Analyst Reports — page 3
84 posts filed under Analyst Reports
Apple to Sell 5 Million iPhones in Q4?
Last week Piper Jaffray analyst Gene Munster set out his predictions for Apple's current fourth quarter which ends on September 30th. This week the analyst has raised his estimates, based on a report from NPD the analyst writes that he is "incrementally more confident" in…
Apple to Sell 2.9 Million Macs in Q4?
Gene Munster, analyst for Piper Jaffray is today noting that Apple could sell as many as 2.9 million Macs and 11 million iPods in the current quarter. In a note to clients Munster wrote, "that Apple will sell 2.8 to 2.9 million Macs and 11…
Steve Jobs' Appearance Taking Centre Stage [Updated]
After WWDC in June the subject of Steve Jobs' health was a highly discussed point ; at the time many believed that the Apple CEO was ill, causing detrimental effects on the stock price as well as investor confidence. The rumours of an ill Jobs…
Analyst Warns of "underwhelming" Apple Event
Despite next weeks Apple event being penned as "a very big deal" Shaw Wu has today warned clients that the September 9 event could be "underwhelming". In the same note the analyst for American Technology Research noted that MacBook Pro and MacBook refreshes are not…
Millions and millions of iPhones
When Apple announced that it expected to sell 10 million iPhones in 2008, some were doubtful, such as Bernstein analyst Toni Sacconaghi who projected that Apple could easily come 20% short of its goal. However, the general outlook has changed dramatically. Earlier this month, Piper…
Analyst: Apple to Sell 4.47 Million iPhones in September Quarter
Piper Jaffray analyst Gene Munster stated in a note to clients Wednesday that he has increased his estimate of the number of iPhones he expects Apple to sell worldwide in its 4th quarter, from 4.1 million to 4.47 million. In contrast, Apple sold only 1.12…
Rumours of September Event Stack Up
Last week analyst Gene Munster wrote a note to clients informing them that Apple would most likely hold a Special Event in September to refresh its iPod lines and MacBook and MacBook Pro notebooks. At the time the report was mainly pinned as speculative but…
Analyst Predicts September Special Event
This week Piper Jaffray analyst Gene Munster has sent a note to clients speculating on past years. The reports states that for the last three years Apple has held a Special Event in September and the analyst is predicting the same. Munster in particular expects…
Apple Notebook Price Drop?
AppleInsider is today reporting on a note sent by investment firm Piper Jaffray to clients based on Apple's outlook for the rest of 2008 and 2009. During yesterdays financial conference call Apple stated that it expects gross margins to be down from 34.8% to 31.5%…
Apple Becomes Third Largest U.S. PC Retailer
Over the last 24 hours two big names in research have released figures for the PC industry, one putting Apple in third place the other just behind. Gartner is reporting that Apple is sitting pretty at number three on the U.S. shipments chart shipping 8.5%…
Apple Ups Orders of iPhone 3G to 15 Million
According to Craig Berger analyst for FBR Capital Markets , Apple has revised both its third and fourth calendar quarter iPhone build numbers "significantly higher" to more than 15 million units. The company also placed orders for an additional 2 million 2G iPhones. "With about…
Jaffray Predicts Prepay iPhone at $600
Piper Jaffray analyst Gene Munster estimates that 53-percent of Apple's total addressable market for the iPhone 3G will be pre-paid customers. The analyst believes that these customers will likely wind up paying in excess of $600 for the iPhone 3G. The estimate assumes Apple charges…
AT&T Paying $325 on Every iPhone 3GSold?
Oppenheimer equity research analyst Yair Reiner has noted to clients this week that AT&T is paying Apple a $325 subsidy on each new iPhone 3G sold in the US. The analyst also adds that AT&T is paying Apple an added $100 for each new subscriber…
iPod touch Suffering Supply Shortages
Analyst Ben Reitzes of Lehman Brothers noted to clients this week that the 8GB iPod touch is currently showing a shipping delay of 1-2 days on orders made on the online Apple store. The analyst suggests that supplies are likely to be strained due to…
Looking Ahead to Apple's Q208 Results
Tomorrow Apple will announce its second quarter of fiscal 2008 earnings during a conference call. The webcast conference call will begin at 2:00pm PDT/5:00pm EDT/10.00pm BST on Wednesday April 22nd. Apple is expected to outperform the Street's expectations and is also expected to severely outperform…
Jaffray Sees iPhone Shortage as Update Sign
Senior Piper Jaffray analyst Gene Munster has taken the news that iPhone supplies are running dry around much of the country as a sure sign that an update is imminent. The analyst gave an 80-percent chance that an update was coming "earlier than anticipated," he…
3G iPhone Seen Pushing 45M Unit Sales in 2009, Sub-$300 iPhone
Piper Jaffray published a research note Monday predicting that the iPhone would split into a multi-tiered family of phones and that combined with the release of 3G units will see sales of 45 million in 2009. Within the 4-page report Senior Jaffray analyst Gene Munster…
Gartner Backtracks on 10m iPhone Figure
Following a report from a Gartner analyst last week the market research firm has now backtracked on the statement. The analyst Ken Dulaney claimed that Apple had placed an order for 10 million 3G iPhones, but now admits that the claim could be inaccurate. The…
3G iPhone Rumours Keep Rolling, June Launch On?
Though not the best source of information , co-founder of Digg Kevin Rose has offered what he claims is good intelligence of the upcoming 3G iPhone. The Digg head stated during an episode of Diggnation that the next generation iPhone will feature a front facing…
Apple's Marketshare Hits 14% for February 2008
According to data from NPD , Apple has reportedly accounted for 14-percent of all US-based PC retail sales in February 2008. This represents 60-percent unit growth and 67-percent revenue growth year-over-year. Mac notebook sales were up 64-percent year-over-year and Mac desktops up 55-percent. Sales of…