Watch the analysts' March quarter revenue estimates shuffle themselves like a deck of cards. The bad news that's coming next week—the first year-over-year decline in iPhone sales—was telegraphed…
10 years agoMost analysts expect Apple to meet or beat its guidance next week. Apple disappointed investors in January when it guided March quarter revenues between $50 billion and $53 billion—well…
10 years agoAn advertisement for the company's core values. Tim Cook must believe that money spent projecting a corporate ethos of diversity, security and environmental responsibility is money well spent. I…
10 years agoBetween them last quarter, Apple and Samsung took 77% of phone activations. From Consumer Intelligence Research Partners' (CIRP) press release: "Among phone brands, Apple had the highest share…
10 years agoFiscal Q2 2016 edition. Next week, Apple is expected to report March quarter earnings of $2.04 a share on sales of $52.37 billion—down 12.5% and 9.7%, respectively, from the…
10 years agoIf you can't mention a company by name, you can always call it a "premium-tier ecosystem." They danced around the subject and used a lot of acronyms and euphemisms, but…
Out of respect for Bill Campbell. From Apple investor relations: FY 16 Second Quarter Results Apple’s second quarter earnings announcement has been rescheduled to Tuesday, April…
Read More Apple earnings have been pushed back to Tuesday, April 26
10 years agoAlso Amazon, Microsoft and, most of all, Google.
Two pieces worth reading. If you don't know Bill ("The Coach") Campbell's story, I recommend two pieces by my former colleagues at Fortune: Adam Lashinsky's Remembering Bill Campbell (posted…






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