"It is likely that most developers, particularly mobile game developers, will proactively take advantage of new alternatives." — Analyst Martin Yang
Read More Oppenheimer: The 'App Store tax' ruling could peel 3% off Apple's income
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.
"Let's not forget we're talking about a consumer-driven slowdown, and Apple is the consumer products company."
Read More Davidson's Gil Luria expects grisly guidance from Apple today (video)
Why Apple is in China
1 year ago
1 year ago"Apple has resisted making iPhones and other devices in the United States because the company’s operations team has determined that it would be impossible."
Premarket: Apple is red
1 year ago
1 year agoFrom Barron's' "Stock Futures Soar as Big Tech Earnings Lift Markets. Amazon, Apple Up Next." posted early Thursday.
"This is an injunction, not a negotiation. There are no do-overs once a party willfully disregards a court order." — Judge Yvonne Gonzalez Rogers
"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go outside of the App Store." — Analyst Amit Daryanani
Read More Evercore: Judge Rules Apple Violated Court Order on App Store
A post-earnings ask-me-anything on May 2 and a post-WWDC investor conference on June 10.
Read More Apple 3.0 discounts for a Horace Dediu doubleheader
"How they navigate the next 10 years is likely keeping Cook up at night."
Read More Gene Munster: A 20% tariff could reduce Apple's margins by 2 points
Happy ending in Bali
1 year ago
1 year agoHow Apple Tech (and ChatGPT) Helped Me Recover My iPhone.
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