Fiscal 2018, says analyst Andrew Uerkwitz, will mark peak iPhone. "We believe Apple lacks the courage to lead the next generation of innovation (AI, cloud-based services, messaging);…
Read More Oppenheimer: 'Apple is about to embark on a decade-long malaise'
"The increases reasonably support investments in new verticals including automotive and ongoing investment in data centers to support future services revenue growth."
Excerpts from the notes we've seen. More as they come in. Maynard Um, Wells Fargo: Sell out of iPhone 7 Plus models—a function of supply or demand? Apple…
Read More iPhone 7 demand: What the Apple analysts are saying
8 years agoA snapshot of Wall Street sentiment three days after the iPhone 7 event. The graphic attached below comes from TipRanks, which tracks Apple analysts and ranks them…
Matthew Roberts’ latest tour of the spaceship and its satellites, four months to occupancy. UPDATE: Just discovered Duncan Sinfield's spaceship video, which went up the same day. In…
Read More Apple Campus 2: First drone flyover of September (video)
Excerpts from the notes we've seen. More as they come in. Interesting how little the analysts have to say about the missing headphone jack. The exception, Ben…
Read More Apple's iPhone 7 event: What the analysts are saying—updated
Apple doesn't have to grow new buyers to sell more iPhones. Apple investors may take some comfort in the chart UBS analyst Steven Milunovich sent to clients…
Read More Chart: The reassuring inevitability of iPhone growth
Taking Donald Trump's "make it here" demand to its illogical conclusion. In the current issue of the MIT Technology Review, author Konstantin Kakaes takes Donald Trump's call for Apple to make the iPhone…
Read More Could Apple make an iPhone from American atoms? (with song)
8 years agoThere's good news and bad. Neil Cybart's deep dive into what he calls Apple's Plan to Own the Entire Music Industry is illustrated with a chart that compares Spotify's paid subscriber…
8 years agoIf you're going to the RNC, better bring your Google. The Donald Trump Show opens in two weeks, and transit information for Cleveland is still not available…
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