analysts Stories February 12

A whopping one-fifth of Apple’s Services revenue comes directly from Google, estimates Goldman Sachs, as analysts from the bank are calling for Apple to launch its own Amazon Prime like media service bundle.

The bank warns against Apple’s reliance on its rival for its services revenue as its venture into subscription Services is Apple latest long-term business strategy.

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analysts Stories October 28, 2015

apple-store-hangzhou-front2-jpg

While the market seemed largely unmoved by Apple’s announcement yesterday of a record year (and guidance suggesting that more records will be set), that’s because analysts had already predicted the numbers.

But roundups of analyst notes by Fortune and Business Insider show that almost all are rating the stock a buy. None of them rate AAPL a sell, and only two consider it neutral …  expand full story

analysts Stories October 22, 2015

iPhone 6, iPhone 6s Plus

We’ll learn on Tuesday just how many iPhones in total Apple sold last quarter, but before then we’re continuing to gauge analysts’ best educated guesses ahead of time. Just as it did with Apple Watch — although with a comical range in that case — Fortune has published an interesting roundup of iPhone sales predictions from analysts for the last and current quarters, respectively.

What we do know is that Apple sold 13 million iPhone 6s and 6s Plus models over the new models’ launch weekend late last month, although only sales completed during the first half of that weekend are included in the upcoming quarter being reported. What are the analysts saying about the rest of the last quarter? expand full story

analysts Stories August 19, 2015

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According to respected and generally reliable analyst Ming Chi-Kuo from KGI Securities, Apple’s long-awaited 12.9-inch iPad Pro will feature Force Touch stylus support—perhaps for something like an enhanced Pencil from Paper’s FiftyThree. Earlier this month, we detailed what to expect from Force Touch on iOS including support for an enhanced stylus paired with the larger iPad models.

He expects the larger tablet to go in to production between September and October and that the stylus will be able to take advantage of the new iPad’s Force Touch-enabled screen. It’s being imagined as a feature which could help users more easily navigate the larger display of the iPad Pro. KGI has predicted an optional Lightning-charging stylus sold alongside the larger-screened iPad since earlier this year.

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analysts Stories July 20, 2015

Watch_OS-time-travel

Since its launch, Apple Watch sales estimates have either shown it as doing incredibly well, or that it’s doomed to failure. Tim Cook hasn’t announced any figures yet, and may not even report them during tomorrow’s quarterly earnings call. But that won’t stop analysts guessing. If recent “estimates” are anything to go by, the financial wizards in charge of looking in to these numbers have no idea what’s going on. Estimates are all over the place… expand full story

Gene Munster predicts 3 million Apple Watch sales, thinks 2017 will be the device’s ‘breakout’ year

 

With earnings coming tomorrow, analysts are focusing on Apple Watch reception as it will be the first time Watch sales are included in Apple’s financial results. Apple won’t be reporting Apple Watch sales numbers but that doesn’t stop investors from guessing the figure. In a note, Gene Munster says that Apple has sold 3 million units in the quarter. This is slightly below KGI’s estimate which quoted 3.9 million Apple Watch device sales.

Munster says talks with investors have shown general disappointment and concern about the ‘long-term opportunity’ for the Apple Watch. In the short term, he believes supply constraints and lack of availability in Apple retail stores have limited early sales. Munster, however, remains confident that the Watch will ramp up in sales slowly with a ‘breakout year’ in 2017.

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