"While China sell-through was solid, iPhone sell-through improvement in the US was more muted." -- Analyst David Vogt
Read More UBS: iPhone strength in China and U.S. offset by weakness in Europe
"While China sell-through was solid, iPhone sell-through improvement in the US was more muted." -- Analyst David Vogt
Read More UBS: iPhone strength in China and U.S. offset by weakness in Europe
"Comps get significantly easier in the second half of CY23." -- Analyst Amit Daryanani
From "Apple doesn't need to buy growth, says Virtus Investment Partners' Joe Terranova" which aired Tuesday on CNBC.
Read More Joe Terranova: CNBC listeners should own Apple 'without a doubt'
From "EU Narrows Apple Case" posted Wednesday to Stratechery subscribers ($).
Read More Ben Thompson: Three reasons EU was right to drop half its Apple case
"Apple is taking ownership for the security outcomes of their users." -- Cybersecurity and Infrastructure Security Agency Director Jen Easterly
"For customers hoping the cost of the iPhone would continue to subsidize access to Emergency SOS, that’s increasingly unlikely." -- Zac Hall
Read More Apple lends Globalstar a quarter billion for free SOS
"50% of the reps agreed that there is more switching from Android to iOS, while a relatively small fraction (5%) of the reps think that there is more switching form iOS to Android." -- Analyst Samik Chatterjee
Read More J.P. Morgan: January demand for iPhone 14 'seasonally higher'
From "Apple's more immune to the slowdown in consumer electronics, says Morgan Stanley's Erik Woodring" which aired Tuesday on CNBC.
Read More Erik Woodring: Apple guided to a decade-high gross margin (video)
Apple said it was “pleased” the commission had “narrowed its case."
Read More Apple slips out from under one of the EU's big guns
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