"Our expectations for March-Q (F2Q) earnings include beats on revenue relative to the telegraphed outlook, helped by both better demand for iPhones... as well as better demand for Macs." — Analyst Samik Chatterjee
Read More J.P. Morgan: Apple will beat its own bullish guidance next week
1 month agoFrom Barron's' "Markets Rebound After Trump Extends Iran Cease-Fire. Stock Futures Pop." posted early Wednesday.
1 month ago"I was very impressed with myself to have the head of Apple calling to 'kiss my ass.'”
"Apple incoming CEO faces a defining challenge: Fixing the company’s Services dependence."
"Do what Steve Jobs once said and go out and make a dent in the universe."
Read More Apple's John Ternus gave Penn Engineering's 2024 commencement address
"Timing played a major role in making Cook arguably the greatest non-founder CEO of all time."
Read More Ben Thompson: Thoughts on Tim Cook's tenure as Apple CEO
1 month ago"Moving the Mac to Apple Silicon was a system- and platform-level transition, essentially a brain transplant. Within Apple, no one has more experience managing a shift at this scale than John Ternus."
1 month agoFrom Barron's' "Markets Rebounding as Wall Street Hopes for Iran Peace Talks. Stock Futures Rise." posted early Tuesday.
"At 28x next year GAAP EPS – roughly the midpoint of Apple's historical 24-34x valuation range – valuation is neither cheap nor taxing." — Analyst Erik Woodring
Read More Morgan Stanley: The March quarter results may reset the Apple narrative
From the notes I've seen. More as they come in.
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