Will Apple’s Lost Sales Stay Fresh or Turn Rotten?

When Apple (AAPL) reported its June quarter results, management hinted at supply chain issues beginning to impact the company’s ability to meet demand.  During the quarter, at a conference presentation, the company updated its guidance to note that about $3 billion in sales would be lost in the September quarter.  When the company reported September […]

Comcast Questions Starting Sooner

Comcast (CMCSA) reported another good set of quarterly financial results.  Revenues, EBITDA, and free cash flow all at least met Wall Street estimates in 3Q even as the company had preannounced a slowdown in growth of new broadband subscribers.  From a financial perspective, the huge increase in broadband subs during the peak of the pandemic […]