Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Apples tough Q4 2022: What the analysts are saying – Excerpts from the notes Ive seen. More as they come in. Wamsi Mohan, BofA: Better than peers but inline guide with extra week implies deceleration coming. Apple reported a modest beat relative to consensus (Products beat and Services missed) and gave a qualitative guide of deceleration in rev growth (relative …
