"The company has already all but guaranteed this will be its biggest quarter ever for total revenue and iPhone sales." ...
A place for Apple traders and investors to share their best ideas.
From Rolfe Winkler's "How Tim Cook Evaded Disaster at Apple This Year" posted Friday by the Wall Street Journal.
"During the initial two weeks of availability, base model sales in China were almost double that of the base iPhone 16 over ...
Excerpts from the notes I've seen. More as they come in.
From "Global smartphone market grows 3% in Q3 2025, led by emerging economies" posted Thursday.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s June quarter results.
"In this note, we attempt to quantify the 5-year (C25-30) earnings potential of Apple based on gaining/losing share in each of its respective product categories, and services segments." ...
This quarter, the independents are $2 billion more bullish than the pros.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...