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Apple reports today. What BofA's Wamsi Mohan will be listening for (video)apple bofa mohan cnbc3 years ago
Published January 27, 2022 by Philip Elmer-DeWitt

Apple reports today. What BofA's Wamsi Mohan will be listening for (video)

From "Apple is set for a period of high-performance with great product pipeline, says Wamsi Mohan" which aired Thursday on CNBC.

Read More Apple reports today. What BofA's Wamsi Mohan will be listening for (video)

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10 reasons BofA's Wamsi Mohan shifted from Neutral to Buy on Appleapple bofa mohan buy4 years ago
Published December 14, 2021 by Philip Elmer-DeWitt

10 reasons BofA's Wamsi Mohan shifted from Neutral to Buy on Apple

Number 1: "AR becomes the killer app for 5G."

Read More 10 reasons BofA's Wamsi Mohan shifted from Neutral to Buy on Apple

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Merrill Lynch, now a buy, raises Apple target a whopping $50 to $210apple merrill whopping 2104 years ago
Published December 14, 2021 by Philip Elmer-DeWitt

Merrill Lynch, now a buy, raises Apple target a whopping $50 to $210

From Chiara Remondini's "Apple Price Targets Keep Rising as $3 Trillion Milestone in View" posted Tuesday by Bloomberg.

Read More Merrill Lynch, now a buy, raises Apple target a whopping $50 to $210

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Merrill Lynch: iPhone subsidies are attractive, but come at a costapple merrill carrier subsidies4 years ago
Published September 30, 2021 by Philip Elmer-DeWitt

Merrill Lynch: iPhone subsidies are attractive, but come at a cost

From a note to clients by analyst Wamsi Mohan that landed on my desktop Wednesday.

Read More Merrill Lynch: iPhone subsidies are attractive, but come at a cost

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Joanna Stern and Wamsi Mohan talking Apple on CNBC (video)apple stern mohan4 years ago
Published September 15, 2021 by Philip Elmer-DeWitt

Joanna Stern and Wamsi Mohan talking Apple on CNBC (video)

From TechCheck's "Apple shares remain under pressure after iPhone 13 reveal," which aired on CNBC Wednesday.

Read More Joanna Stern and Wamsi Mohan talking Apple on CNBC (video)

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Merrill Lynch: Apple broadens portfolio to counter saturationapple merrill neutral 1554 years ago
Published March 25, 2021 by Philip Elmer-DeWitt

Merrill Lynch: Apple broadens portfolio to counter saturation

From a note to clients by analyst Wamsi Mohan that landed on my desktop Thursday.

Read More Merrill Lynch: Apple broadens portfolio to counter saturation

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Merrill Lynch: Apple services grew 18% in Dec. quarterapple merrill app store 1-54 years ago
Published January 5, 2021 by Philip Elmer-DeWitt

Merrill Lynch: Apple services grew 18% in Dec. quarter

From a note to clients by analyst Wamsi Mohan that landed on my desktop Monday.

Read More Merrill Lynch: Apple services grew 18% in Dec. quarter

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Merrill Lynch: Apple App Store revenue up, downloads downapple merrill app store seesaw5 years ago
Published November 12, 2020 by Philip Elmer-DeWitt

Merrill Lynch: Apple App Store revenue up, downloads down

From a note to clients by analyst Wamsi Mohan that landed on my desktop overnight.

Read More Merrill Lynch: Apple App Store revenue up, downloads down

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Why BofA's Wamsi Mohan is Neutral on Apple (video)apple bofa neutral 1405 years ago
Published September 1, 2020 by Philip Elmer-DeWitt

Why BofA's Wamsi Mohan is Neutral on Apple (video)

"We speak with a lot of investors who are not particularly inclined to chase the stock over here given that they didn't like the stock $100…

Read More Why BofA's Wamsi Mohan is Neutral on Apple (video)

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Apple at $2T: Merrill Lynch's Wamsi Mohan makes a lot of sense (video)apple 2T wamsi mohan5 years ago
Published August 20, 2020 by Philip Elmer-DeWitt

Apple at $2T: Merrill Lynch's Wamsi Mohan makes a lot of sense (video)

It helps to have a host as smart as Squawk Alley's Jon Fortt asking the questions.

Read More Apple at $2T: Merrill Lynch's Wamsi Mohan makes a lot of sense (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
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  • Stratechery ($)
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