"Premiumization has started in the world’s second largest smartphone market and Apple has again got the timing right."
Read More Counterpoint: Apple Sees Highest Ever Smartphone Shipments in India
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"Winter has come early for Apple, and it might last a while."
Read More The WSJ posts scary walkup to Apple's Q4 earnings report
From Meha Agarwal's "Apple India Revenue Nears $6 Bn Milestone In FY23" posted Monday by Inc.
Read More Apple's revenue in India grew a remarkable 48% in fiscal year 2023 — report
But the big winner last quarter was -- wait for it -- TRANSSION.
Read More Canalys: 'Stronger than expected' iPhone volume in Sept. quarter
Putting this a 5-year-old post back up by popular request. From Daniel Eran Dilger's Five reasons why Apple is ending unit sales reporting of Mac, iPhone,…
Read More Repost: Daniel Eran Dilger's defense of Apple's 2018 unit sales blackout
"Tim Cook has navigated these challenges in an extraordinarily nimble fashion." — Analyst Wamsi Mohan
Read More In China, BofA sees more risk to Apple's multiples than to its earnings
From Edward White and Kathrin Hille's "China launches investigation into iPhone maker Foxconn, says state media" posted Sunday by the Financial Times.
Read More FT: China investigating Foxconn over tax and land use
Apple analyst mocks Nikkei
2 years ago
2 years ago"The Nikkei runs a story on iPhone production each year, although in the past they have run stories on production cuts that did not end up being accurate." — Evercore analyst Amit Daryanani
"Within the lower-end models, the 15 Plus has slightly higher delivery times across all regions (9-15 days), vs. a year ago." — Analyst Amit Daryanani
Read More Evercore: iPhone 15 lead times contract selectively
"In Week 4 of our Product Availability Tracker, delivery lead times have moderated for the second week in a row." — Analyst Samik Chatterjee
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