Analyst Articles on TUAW - The Unofficial Apple Weblog

Fortune: Apple may see first quarter of negative income growth since 2003

by Kelly Hodgkins (Mar 26th, 2013)

Apple investors may want to brace themselves for an onslaught of negative headlines when Apple reports its Q2 2013 earnings in the coming month. According to Philip Elmer-DeWitt of Fortune's Apple 2.0 blog, Apple is expected to report its first year-over-year decline in income in 10 years. Much ...

Apple suppliers had a very tough February

by Mike Schramm (Mar 11th, 2013)

February is usually not a great month for the companies that supply Apple with its iOS and Mac device parts (Chinese New Year usually falls right in that month, and production in China always take a big downturn as people celebrate there). But this particular past February was especially bad, ...

Apple sees huge growth in India, but trails behind competitors

by Matt Tinsley (Feb 8th, 2013)

TechCrunch reports that Apple has seen a huge gain in sales in India -- up to 400 percent -- in July through September 2012, but still has a long way to go compared to its competitors in the region. According to the research firm IDC (based on figures collated from that time period), Apple ...

Fortune ranks the Apple analysts

by Mike Wehner (Jan 24th, 2013)

After Apple's earnings call yesterday the company's stock took a sizable hit. This, of course, was due in large part to the company underperforming analysts' revenue expectations. But rather than rail on Apple, Fortune argues that Wall Street's Apple analysts performed worse than the company ...

Analyst: Apple top stock pick of 2013 despite setbacks

by Randy Nelson (Jan 2nd, 2013)

Topeka Capital Markets financial analyst Brian White has weighed in on Apple's 2013 outlook and sees a bright future for the tech giant despite a slight stumble as 2012 entered the record books. According to Apple Insider, White named Apple his firm's top stock pick for the coming year, ...

iPhone projected to gain market share over next 4 years, but remain in 2nd place

by Mike Wehner (Dec 4th, 2012)

A lot of things can change in just a year in the world of mobile communications, so predicting where the major smartphone platforms will be four years down the road is tricky. Nevertheless, BGR reports that the International Data Corporation has made its official predictions for how smartphone ...

Sprint's share of iPhone sales at big box stores double that at Apple retailers

by Mike Schramm (Jun 26th, 2012)

A new study by CIRP shows that even though Sprint is finally carrying the iPhone in the U.S., it might have come a little too late to the party. According to the study, Sprint is selling twice as many iPhones at big box retail stores like Best Buy than it's selling at Apple Stores. That's ...

Report: iPhone 4S sales slowing in developing market

by Kelly Hodgkins (Apr 19th, 2012)

Analyst T. Michael Walkley of Canaccord Genuity told investors in a Thursday research note that iPhone 4S sales are slowing in "certain developed markets," according to a report by AppleInsider. Some of this slowdown can be attributed to a fresh crop of dual-core and quad-core Android phones ...

Apple stock soars, market value close to entire retail sector

by Kelly Hodgkins (Mar 14th, 2012)

If you haven't noticed, Apple's stock was soaring today. It closed at US$589.58, another all-time high, and is up +21.48 for the day. As financial analysts pour over these numbers, they are discovering some amazing trivia about this off-the-charts growth. Morgan Stanley's Katy Huberty may have ...

JP Morgan: Apple is a sector unto itself

by Mike Schramm (Feb 25th, 2012)

JP Morgan's hardware analyst Mark Moskowitz has laid bare exactly how huge Apple has become lately, calling the company an actual "sector," not just a company any more. Of course, on paper, Apple is competing with other computer and device manufacturers like Dell and Samsung, but the numbers just ...

Piper Jaffray: iTunes Match likely breaking even for Apple

by Mike Schramm (Dec 9th, 2011)

Gene Munster of Piper Jaffray believes that for all of Apple's success with iTunes Match so far, the company is probably still only breaking even on the service. Sure, $24.99 a year from all of the service's users is a lot of money flowing in, but there's a lot going the other way as well, from ...

Goldman Sachs sees iPad demand slowing

by Mike Schramm (Nov 16th, 2011)

Almost two years after the iPad launch, Goldman Sachs reports that demand is slowing down, just as the holiday shopping season begins. "While improving holiday demand into late November could certainly push the momentum in the other direction, we believe it is prudent to assume the iPad is ...

Analyst suggests iCloud's services as important as iTunes

by Mike Schramm (Nov 9th, 2011)

Analyst Ben Reitzes of Barclays Capital has released a report declaring iCloud as the most important service Apple has put together since iTunes. iTunes revolutionized the way people buy music and content online; Reitzes suggests that iCloud will be a similar revolution that transitions the ...

iPhone 4S demand persists, stores drain stock daily

by Kelly Hodgkins (Nov 7th, 2011)

The iPhone 4S is flying off the shelves in the US and abroad. An inventory check of 30 Apple retail stores by Deutsche Bank analyst Chris Whitmore suggests stores are selling their entire stock of handsets as soon as they hit the loading dock. Between 85 of stores surveyed run out of inventory ...

Apple's earnings "miss" more an issue with overzealous analysts

by Kelly Hodgkins (Oct 20th, 2011)

Apple reported its quarterly earnings earlier this week, and the results were lower than many Wall Street watchers expected (even though Apple beat its own revenue guidance by more than 12%). This miss was widely reported and Apple's stock took a hit -- AAPL dropped from above 420 before the ...