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Toni Sacconaghi: Apple's supply chain is strong, but... (video)apple sacconaghi 3 percent fall3 years ago
Published May 19, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi: Apple's supply chain is strong, but... (video)

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)

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Toni Sacconaghi expects a 'solid' Apple fiscal Q2apple sacconaghi bull case 2903 years ago
Published April 26, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi expects a 'solid' Apple fiscal Q2

But sees muted earnings growth over the next several years.

Read More Toni Sacconaghi expects a 'solid' Apple fiscal Q2

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Toni Sacconaghi has nothing bad to say about Apple (video)apple sacconaghi subscriptions game changer3 years ago
Published March 25, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi has nothing bad to say about Apple (video)

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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Toni Sacconaghi: Apple's supply chain will be fineapple sacconaghi bull case 2903 years ago
Published March 21, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi: Apple's supply chain will be fine

From CNBC's "Apple will likely work through China supply chain disruptions, says Bernstein's Toni Sacconaghi," which aired Monday.

Read More Toni Sacconaghi: Apple's supply chain will be fine

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Why Bernstein's Toni Sacconaghi finally raised his Apple target (video)apple sacconaghi 170 video3 years ago
Published January 15, 2022 by Philip Elmer-DeWitt

Why Bernstein's Toni Sacconaghi finally raised his Apple target (video)

From CNBC's "Rising interest rates are really causing people to scrutinize valuation: Bernstein's Sacconaghi" which aired Friday.

Read More Why Bernstein's Toni Sacconaghi finally raised his Apple target (video)

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Toni Sacconaghi gets over himself, raises Apple target $38 to $170apple bofa 256 poker3 years ago
Published January 11, 2022 by Philip Elmer-DeWitt

Toni Sacconaghi gets over himself, raises Apple target $38 to $170

Eager to see what he says now about being wrong for so long.

Read More Toni Sacconaghi gets over himself, raises Apple target $38 to $170

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Toni Sacconaghi: Kudos to Tim Cook (video)apple sacconaghi kool aid3 years ago
Published December 13, 2021 by Philip Elmer-DeWitt

Toni Sacconaghi: Kudos to Tim Cook (video)

From "I'm not sure Apple's tremendous run persists in early 2022, says Bernstein's Sacconaghi" which aired Monday.

Read More Toni Sacconaghi: Kudos to Tim Cook (video)

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Talking heads talking about Apple (videos)apple talking heads cnbc3 years ago
Published December 10, 2021 by Philip Elmer-DeWitt

Talking heads talking about Apple (videos)

With its share price approaching $3 trillion, Apple was the only thing anybody wanted to talk about yesterday on CNBC.

Read More Talking heads talking about Apple (videos)

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Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)apple cramer huberty hall sacconaghi3 years ago
Published December 10, 2021 by Philip Elmer-DeWitt

Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)

Plus a fun clip of Josh Brown (age 44) telling his generation why they should not be rooting for all-time highs.

Read More Jim Cramer on Apple analysts Huberty, Hall and Sacconaghi (video)

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Bernstein: Eyewear could account for 20% of Apple's revenue by 20403 years ago
Published December 9, 2021 by Philip Elmer-DeWitt

Bernstein: Eyewear could account for 20% of Apple's revenue by 2040

"In the long-run, we believe that XR devices may be cannibalistic to iPhones " -- Analyst Toni Sacconaghi

Read More Bernstein: Eyewear could account for 20% of Apple's revenue by 2040

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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
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  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
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