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Toni Sacconaghi on why Apple needs its own search engine (video)sacconaghi apple buy duckduckgo6 years ago
Published June 14, 2020 by Philip Elmer-DeWitt

Toni Sacconaghi on why Apple needs its own search engine (video)

Bernstein's top Apple analyst made the case for the company acquiring DuckDuckGo on CNBC's The Exchange Friday: Google pays $8 billion a year and ultimately generates…

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Bernstein: How to sell 10 times more Apple Watchesapple watch bernstein ten times6 years ago
Published June 3, 2020 by Philip Elmer-DeWitt

Bernstein: How to sell 10 times more Apple Watches

Lower prices, increase font sizes, put heath apps forward and market them to seniors. 

Read More Bernstein: How to sell 10 times more Apple Watches

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Apple: 'The worst is likely yet to come' says Bernstein's Toni Sacconaghiapple bernstein sacconaghi worst6 years ago
Published April 24, 2020 by Philip Elmer-DeWitt

Apple: 'The worst is likely yet to come' says Bernstein's Toni Sacconaghi

From a note to clients Wednesday that landed on my desktop Friday.

Read More Apple: 'The worst is likely yet to come' says Bernstein's Toni Sacconaghi

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Apple: The Bernstein Curseapple underwater brandon nispel6 years ago
Published April 14, 2020 by Philip Elmer-DeWitt

Apple: The Bernstein Curse

You can't keep an Apple bear above water for long. 

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Why Toni Sacconaghi won't upgrade Apple (video)apple sacconaghi upgrade video6 years ago
Published January 30, 2020 by Philip Elmer-DeWitt

Why Toni Sacconaghi won't upgrade Apple (video)

"The entry point is rich," says Bernstein's senior Apple analyst.

Read More Why Toni Sacconaghi won't upgrade Apple (video)

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Toni Sacconaghi: Can Apple go down if estimates keep going up?'apple sacconaghi two minds6 years ago
Published January 26, 2020 by Philip Elmer-DeWitt

Toni Sacconaghi: Can Apple go down if estimates keep going up?'

Bernstein's top Apple watcher is of two minds about the stock. 

Read More Toni Sacconaghi: Can Apple go down if estimates keep going up?'

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Bernstein's top Apple analyst gets raked over the coals—again—on CNBC (video)apple sacconaghi cnbc 3006 years ago
Published January 8, 2020 by Philip Elmer-DeWitt

Bernstein's top Apple analyst gets raked over the coals—again—on CNBC (video)

"You've been a chaser. Man, you've been a chaser."

Read More Bernstein's top Apple analyst gets raked over the coals—again—on CNBC (video)

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Apple bear Toni Sacconaghi raises his price target to $300sacconaghi apple target 3006 years ago
Published January 8, 2020 by Philip Elmer-DeWitt

Apple bear Toni Sacconaghi raises his price target to $300

For the first time in Apple's year-long run, Bernstein's chief tech analyst finds himself on dry land. From StreetInsider Monday: Bernstein analyst Toni Sacconaghi raised the price…

Read More Apple bear Toni Sacconaghi raises his price target to $300

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Apple AirPods sales wow Toni Sacconaghi, but don't move his $250 targetairpods wow sacconaghi7 years ago
Published December 20, 2019 by Philip Elmer-DeWitt

Apple AirPods sales wow Toni Sacconaghi, but don't move his $250 target

Bernstein's "base" case has AirPods unit sales growth going south in 2022. From a note to clients titled "Apple AirPods: Whoa! This could be REALLY big…

Read More Apple AirPods sales wow Toni Sacconaghi, but don't move his $250 target

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Toni Sacconaghi's Apple mea culpa — full textsacconaghi apple mea culpa7 years ago
Published December 18, 2019 by Philip Elmer-DeWitt

Toni Sacconaghi's Apple mea culpa — full text

"We have been neutral on Apple this year, and it’s been the wrong call. We missed it." Transcribed from the full CNBC Pro version of Monday's…

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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