From "Apple iPhone revenues expected to deflate further in 2023, says Bernstein's Toni Sacconaghi" which aired Monday on CNBC.
Read More Why Bernstein's Toni Sacconaghi slashed his Apple's target $45 to $125
From "Apple's iPhone growth predicated on its ability to get users to upgrade, says Bernstein's Sacconaghi" which aired Tuesday on CNBC.
Read More Toni Sacconaghi doubts Musk's attack on Apple has legs (video)
"We estimate that Apple's extra week in the December quarter will add 7%+ to revenue growth, which does not appear reflected in consensus."
Read More Toni Sacconaghi is above consensus for Apple's Q4, below for fiscal 2023
From a note to Bernstein clients that landed on my desktop Tuesday.
Read More Toni Sacconaghi: Five Q's and five A's in advance of Wednesday's Apple event
"We worry that growth… may slow as consumers are increasingly pressured by inflation and rising rates." -- Analyst Toni Sacconaghi
Read More Bernstein's Sacconaghi likes Apple's prospects for the June quarter, but...
"In 14 of the last 15 years the stock has outperformed the market [between June and September] by an average of 14 percentage points."
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"The companies in our universe vary widely in business composition, and we maintain that those with the most recurring revenue and profit are least at risk."
Read More Why Bernstein's Toni Sacconaghi is bearish on Apple in a recession
From "'Investors are getting worried about consumer demand,' says Bernstein's Sacconaghi" which aired Wednesday on CNBC.
Read More Toni Sacconaghi: Apple's supply chain is strong, but... (video)
But sees muted earnings growth over the next several years.
From "Apple's new hardware subscription model may be a game changer, says Bernstein's Sacconaghi" which aired Thursday on CNBC.
Read More Toni Sacconaghi has nothing bad to say about Apple (video)
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