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Here's why Toni Sacconaghi says 'Apple's best days are behind it'10 years ago
Published April 28, 2016 by Philip Elmer-DeWitt

Here's why Toni Sacconaghi says 'Apple's best days are behind it'

From Wednesday's New York Times: “There’s no question that Apple’s best days are behind it,” said Toni Sacconaghi, an analyst at the Bernstein brokerage firm. “The…

Read More Here's why Toni Sacconaghi says 'Apple's best days are behind it'

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Best and worst Apple analysts: Q2 2016 edition10 years ago
Published April 27, 2016 by Philip Elmer-DeWitt

Best and worst Apple analysts: Q2 2016 edition

The Wall Street professionals (blue) versus the independents (green). Here are the 10 best. Do we really need to see the worst this quarter? Here's a link to the raw spreadsheet,…

Read More Best and worst Apple analysts: Q2 2016 edition

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Here's Tim Cook on Apple's China problem10 years ago
Published April 27, 2016 by Philip Elmer-DeWitt

Here's Tim Cook on Apple's China problem

Sales in Apple's second-biggest market fell sharply last quarter. "Something's wrong in China." —Piper Jaffray analyst Gene Munster's "first take" Apple's sales in Greater China fell 26%…

Read More Here's Tim Cook on Apple's China problem

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Apple's 'challenging' quarter: What the analysts are saying10 years ago
Published April 27, 2016 by Philip Elmer-DeWitt

Apple's 'challenging' quarter: What the analysts are saying

Excerpts from the notes we've seen. More as they come in. Tim Long, BMO: Units Crack Again; Lowering Estimates, Price Target on Big iPhone Miss. The feared big…

Read More Apple's 'challenging' quarter: What the analysts are saying

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Apple's 'challenging' March quarter by the numbers10 years ago
Published April 26, 2016 by Philip Elmer-DeWitt

Apple's 'challenging' March quarter by the numbers

Revenues, profits and unit sales were down y-o-y across the board. By the numbers: — Revenue: $50.557 billion, down 13% — Profit: $10.5 billion, down 19% —…

Read More Apple's 'challenging' March quarter by the numbers

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Apple's Q2 2016 results in four interactive charts10 years ago
Published April 26, 2016 by Philip Elmer-DeWitt

Apple's Q2 2016 results in four interactive charts

Revenues, profits, iPhones and China. The results are in and they are, as expected, a downer. See also: Apple Earnings smackdown, Q2 2016 edition

Read More Apple's Q2 2016 results in four interactive charts

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Wristly: Apple Watch consumer sat slipped to 93% from 97%10 years ago
Published April 26, 2016 by Philip Elmer-DeWitt

Wristly: Apple Watch consumer sat slipped to 93% from 97%

These are the customer satisfaction numbers Tim Cook calls "off the charts." Wristly's results, I feel obliged to point out, come from a self-selected sample: Namely, people who…

Read More Wristly: Apple Watch consumer sat slipped to 93% from 97%

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Apple set to report earnings today: What the press is saying10 years ago
Published April 26, 2016 by Philip Elmer-DeWitt

Apple set to report earnings today: What the press is saying

Here are the stories I've seen. Forbes: Angst Going Into March Quarter's Earnings Report USA Today: Apple earnings preview: Softer sales ahead MarketWatch: Apple investors brace for first decline in…

Read More Apple set to report earnings today: What the press is saying

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Onions made me cry10 years ago
Published April 25, 2016 by Philip Elmer-DeWitt

Onions made me cry

On the eve of Apple's Q2 earnings, two new iPhone ads.  

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Apple Earnings Smackdown: Final spreadsheet for Q2 201610 years ago
Published April 25, 2016 by Philip Elmer-DeWitt

Apple Earnings Smackdown: Final spreadsheet for Q2 2016

Here are a few dozen analysts' estimates, as complete, accurate and up-to-date as I can make them. Wall Street professionals in blue, independents in green. Corrections appreciated,…

Read More Apple Earnings Smackdown: Final spreadsheet for Q2 2016

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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