analyst Stories January 25, 2016

AAPL: 99.44

-1.98

Apple is set to release its FY16 Q1 report tomorrow, and today Fortune has released their results of an analyst survey conducted ahead of Apple’s upcoming announcements. Fortune indicates that Apple may actually report the “most profitable quarter in the history of capitalism”, but investors are more concerned with the iPhone’s trajectory numbers as to indicate what may happen in the coming quarter.

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analyst Stories April 26, 2015

KGI’s Ming-Chi Kuo, one of the few analysts we feel credible, has his Apple numbers ready for Q1 2015. The analyst projects iPhone, iPad, and Mac shipments to be 58.2 million, 10.1 million, and 4.5 million respectively. He also estimates that Apple Watch shipments are currently at 631,000 units.

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The best 4K & 5K displays for Mac

analyst Stories March 3, 2015

Analyst Gene Munster guesses Watch pricing, thinks only 10,000 Editions will be sold in the first year

Analyst Gene Muster, from Piper Jaffray, has today posted a report with his predictions about Apple Watch pricing. Munster believes that Apple will improve overall margins through the sale of bands. This makes a lot of sense, especially considering Apple Retail SVP Angela Ahrendts is calling out ‘accessories’ as a key area for retail in the coming months.

analyst Stories April 14, 2014

Unlikely scenario: Analyst Peter Misek says Apple wants to raise iPhone 6 prices by as much as $100

Analyst Peter Misek, via StreetInsider, is saying that Apple is looking to raise iPhone 6 prices by as much as $100. Misek claims that Apple has been actively negotiating the increase with carrier partners.

analyst Stories November 12, 2013

apple_tv_standing Ever since hearing that Steve Jobs had “cracked” the TV industry, Apple fans have been waiting for the day the company would release an actual television set. For now, Apple has given us the Apple TV set-top box, but some analysts now believe that Apple is gearing up to deliver an actual television in the next few years. Ming-Chi Kuo today noted that an updated Apple TV box running on Apple’s new A7 processor is expected in 2014, with an actual television set to follow in 2015 or 2016. The prediction also includes a warning that Apple TV sales will be limited unless Apple can find a way to integrate new TV services and content.

We expect Apple to launch a new version of the Apple TV with an A7 processor in 2014, and we forecast 2014 shipments to total 8.2mn units. Shipment growth will be limited unless Apple is able to integrate more TV content, services and its App Store, in our view. We believe the slowdown in Apple TV shipments suggests Apple faces challenges in integrating TV content and services. If Apple wants to launch iTV, the challenges of integrating content and service are more difficult considering the different TV content ecosystems (e.g. cable operators) in various countries. Moreover, establishing an iTV supply chain is very costly. Thus we believe iTV launch will be delayed to end-2015 or early 2016 at the earliest.

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analyst Stories October 11, 2013

KGI’s Mingchi Kuo, an analyst with a solid track-record, and the man who came closest (almost) to calling opening weekend sales of the iPhone, now believes Apple shipped ‘just’ 11.4M iPhone 5c handsets in September, rather than the 17M he had earlier forecast, reports Business Insider.

Kuo is now estimating Apple shipped 11.4 million 5Cs in the September quarter, a 33% drop from his original estimate. He also says he expects 5C sales to be just 10.4 million units for the December quarter, a 10% sequential drop.

This makes some sense of the rampant discounting seen on the 5C (which actually started at Walmart before launch), but doesn’t necessarily mean that iPhone sales as a whole are down …  expand full story

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