Analyst Reports — page 2
84 posts filed under Analyst Reports
Apple Pulls in Almost Half of U.S. Desktop Sales Money
According to NPD data Apple grabbed 47.71 percent of U.S. retail desktop revenue during the month of October. The data which comes from Joe Wilcox who spoke to Stephen Baker, NPD’s vice president of industry analysis. Baker attributed this impressive number down to the release…
Estimates Suggest Apple On Track to Sell 2.9 Million Macs
Estimated sales figures for the month of October suggest that Apple could be on track to please Wall Street expectations and sell 2.9 million Macs during the company's first fiscal quarter of 2010 which includes the lucrative month of December. The data released from NPD…
IDC and Gartner Estimate Mac Sales
As is routine towards the end of a fiscal quarter Gartner and IDC last week issued numbers estimating Mac sales in the United States. Gartner estimates that Apple shipped 1.572 million Macs, representing growth of 6.8% year-to-year, giving the company an 8.8% market share amongst…
No Apple TV Cable Box Says Apple Exec
Despite persistent reports over the years that the Apple TV could soon become a cable set top box an Apple executive has put a stop to the speculation. The information comes via a research note by Caris & Company who on Tuesday said that its…
Analyst Predicts Apple TV Change
Piper Jaffray analyst Gene Munster has predicted in a note today that Apple will update both the Apple TV hardware and software in the near future. Additionally Munster predicts that Apple may introduce an iTunes TV subscription service for around $30-40 per month allowing "…
Analyst Predicts Tablet Sales, Provides Mockup
In a research note this week Piper Jaffray analyst Gene Munster chimed in on the Apple tablet rumours, offering sales predictions for the device and a mockup of what he believes the device will look like. Munster predicts that Apple's tablet will launch in early…
Concerns Over Mac Shipments Quashed
On Monday Piper Jaffray analyst Gene Munster issued a note to clients containing his concerns over Apple's Mac sales during its third fiscal quarter of 2009. Munster's note told clients that preliminary computer shipment data from NPD due Monday afternoon would be key to his…
Apple Takes a Bigger Bite of Imagination
Bloomberg has recently revealed that Apple has been steadily increasing its ownership interest in UK company Imagination Technologies, tripling its ownership interest from the end of 2008 to 9.5% at present. Imagination Technologies is a graphics manufacturer of products that are used in smartphone, including…
Analyst Pinpoints Post-WWDC iPhone Launch, or Not
Popular analyst for Piper Jaffray, Gene Munster, has speculated in a note to clients that Apple could be planning an event for the end of June or early-July. The event would mark the return of Steve Jobs and the launch of a new iPhone. The…
Analysts Up Apple Price Targets
Analyst Shaw Wu for Kaufman Brothers has increased his price target on Apple from $120 to $152 on Monday. In Wu's report the analyst argues that Apple is bucking the trend, up 45% since November compared to the NASDAQ at 20% and S&P500 up 7%…
Apple Shares Rise, Analyst Warns of Vulnerabilities
Prior to the market opening yesterday morning, analyst Shebly Seyrafi of Calyon Securities issued a research note to clients warning of circumstances for concern facing Apple. In particular Seyrafi attacked Apple's average selling price, "Apple's premium-pricing model is vulnerable in today's recessionary environment," he wrote…
Apple Snapping Up Supplies of Flash Memory
Apple has recently had massive leverage on the NAND memory market and has in the past caused issues for other manufactures wanting to use flash memory in their products. According to AppleInsider , Apple is once again causing supply issues across the industry of flash…
Apple Execs on Netbooks and iPhone Pricing
Bernstein Research analyst Toni Sacconaghi released a note to clients earlier this week describing a discussion he had with Apple COO and temporary CEO Tim Cook, CFO Peter Oppenheimer and VP of Worldwide Marketing Phil Schiller. In the note Sacconaghi wrote that Cook and Schiller…
Mac and iPod Sales Slump in January
New NPD data released earlier this week shows that Apple had a slow month in January. According to the data Mac unit sales were down 6% while iPod sales dropped 14% compared with January 2008. A followup report by Piper Jaffray’s Gene Munster this data…
Analyst Speculates on $99 iPhone
Despite Apple's Tim Cook recently downplaying rumours of an entry-level iPhone he Royal Bank of Canada is reiterating this week that Apple is readying an announcement of an entry-level model that lacks both 3G connectivity and an unlimited data plan. The research note from analyst…
Quad and Dual-Core iMacs Due "within a few weeks"
In an research note published to clients today Kaufman Brothers analyst Shaw Wu gave an update on the status of Apple's much anticipated iMac update. Last week Wu g ave some reasons according to his supply chain sources on why the iMac seems to be…
Investors and Analysts Weigh in on Steve Jobs Announcement
Following yesterdays shock announcement that Steve Jobs will take the bench at Apple for six months until the end of June due to health issues and be temporarily replaced by current COO Tim Cook, Apple's shares took a seven percent plunge but in early trading…
Analysts Sound Alarm Post Apple Announcement
Since Apple's announcement about the company no longer exhibiting at Macwold expo multiple analysts have weighed in their opinions. The announcement caused Apple's shares to drop almost 7% to $88.95 a share at midday on Wednesday trading. Yair Reiner of Opeenheimer & Co. was the…
Analyst Predicts Zero Product Releases from Apple at Macworld
Analyst David Bailey for investment bank Goldman Sachs removed Apple from its buy list for the first time in more than two years on Monday. The move came after the analyst believed Apple was not poised to release any new products at Macworld Expo San…
iPhone Shows Increase of Over 300 Points in Market Share
According to a new report from Gartner the iPhone has showed a 327.5 percent market share increase in worldwide smartphone sales for the third-quarter of 2008. Apple's iPhone grew it's market share from 3.4 percent in quarter 3 of 2007 to 12.9 in the same…