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Toni Sacconaghi: Apple will be just fine (video)apple sacconaghi toilet paper4 years ago
Published May 25, 2021 by Philip Elmer-DeWitt

Toni Sacconaghi: Apple will be just fine (video)

"There aren't many periods in history where lawsuits have changed the fortunes of technology companies."

Read More Toni Sacconaghi: Apple will be just fine (video)

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Barron's take on why Apple is red after blowout earningsapple blowout red barrons4 years ago
Published April 30, 2021 by Philip Elmer-DeWitt

Barron's take on why Apple is red after blowout earnings

Eric Savitz channels Toni Sacconaghi's theory that Apple will hit a trough in 2022.

Read More Barron's take on why Apple is red after blowout earnings

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Jim Cramer loses his Apple Watch, takes it out on Toni Sacconaghiapple watch cramer sacconaghi4 years ago
Published April 15, 2021 by Philip Elmer-DeWitt

Jim Cramer loses his Apple Watch, takes it out on Toni Sacconaghi

From Cramer's "The Tale of My Apple Watch" posted Wednesday on Real Money.

Read More Jim Cramer loses his Apple Watch, takes it out on Toni Sacconaghi

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Why Bernstein's Toni Sacconaghi is worried about techapple sacconaghi worried4 years ago
Published March 29, 2021 by Philip Elmer-DeWitt

Why Bernstein's Toni Sacconaghi is worried about tech

From a note to clients posted last week.

Read More Why Bernstein's Toni Sacconaghi is worried about tech

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Bernstein: 'The FAAMG blues... or is it just Apple?'apple bernstein faamg sacconaghi4 years ago
Published March 7, 2021 by Philip Elmer-DeWitt

Bernstein: 'The FAAMG blues... or is it just Apple?'

It's just Apple, says analyst Toni Sacconaghi in a note to clients that landed on my desktop Sunday.

Read More Bernstein: 'The FAAMG blues... or is it just Apple?'

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Bernstein raises Apple Q1 2021 estimates above consensus, but...apple bernstein sacconaghi consensus4 years ago
Published January 21, 2021 by Philip Elmer-DeWitt

Bernstein raises Apple Q1 2021 estimates above consensus, but...

"The cycle appears reasonably strong, but at 31x earnings, what's next?" -- Analyst Toni Sacconaghi

Read More Bernstein raises Apple Q1 2021 estimates above consensus, but...

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Bernstein's Toni Sacconaghi is more cautious on Tesla than Apple (video)apple sacconaghi apple tesla4 years ago
Published December 24, 2020 by Philip Elmer-DeWitt

Bernstein's Toni Sacconaghi is more cautious on Tesla than Apple (video)

From CNBC's "Top-ranked analyst Toni Sacconaghi on Apple getting into self-driving cars" posted Wednesday.

Read More Bernstein's Toni Sacconaghi is more cautious on Tesla than Apple (video)

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Toni Sacconaghi: How Apple generated an extra $6B in free cash flowapple sacconaghi free cash flow5 years ago
Published November 17, 2020 by Philip Elmer-DeWitt

Toni Sacconaghi: How Apple generated an extra $6B in free cash flow

From Max Cherney's "Apple Has Cut $5 Billion From Its Spending. What That Means for the Stock" ($) posted Monday in Barron's.

Read More Toni Sacconaghi: How Apple generated an extra $6B in free cash flow

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Toni Sacconaghi: Apple could take a 20% hit without Google's kickbacksapple google sacconaghi 20 hit5 years ago
Published October 26, 2020 by Philip Elmer-DeWitt

Toni Sacconaghi: Apple could take a 20% hit without Google's kickbacks

Bernstein's top Apple analyst has a famously bad track record on Apple, but he was one of the first to spot the value of the search payments.

Read More Toni Sacconaghi: Apple could take a 20% hit without Google's kickbacks

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Toni Sacconaghi: Epic's case against Apple will be a long, uphill slog (video)apple epic sacconaghi long slog5 years ago
Published September 28, 2020 by Philip Elmer-DeWitt

Toni Sacconaghi: Epic's case against Apple will be a long, uphill slog (video)

"It is important enough to understand what real people think. Do these security issues concern people, or not?" — Judge Yvonne Gonzalez Rogers, urging a jury…

Read More Toni Sacconaghi: Epic's case against Apple will be a long, uphill slog (video)

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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

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