"To say he is a China hawk is an understatement."
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"We think the Apple brand is still strong, but Chinese consumers want more differentiation."
Read More Milunovich: iPhone trending up in all regions but one
To put that in perspective, Indians buy, on average, about 10 million mobile phones per month.
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
Apple: 17 Buys, 3 Holds, 1 Sell
9 years ago
9 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
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