Excerpts from the notes I've seen. More as they come in.
Read More Apple's 'Scary Fast' Mac event: What the analysts are saying (includes videos)
Premarket: Apple is red
2 years ago
2 years agoFrom Barron's' "Stock Futures Mixed After Strong Rebound" posted early Tuesday.
New, speedier Macs are expected to be unveiled at Apple's first pre-Halloween event.
Mac descending a staircase
2 years ago
2 years ago"Mac sales may have increased six-fold over the past two decades, but Apple’s total sales increased almost 50-fold over the same period."
Oppenheimer cuts Apple target $20 to $200
2 years ago
2 years ago"Longer term, we see tremendous value in the Apple ecosystem and its ability to monetize its user base." — Analyst Martin Yang
Apple Event Bingo: Scary Fast
2 years ago
2 years ago"On Halloween eve, in the pale, eerie light, new Apple products shine, a wicked delight."
"However, we are more cautious on the December quarter... and believe Apple will guide to a revenue range that is both below normal seasonality and Consensus expectations." — Analyst Eric Woodring
Read More Morgan Stanley: Apple to post accelerating Services and record gross margins
"In relation to the set up into earnings, we envision nuances stemming from September (F4Q23) results tracking in line with lowered buy-side expectations, even if modestly lower than sell-side consensus." — Analyst Samik Chatterjee
Read More J.P. Morgan expects Apple's September results to be better than feared
From Meha Agarwal's "Apple India Revenue Nears $6 Bn Milestone In FY23" posted Monday by Inc.
Read More Apple's revenue in India grew a remarkable 48% in fiscal year 2023 — report
"China’s surprise investigation into Apple supplier Foxconn, a key link in the iPhone supply chain, may be intended to send a message. The one Apple and its suppliers actually receive might do China more harm than good."
Read More If Apple and its suppliers aren’t safe in China, who is?
5 Comments