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ped30.com
18 小时
Horace Dediu puts Apple's growth in perspective (chart)
Growth of 150 million over previous year. Consistent with historic trend that traces back to 2009" posted Friday on Mastodon.
ped30.com
20 小时
Mark Gurman: Apple is missing the boat on AI, AR, autonomous systems, more
"Apple now risks making a bigger misstep by failing to find a 'next big thing' — the kind of moneymaking idea that turned it into a $3.5 trillion company." ...
ped30.com
1 天
Q1 2025 Apple earnings analysis by guy with an attitude
From "The Investor Channel... Fire Tim Cook!" which aired Friday on YouTube.
ped30.com
2 天
Apple's record Q1 2025: Selected Six Colors charts
Snell's work is beautiful, and his charts illustrate results that mine don't.
ped30.com
2 天
Apple's Q1 2025: What the talking heads are saying
Some of the commentary that caught my eye. More as its comes in.
ped30.com
2 天
Apple's record Q1 2025: What the analysts are saying
Excerpts from the notes I've seen. More as they come in.
ped30.com
3 天
Apple's record fiscal Q1 2025 in five easy charts
In its first fiscal quarter of 2025, Apple beat easily on the top and bottom lines. iPhone sales were weak, as expected, but ...
ped30.com
3 天
Deep underwater Tim Long previews Apple earnings (video)
Here's what to expect" which aired Thursday on CNBC.
ped30.com
3 天
Apple Earnings Smackdown: Final estimates Q1 2025
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s December quarter results.
ped30.com
4 天
Oppenheimer downgrades Apple, drops $250 target
From a note to Oppenheimer clients that landed on my desktop Wednesday.
ped30.com
4 天
Rosenblatt's Barton Crockett: How DeepSeek helps Apple
From "Meta earnings will be a litmus test on DeepSeek's breakthrough, says Rosenblatt's Barton Crockett" which aired Tuesday on CNBC.
ped30.com
5 天
Evercore: Apple 'well positioned' to deliver an in-line quarter
Analyst Amit Daryanani ...
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