Analyst Reports
84 posts filed under Analyst Reports
The Case for a Second iPhone Model
Having to wait over a year for a new model of iPhone is sending the rumour mill into delirium. Yesterday saw not one, but two analysts stick their heads above the parapet and oust the idea that Apple will later this year release two models…
Cook: Tablets Expected to Outperform PC Market
A report from Goldman Sachs analyst Bill Shope today shines a grand light on Apple’s future. Shope met last week with Apple’s Chief Operating officer Tim Cook, Senior Vice President of Retail Ron Johnson and Chief Financial officer Peter Oppenheimer to discuss the company’s prospects…
Fallout from Foxconn Plant Explosion Continues
Following the explosion at Foxconn's Chengdu plant on May 20 there have been a number of further developments. Over the weekend it was reported that a third person had died following the explosion that ripped through Foxconn's newest assembly plant. News coming out of China…
'iPhone 4S' Pinned for September Release, Adjusted Camera Revealed
The next generation iPhone is rumoured to arrive in September of this year and be dubbed 'iPhone 4S' if one report from an analyst is to be believed. The report from Jeffries & Co. analyst Peter Misek does cover some already well rumoured information but…
Morgan Stanley Analyst Meets Top Apple Execs
Katy Huberty of chief Apple analyst for Morgan Stanley last week paid a visit to Apple to speak with three top executives. The meeting between Huberty and Apple executives Peter Oppenheimer, Ron Johnson and Eddy Cue reportedly contained no company secrets but did leave Huberty…
Analyst Offers Insight into Apple and Verizon Talks
Analyst for Kaufman Bros, Shaw Wu has written in a note to clients that Apple requires to bring another carrier onboard in the U.S. to continue iPhone growth but it doesn't necessarily have to be Verizon. Wu continues to explain that AT&T's 90-million subscriber base…
iPad Shipments Estimated at 1.2 Million Per Month
According to a brief report in the Digitimes Samsung will begin shipping 9.7-inch display panels to Apple in July at a rate of 300,000 - 500,000 units per month. The report also notes that LG who is already making iPad displays shipped 800,000 - 900,000…
Munster Labels WWDC 2010 "a non-event"
In a note to clients this morning Piper Jaffray analyst Gene Munster has labelled the upcoming Worldwide Developers Conference as "a non-event" for Apple's share price and expects few surprises. In the note Munster writes that the iPhone Steve Jobs is expected to unveil will…
U.S Mac Sales Expected to Climb 39% in April
April sales of Mac seem ahead of street expectations according to Piper Jaffray analyst Gene Munster who quotes data from research firm NPD. The data from NPD shows that Mac sales grew 39% year-over-year with the street consensus resting on 19% growth for the June…
Foxconn Predicted to Ship 24 Million Next-Gen iPhones in 2010
Citing Taiwan-based component makers, Digitimes senior analysts Ming-Chi Kuo are predicting that Foxconn the suspected assembler of the next-gen iPhone dubbed iPhone HD will ship "4.5 million units in the first half and 19.5 million units for the rest of 2010". The article also points…
ATT Reportedly Holds iPhone Exclusivity Through 2010
Broadpoint AmTech analyst Brian Marshall when speaking to AppleInsider said today that AT&T the official carrier of the iPhone in the U.S. has gained another six months of iPhone exclusivity until the end of 2010. AT&T reportedly gained the extra six months by offering half-price…
Apple Scores 25% Smartphone Market Share
Both IDC and comScore recently released reports on smartphone market share for the last quarter of 2009. According to comScore Apple's share grew to 25.3% up from 24.1% in the previous quarter in the U.S. At the same time Research in Motions's share fell to…
Apple Could Lower iPad Pricing on Demand
Apple has stated that it intends to stay "nimble" on iPad pricing if sales are sluggish upon release. The information comes from a note to clients from analyst Bill Shope on behalf of Credit Suisse recounting meetings with Apple executives. Shope starts with downplaying the…
Apple Dominates Premium PC Sales
Betanews reports on data obtained exclusively from NPD that reveals that Apple dominates sales of PC hardware above the $1,000 mark. The information was gleaned by Joe Wilcox directly from Stephen Baker, NPD's vice president of industry analysis. In the report Wilcox reports that, "Nine…
Looking Ahead to Apple's Q1 2010 Fiscal Results
On Monday Apple will announce its first results for the 2010 fiscal year. The results which will be watched closely by analysts, bloggers and wall street are expected around 4.30PM EST (9.30PM GMT) with a conference call being held at 5PM EST (10PM GMT). As…
Analyst Sees 2010 Dominated by Mac
Piper Jaffray's Gene Munster has this week raised his Mac sales estimate for Q1 2010 which ended December 31st, 2009 and will be reported on by Apple this coming Monday and simultaneously dubbed 2010 year of the Mac. Munster now estimates that during Q1 2010…
Tablet Shipping Delayed Until June?
Despite not yet even existing in the publics eyes one analyst writes that the tablet will have a similar launch pattern to its sibling, the iPhone. Shaw Wu analyst for Kaufman Brothers writes that "the product would most likely not ship in volume until the…
Bloomberg Reiterates Tablet March Release
A Bloomberg report this week republished by BusinessWeek has reiterated previous rumours that Apple will begin selling it's rumoured tablet device in March after unveiling it later this month. Details are thin in the report but the author does speculate that the device will help…
Tablet Could Hit Production Early 2010
One analyst has come out with some new rumours about Apple's highly anticipated Tablet Mac which is rumoured to launch in March or April 2010 and feature a 10.1-inch LCD display. Oppenheimer analyst Yair Reiner revealed in a note to investors that his checks with…
iPhone Coming to T-Mobile U.S. in 2010
In a note to investors this week analyst Doug Reid of Thomas Weisel Partners said that despite persistent rumours that Verizon will receive the iPhone in 2010 when AT&T's exclusive agreement runs out he believes that T-Mobile will instead be the chosen carrier. Reid's thoughts…