For Tim Cook, it’s all about the ASPs. Sunday's post "How Apple Sucks the Profit Out of Mobile Phones," prompted a reader objection: "I think you should drop…
Read More The Apple iOS and Android Price Gap Just Gets Wider
2015 was a tough year for the also rans. Here's an interactive bar chart that will give you a sense of how thoroughly Apple dominates the…
He was obsessed with his market cap. While watching Google's market value surpass Apple's in after-market trading last night—ending Apple's on-and-off reign as the world's most…
Read More Here's Why Google Overtaking Apple Would Have Made Steve Jobs Nuts
The Monthification of Apple
9 years ago
9 years agoIt was Jan Dawson of Jackdaw Research who several months ago came up with a word—"monthification"—for what Apple management spent so much of last week's earnings…
He's trying to excuse, or at least explain, last quarter's disappointing results. Given the bad news Apple CEO Tim Cook had to deliver last week—about the first…
Why Apple Is Still a 'Buy'
9 years ago
9 years agoWho sells a stock when it’s this far down? I don’t like to give stock advice, especially about Apple. But I’m always interested to hear what…
Price target cuts across the board. As expected, the sell-side analysts skipped by Apple's record-breaking results for the December quarter—the most profitable in the history of…
Read More Apple's Slow-Growth Quarter: What the Analysts Are Saying
5 tough questions for Apple CEO Tim Cook
9 years ago
9 years agoJust in time for Tuesday's earnings call. With a "hold" rating on the stock and lowest price target ($115) on Wall Street, BGC analyst Colin Gillis…
Some think the stock market's gone too far. The analysts' notes that have crossed my desk over the past 10 days fall into two piles. In…
Read More Apple Analysts Scramble Ahead of Next Week's Earnings Report
Crowdsourcing Apple's Earnings
9 years ago
9 years agoHere's the fiscal Q1 2016 edition. Next week Apple is expected to report December quarter earnings of $3.27 a share on sales of $77.170 billion—up 6.9%…
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