Colin Gillis, BCG: Haiku: The cracks are starting to show in the iPhone sales, as the market shifts.
Toni Sacconaghi, Bernstein Research: Big iPhone Miss Points to High-End Market Saturation.
Steven Milunovich, UBS: iPhone Worm in the Apple.
Mark Moskowitz, J.P. Morgan: Not Again: iPhone Stumbles into another New Year; We Maintain OW even as Air Pockets Persist.
Ittai Kidron, Oppenheimer: Cycle Exhausted; Downgrading to Perform.
Bill Shope, Goldman Sachs: Muted guidance a hefty setback, but opportunity persists.
Charlie Wolf, Needham: iPhone sales come up short.
Gene Munster, Piper Jaffray: Underlying iPhone Growth Core Question, But 2014 Product Cycle Theme Intact.
Glen Yeung, Citi: iPhone disappoints again.
Kulbinder Garcha, Credit Suisse: Growth Challenges.
Brian White, Cantor Fitzgerald. Down but not out.
Scott Craig, Merrill Lynch: iPhone disappointment driving sentiment and valuation shift.
Amit Daryanani, RBC: Searching for Revenue Growth.
Andy Perkins, Societe Generale: Disappointing iPhone unit sales but some positives all the same.
William Power, Baird: Disappointing FQ1; New Products to the Rescue?
Stuart Jeffrey, Nomura: Weak Growth May Force Increase in Buybacks.
Maynard Um, Wells Fargo: Bottom line.
Avi Silver, CLSA: Deja vu all over again.
Michael Walkley, Canaccord Genuity: Solid results with healthy margin gain, but softer iPhone sales impact guidance.
Ben Reitzes, Barclays. Larger Screens & New Categories Needed to Revive Growth.
So, Apple must have had a pretty dismal quarter, right? I mean look at those guys’ quotes!
Apple reported record earnings of $14.50 per share on sales of $57.6 billion Monday — beating both its and Wall Street’s expectations.
51 million iPhones in sold.
26 million iPads sold.
4,8 million Macs sold.
6 million iPods sold.
In. One. Quarter.
Oh yeah, 160 BILLION in cash. Clearly doomed.