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"Tim Cook did something unusual on last night's earnings call, sending a signal about Apple's shrinking universe" ["Apple only showed revenue growth because of the high price of iPhone X. This signals danger for Apple: It is charging more, in a shrinking universe, for a product that may no longer be observably better than its cheaper rivals."] Business Insider 7:50 AM
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"This is Tim: Transcript of Apple's Q1 2018 earnings call" Six Colors 8:00 AM
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"Apple posts record $88 billion in sales, but iPhone concerns loom" CNNMoney 7:27 AM
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"Despite the iPhone 8 and iPhone X, smartphone sales just ran out of steam: Even with a good performance from Apple's newest devices, smartphone sales dropped dramatically in the last three months of 2017." ZDNet 8:01 AM
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"iPhone sales figures bring Apple investors back to earth: X model sells fewer units than hoped but $999 price sees quarterly profits of $20.1bn" Financial Times [Paid Membership Required] 7:55 AM
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"Apple proves it can still deliver profit growth despite slower iPhone demand" Business Insider 4:10 PM
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"Apple's user base grows, but analysts probe for more detail" Reuters 7:38 AM
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"Apple sells around 10 iPhones a second, mainly iPhone X: Apple is selling more iPhones and generating higher profits with each sale than ever before, the company has confirmed." Computerworld 7:37 AM
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"What a difference a week makes: Apple's $88.3 billion quarter is even more impressive broken down week-by-week" AppleInsider 12:13 PM
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"4 tidbits we learned from Apple's record quarterly results: A deeper look into Apple's record quarter revenue." Macworld 7:43 AM
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"iPhone 'Super Cycle' Pronounced Dead" Bloomberg 12:14 PM
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"Apple sells fewer phones but profits rise" BBC 7:35 AM
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"Apple's user base grows, but analysts probe for more detail" Reuters 7:34 AM
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"Apple R&D spend exceeds $3B for first time, up $410M from September" AppleInsider 8:41 PM
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