The Global Supply & Demand Shock Of The Coronavirus

by Jonathan Custer

Author:  Gary Evans Our analysis of the impact of the Coronavirus is a work in progress and nobody knows the endgame.  It is still the early days of the epidemic, and its dynamics will take time to understand. The scale of the impact will depend on how contagious and lethal it reveals itself. There is …

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iPhone Returns To Positive Y/Y Revenue Growth

by Jonathan Custer

Apple announced financial results for fiscal Q1 2020 first quarter ended December 28, 2019. The Company posted quarterly revenue of $91.8 billion, an increase of 9 percent from the year-ago quarter and an all-time record.   After four consecutive quarters of negative y/y revenue growth, iPhone revenue turned up and led total revenues. Revenues from iPhones …

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