There are a lot of moving parts going into Thursday's earnings report.
From Alex Heath's "Apple’s new App Store tax on ads is a direct shot at Meta" posted Tuesday on The Verge.
From "Foxconn’s largest iPhone factory confirms Covid-19 impact after central China campus restricted worker movement" posted Wednesday in the South China Morning Post.
Read More Small COVID outbreak in world's largest iPhone factory
From "The end of Apple’s affair with China" ($) posted Monday in The Economist.
From "Is Cupertino Navigating the Economic Storm?" a note to Wedbush clients that landed on my desktop Tuesday.
Read More Wedbush's Daniel Ives: 'We view this as a seminal print for Apple'
From Kif Leswing's "Apple reports earnings Thursday and all eyes are on iPhone 14 sales" posted Monday on CNBC.
Read More CNBC roundup: What the analysts are saying ahead of Apple Q4 earnings
From "Raising Prices Highlights Success of TV+" a note from analyst Amit Daryanani that landed on my desktop Tuesday.
Read More Evercore's Amit Daryanani: 'Apple is organically building the next HBO'
"Mix is clearly better as iPhone 14 Pro is turning out to be a clear leader within the portfolio." -- J.P.Morgan's Samik Chatterjee
Read More Carrier survey shows Apple iPhone market share lower than last September
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