One of the unintended consequences of a bungled rollout. If you think Joanna Stern’s critique of the new generation of credit card chip readers in Wednesday’s Wall…
Apple: Buried treasure
3 years ago
3 years agoHere’s what the analysts found in Apple’s Form 10-Q. “Is Apple[‘s] beat a real inflection point?” asked Morgan Stanley’s Katy Huberty in a note to clients late last week. “While…
An SEC filing last week spelled it out. Scanning the Form 10-Q that Apple filed with the U.S. Securities and Exchange Commission on Day 3 of the…
Apple iPad: Shrinking market, growing share
3 years ago
3 years agoFrom IDC’s Worldwide Quarterly Tablet Tracker: An overwhelming majority of tablets shipped this past quarter were Android-based systems (65%) followed by iOS, which captured 26%, and Windows…
How can the orange line fall so steeply without pushing up the blue? Since 2012, Apple has purchased and retired nearly 1.2 billion of its own shares,…
Chart of the day: Apple springs back
3 years ago
3 years agoApple’s share price is back where it was on April 26. “If you can keep a good stock down then you are able to load up for…
Apple: Market disconnect
3 years ago
3 years agoThis time the expectations game worked in Apple’s favor. But… Not seeing the interactive graphics? Try the website. Note: Amazon and Alphabet (Google) prices are next day opening…
Apple: Moving targets
3 years ago
3 years agoWatch the analysts change their tune. Several Apple analysts used Tuesday’s results as an opportunity to fine-tune their 12-month price targets. Among the ones I’ve seen: 5 raised their targets…
Once again, bullish indies beat the pros. Whenever Apple beats expectations—even expectations as low as they were this quarter—the congenitally bullish independent analysts tend to outperform the…
Excerpts from the notes we’ve seen. More as they come in. Steve Milunovich, UBS. The Killer Experience Company as the Appleverse Expands. As results soured, management seemed…
Read More Apple’s June quarter earnings: What the analysts are saying
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