Excerpts from the notes I've seen. More as they come in.
Read More Apple's disappointing Q1 2024: What the analysts are saying
A mixed quarter, with good and bad estimates spread is roughly equal measure among the pros and indies.
Apple beat on top and bottom lines — finally showing some quarterly revenue growth — but investors couldn't seem to see past the 13% drop in China sales.
2 years agoFrom Nick Binton's "Why Tim Cook Is Going All In on the Apple Vision Pro" posted Thursday by Vanity Fair.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s September quarter results. The independents are more bullish than the Street, as usual, but not by a lot.
2 years agoFrom Dennis Sellers' "Apple is the world's most admired company for the 17th consecutive year" posted Wednesday by Apple World Today.
"I continue to think that Apple’s attempts to create its own 5G modem are a disaster area." — Radio Free Mobile's Richard Windsor
Read More Apple extends its Qualcomm 5G modem contract one more year
2 years ago"Standing behind him Michaelis saw with a shock that he was looking at the eyes of Doctor T. J. Eckleburg which had just emerged pale and enormous from the dissolving night."
From "Global smartphone market declined just 4% in 2023 amid signs of stabilization" posted Wednesday by Canalys.
Read More Canalys: Smartphone sales grew 8% last quarter, Apple took 24%
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