Wall Street has never really understood Apple. Is that Wall Street's problem or Apple's? Depends how you look at it and what you want. It's in everyone's best interests, though, for Apple and Wall Street to get on the same page. Not the short-sighted, gambler's paradox, always doomed narrative Wall Street seems fixated on. And not the leave-us-alone-and-just-count-your-money reality Apple would probably prefer. But, a reasonable narrative everyone can get behind.
With Apple recently announcing it was going to stop reporting unit sales, and the tizzy that was set off around that, Neil Cybart thinks it will set up a new way forward:
From Above Avalon:
Neil's just about the best in the business at understanding this stuff, so give the whole thing a read.
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Rene Ritchie is one of the most respected Apple analysts in the business, reaching a combined audience of over 40 million readers a month. His YouTube channel, Vector, has over 90 thousand subscribers and 14 million views and his podcasts, including Debug, have been downloaded over 20 million times. He also regularly co-hosts MacBreak Weekly for the TWiT network and co-hosted CES Live! and Talk Mobile. Based in Montreal, Rene is a former director of product marketing, web developer, and graphic designer. He's authored several books and appeared on numerous television and radio segments to discuss Apple and the technology industry. When not working, he likes to cook, grapple, and spend time with his friends and family.