From a note to Evercore clients that landed on my desktop Sunday.
From David Phelan's "Apple Cancels iPhone Upgrade Program, Says ‘You’ll Love What’s Next'" posted Saturday by Forbes.
From Gurman's "Power On" column posted Sunday to Bloomberg Technology subscribers.
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?
Apple's revenue, earnings, Services and iPhone sales all grew double digits. China sales grew an astonishing 38%.
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 Christine Ji's "Why Apple’s blockbuster earnings weren’t enough to lift the stock" posted Friday by MarketWatch.