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.] ...
From Dan Gallagher's "Memory Shortage Haunts Apple’s Blowout iPhone Sales" (free) posted Friday by the Wall Street Journal.
Previous Post Apple blows past expectations and its shares fall. What gives?
Excerpts from the notes we've seen. More as they come in.
From Christine Ji's "Why Apple’s blockbuster earnings weren’t enough to lift the stock" posted Friday by MarketWatch.
Of the top 13 spots, 12 were taken by indies.
Apple's revenue, earnings, Services and iPhone sales all grew double digits. China sales grew an astonishing 38%.
From Chance Miller's "Apple acquires secretive Q․ai startup for $2 billion" posted Thursday by 9to5Mac.
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.] ...
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s September quarter results.
From Kuo's "A few quick thoughts on Apple/iPhone memory price hikes" posted Tuesday on X.
From Akash Sriram's "Strong iPhone sales to power Apple's holiday quarter, Google AI deal in focus" posted Wednesday.
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