From a 12/31/24 note to Needham clients that landed on my desktop Thursday.
Read More What Laura Martin liked and disliked about Apple's December earnings
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This is why Apple's shares just tanked
5 months ago
5 months ago"Though the examination of Apple’s practices began before US President Donald Trump took office, they’re now colliding with a series of tit-for-tat moves between Beijing and the Trump administration."
"History tells us it is likely that Trump and Xi reach an agreement to pause the tariffs." — Analyst Amit Daryanani
Read More Evercore sees no 'material impact' on Apple from Trump's 2nd China trade war
"Jumping straight to the worst case scenario, analysts are predicting a 3% to 4% hit."
Read More CNBC: What the China tariffs mean for Apple (video)
"In the last tariff cycle, Apple was able to get an exception for the iPhone." — Analyst Wamsi Mohan
Read More BofA sees China trade war as 'manageable' for Apple
Trump's China tariff took a bite out of Apple
5 months ago
5 months ago"Several analysts predict that Apple must raise prices for consumers because the new tariffs would drive up expenses, thus diminishing consumer interest."
Premarket: Apple is red
5 months ago
5 months agoFrom CNBC's "Dow futures slammed by 575 points after Trump hits Canada, Mexico and China with tariffs" posted early Monday.
Snell's work is beautiful, and his charts illustrate results that mine don't.
Read More Apple's record Q1 2025: Selected Six Colors charts
Excerpts from the notes I've seen. More as they come in.
Read More Apple's record Q1 2025: What the analysts are saying
In its first fiscal quarter of 2025, Apple beat easily on the top and bottom lines. iPhone sales were weak, as expected, but Services revenue were strong, as were sales of Macs and iPads.
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