The new iMac should be a positive for future financial performance. However, desktops may not be relevant enough to move the needle and catch investors’ attention.
Aug 5, 2020
The iPad had a tough first calendar quarter, like most other Apple products. With a newly-launched Pro model and favorable learn- and work-from-home trends, tablet sales could look better this time.
Jul 21, 2020
The overall environment has not been that great for wearables lately. The Apple Watch will need to use “brute force” to produce decent results in fiscal third quarter.
Jul 20, 2020
Although not a key piece of the investment thesis, Macs could be a bright spot this quarter, maybe lifting sales when a bit of help is most needed.
Jul 16, 2020
PC sales have benefited from work-from-home trends in the second quarter. This is good news for Apple’s product revenues, but likely not much of a needle-mover for the stock.
Jul 14, 2020
Has the Apple Watch been a success of failure so far in 2020? It depends on who you ask. This is a tough year to make predictions, but the device should perform well in the longer term.
Jun 21, 2020
Lockdowns could reduce demand for smartwatches and headphones. Prior to the COVID-19 crisis, these were some of the fastest-growing products in Apple's portfolio.
Jun 11, 2020
Jun 12, 2020
A perfect storm of higher earnings from Apple’s popular devices and aggressive share buyback program propelled the company's return metrics in the past decade.
Jun 8, 2020
If it were a stand-alone company, HomePods could have featured in the Fortune 1,000 list. But the value of the smart speaker space to Apple goes beyond device sales.
Jun 5, 2020
Once upon a time, the iPod sold nearly 23 million units in a single quarter. Today, the product is only a shadow of its former self.
Jun 4, 2020
Aug 6, 2020
Second US bank warns against buying AAPL, saying too risky
Aug 3, 2020
Big Tech not big on stock splits
Jul 30, 2020
My brief contribution to The Street
What does Jim Cramer say about risk to valuations?
Jul 27, 2020
Big week ahead
Jul 25, 2020
The first major investigation in 50 years...
Jul 24, 2020
Here we go with government scrutiny again
Jul 22, 2020
Apple was the only Fortune 50 company to foresee against pandemic risk
A leader in more than one way
Why Apple's valuation is rising