"We have never seen shipments in the holiday quarter come in lower than the previous quarter."
Read More IDC: Smartphone sales collapsed last quarter, Apple's least of all
"We have never seen shipments in the holiday quarter come in lower than the previous quarter."
Read More IDC: Smartphone sales collapsed last quarter, Apple's least of all
Two years ago, analyst Abhinav Davuluri rated Apple's moat as "narrow" and gave it a fair value of $71. Now he calls the same moat "wide" and gives Apple a fair value of $150.
From Patrick McGee's "Apple beefs up smartphone services in ‘silent war’ against Google" ($) posted Wednesday by the Financial Times.
From Gurman's "Apple Begins Hiring for Effort to Bring Retail Chain to Malaysia" posted Tuesday by Bloomberg News.
From Travis Clark's "Streaming services are spending bank on big-budget movies. That's not buying Oscar nods." posted Tuesday by Business Insider.
The digital ad business is a rich target for trustbusting. Are Amazon and Apple next?
"The upshot is that we believe consensus estimates are too high for FY 23, though we struggle in gaining conviction on the magnitude and exact timing of shortfalls."
Read More For Toni Sacconaghi, A stands for Apple and Ambivalence
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