenty of room to grow
"To be clear, our estimates are still below consensus, but the gap is much smaller than it was a few months ago."
Read More Apple's June quarter: The handwringing on the wall
Time for Apple analysts to panic
7 years ago
7 years agoThe upside of a down week in April is that lowered expectations are easier to beat in May.
Huberty now concedes that the iPhone super cycle she promoted didn't come to pass.
Read More Morgan Stanley slashes June iPhones, trims Apple target
From a note to clients by analyst Wamsi Mohan that landed in my inbox Thursday.
Read More Merrill Lynch is a buy on Apple, despite June weakness
Pegged to her award Friday of the prestigious AIGA gold medal.
Read More A portrait of the Apple artist: The iconic Susan Kare
Did you see the iMac Pro video?
7 years ago
7 years agoApple haters and lovers do battle over a top-of-the-line iMac in need of repair.
From a note to clients by Wells Fargo's Aaron Rakers that landed in my inbox Wednesday.
Read More Analyst: Street expects Apple to hike buybacks $100 billion/year
Apple is a capital utilization machine spitting out more than $50 billion of free cash flow every year.
Read More Neil Cybart: Apple's got a new story to tell the Street
From a note to clients by Mizuho's Abhey Lamba that landed in my inbox Wednesday.
Read More Analyst: Apple share buybacks already priced into the stock
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