"This is very reminiscent of the iPhone 13 cycle." — Analyst Erik Woodring
Read More Why Morgan Stanley is tactically cautious about Apple (video)
"This is very reminiscent of the iPhone 13 cycle." — Analyst Erik Woodring
Read More Why Morgan Stanley is tactically cautious about Apple (video)
2 years ago"We couldn't find anything else. It got cheap -- 10 times earnings." — Charlie Munger
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)
New, speedier Macs are expected to be unveiled at Apple's first pre-Halloween event.
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."
2 years ago"Longer term, we see tremendous value in the Apple ecosystem and its ability to monetize its user base." — Analyst Martin Yang
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
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