Q SEC filing for fiscal Q2 2025, posted Friday.

Excerpts from the notes I've seen. More as they come in.

Some of the commentary that caught my eye. More as it comes in.

Rather than dominating the top 10 spots, as they do more often than not, this time the indies dominated the bottom 10.

From "We're not expecting a good result or outlook from Apple's earnings, says D.A. Davidson's Gil Luria" which aired ...

From "Epic Games Inc. vs. Apple Inc."  posted Wednesday by the U.S. District Court, Northern Disctrict of California.

"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go ...

Big Tech earnings will trade like a pair of twos" which aired Tuesday on CNBC.

The independents are more bullish than the pros, as usual.

From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.

The Dividend Should Rise But Stock Is Still Likely To Slide" posted Monday by Seeking Alpha.

From a note to Morgan Stanley clients that landed on my desktop Monday.