"While the game may still be going on and the home team may still be winning, the fans are leaving the arena. The cheering is dying down."
Read More Macalope: Now is the winter of our Apple discontent
"While the game may still be going on and the home team may still be winning, the fans are leaving the arena. The cheering is dying down."
Read More Macalope: Now is the winter of our Apple discontent
"The December quarter was a triumph for Apple’s established product differentiation through a unique software ecosystem, bolstered by robust hardware upgrades. Yes, it’s a familiar playbook, but no one executes it quite like Apple."
"One document appears to show that a couple of weeks after Sinofsky’s departure was announced, Epstein wrote to him saying Apple CEO Tim Cook was 'excited to meet.'”
"It does not take a genius to figure out that this model leaves no room for profit, paying back debt or equity investors."
Read More Richard Windsor: The GenAI business model is broken
"R&D expenses drove the majority of the year-over-year step-up in opex, with AAPL crediting the increase to higher infrastructure-related costs, headcount-related expenses and engineering program costs." — Analyst Amity Daryanani
Read More Evercore's Top 5 takeaways from Apple's fiscal Q1 2026 10-Q
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