Apple's forced allowance of external payments and third-party app stores undermines its strategic moat. Find out why AAPL stock is a Hold.

Live Updates Live Coverage Updates appear automatically as they are published. Keys to watch 11:54 am 1. Subscription Revenue ...

Trump's proposed 25% tariffs on Apple products made outside the US could erode gross margins by up to 490bps, invalidating my ...

It is also critical for vendors to understand the difference between the old and new spheres of customer influence and to design channel programs that leverage the new model. Can be reached at ...

Gain expert insight on the margin erosion zone – a critical area where profitability is at risk – and learn how to navigate it by leveraging key benchmarks as part of a larger strategy What ...

Bharat Rasayan's margin for the fourth quarter contracted to 13.12% from 22.37% in the year-ago period. That's a contraction ...