Excerpts from the notes I've seen. More as they come in.
817 search results for "india"
Apple's Q4 2023: What the analyst are saying
2 years ago
2 years ago
Clips from the videos I've seen. More as they come in.
Read More Apple's Q4 2023: What the talking heads are saying
Apple's mixed Q4 2023 in five easy pieces
2 years ago
2 years agoApple beat the Street's oddly cautious estimates on the top and bottom lines, with strong Services (up 16%), boffo EPS (up 13.2%) and better-than expected iPhone sales (up 2.78%), but traders — or at least the ones on CNBC — were laser-focused on the fact that revenues fell for the fourth quarter in a row.
"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
"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
Can't find what you're looking for? Try refining your search:
You must be logged in to post a comment.