Fears of a “structural change” in the upgrade cycle. In a note to clients Thursday, BTIG analyst Walter Piecyk made it clear that he is still bullish about…
Read More BTIG analyst cuts Apple estimates, maintains Buy rating
More ripple effects from last year’s iPhone 6 windfall. Apple had a huge Chinese New Year in 2015. This year, not so much. “For the first time since…
No upgrade program for the iPhone SE
3 years ago
3 years agoWhere’s the logic in that? I’m ready to buy a 4-inch iPhone. I’ve been ready for nearly nine months (See Apple, Dear Apple, please don’t kill…
The headlines have it backwards. Apple’s share price isn’t rising because a sell-side analyst has raised his or her price target. Price targets are trailing indicators, not…
Read More Watch Apple analysts play catch-up to the share price
Apple, the FBI and Al Capone’s vault
3 years ago
3 years agoWhat did the FBI find in the San Bernardino iPhone? “We’re still working on that, I guess is the answer,” said James Baker, the FBI’s general counsel, at a…
Countdown to Apple earnings
3 years ago
3 years agoApple’s fiscal Q2 2016 results are three weeks away. I’m going to be doing on Apple 3.0 what I did for nine years at Apple 2.0:…
For Apple 3.0 subscribers, a $300 value. I’m going to be in New York City Wednesday afternoon to spend some quality time with two of my favorite independent…
Read More Discount tickets to the Dediu & Bajarin show in NYC Wednesday
The biggest shocker: Apple’s gross margin on services may not be 40%, but closer to 70%. In a multimedia presentation for clients—slide deck, conference call, 64-page note…
Read More Credit Suisse: Wall Street has Apple’s profit margins all wrong
Beyond the iTunes music store. With net revenue from services alone of $21.2 billion, Apple is now one of the largest internet services companies on the planet. So…
Results from a study of 2,176 U.S. consumers. Tim Cook, in case you haven’t heard, is gay—not that there’s anything wrong with that. But it was an…
Read More Does Tim Cook’s stance on gay rights help or hurt Apple’s sales?
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