Brian Marshall Stories April 24, 2014

Photo: USA Today

Photo: USA Today

Early overnight reports collated by Fortune unsurprisingly show analysts pleased by the higher-than-expected iPhone numbers, with five out of five rating the stock a buy, their price targets ranging from $75 to $252 above yesterday’s closing value. Apple reported iPhone sales of 43.7B against expectations of 38B, and revenue of $45.6B against the consensus estimate of $43.5B.

  • Katy Huberty, Morgen Stanley: Price target $630

  • Gene Munster, Piper Jaffray: Price target $640

  • Brian Marshall, ISI: Price target $600

  • Brian White, Cantor Fitzgerald: Price target $777

  • Peter Misek, Jefferies: Price target $625  …

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Brian Marshall Stories April 22, 2014

iphones

How much did your iPhone cost? If you said $199, $299 or even $399 you’re somewhere near $350 off. As some consciously forget, the carriers often shield the owner from the real total cost of the iPhone. That may not last.

iPhone sales could be hurt as carriers switch from so-called subsidized contracts, where customers pay only a fraction of the cost a new iPhone up-front, to deals where the true cost of the phone is more visible, argues a piece in the WSJ.

Many U.S. iPhone customers are not aware that the full cost of an iPhone ranges from $549 for a 16GB 5c to $849 for a 64GB 5s. The reason is that carriers have traditionally asked for only $0 to $200 up-front, hiding the balance of the cost in the monthly tariff. With carriers now switching to separate instalment costs for the phone, and the cost of upgrading every year or two more visible to consumers, analysts believe some will choose to upgrade less often …

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The best 4K & 5K displays for Mac

Brian Marshall Stories September 6, 2013

Analysts predicting record iPhone launch, China & Japan deals adding up to 38M extra sales

Analysts are predicting the the launch of the iPhone 5S and 5C will set new records for Apple with the company selling up to 13M handsets in the first nine days following the predicted availability date of 20th September. That’s close to double the 7M phones sold in the first nine days of the iPhone 5 launch.

The prediction is made by Pacific Crest analyst Andy Hargreaves, cited by AllThingsD:

For Hargreaves, that means fourth-quarter iPhone sales of 31 million iPhones. Of those, he figures 10 million will be the new models. That’s a big number considering the limited number of selling days left in the quarter, but Hargreaves feels it could go higher still — to 13 million, with some “extremely efficient supply chain management” … 

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