Analyst Articles on TUAW - The Unofficial Apple Weblog

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 ...

Samsung reportedly beats Apple in smartphone shipments

by Matt Tinsley (Oct 20th, 2011)

The Wall Street Journal is reporting that Samsung shipped more smartphones than Apple in the last quarter ending September 30. According to a person "familiar with the situation," Samsung shipped 20 million smartphones where as Apple shipped sold 17.1 million in its fourth fiscal quarter, which ...

Liveblog: Apple Q4 2011 earnings call

by Michael Rose (Oct 18th, 2011)

Thanks for joining us here for running commentary and analysis of Apple's Q4 2011 earnings announcement. We welcome your comments and questions, but please note that questions are moderated and will not necessarily appear in the liveblog content; also please note that TUAW cannot ask the ...

MacBook Air, Mac mini drive strong Q3 sales

by Kelly Hodgkins (Sep 13th, 2011)

The NPD group released its sales data for the current quarter and things are looking good for Apple. Mac sales are up 22% year-over-year due primarily to the release of OS X Lion and new MacBook Air and Mac Mini hardware in July. In a research note, Piper Jaffray analyst Gene Munster crunched ...

NPD suggests Apple had another record Mac quarter

by Mike Schramm (Jul 18th, 2011)

A new report from NPD says that Apple has probably done it again, racking up yet another quarter of record Mac sales. NPD puts the number of Macs sold at 4.2 million, which would be a year-over-year gain of 12%, and make for the best record Apple's Mac sales have ever had. US Mac sales in ...

What analysts think about Apple's iPhone sales

by Kelly Hodgkins (Jul 13th, 2011)

Apple is announcing its quarterly earnings on July 19 and analysts are prepping their sales estimates for the big day. Philip Elmer-Dewitt of Apple 2.0 compiled a handful of these projections which range from a high of 20.25 million from Nicolae Mihalache of Traderhood down to a low of 15 ...

Analyst ups AAPL on strong projected iPad, iPhone sales

by Kelly Hodgkins (Jul 8th, 2011)

Canaccord Genuity analyst T. Michael Walkley remains bullish on Apple pointing to strong iPhone and iPad sales in June. He's so confident in Apple that he boosted his iPhone sales estimate from 75.5 million million to 77.3 million in 2011. He also predicts Apple will sell a whopping 100.2 ...

Apple's back-to-school promo reportedly beating Microsoft 8 to 2

by Kelly Hodgkins (Jul 8th, 2011)

According to a report from Global Equities Research, more incoming college students are picking up an Apple computer than a Windows computer this year. Apple is not just edging out Microsoft either; Macs are beating out Windows machines at an impressive rate of 8 to 2. About 80% of incoming ...

Annual revenue per iOS user estimated at $150

by Kelly Hodgkins (Jul 1st, 2011)

We all know that Apple's iOS devices are popular. Surveys and analyst predictions place Apple at or near the top in the smartphone, tablet and media player market. That's great for headlines, but what does it mean for Apple's bottom line? Horace Dediu of Asymco did some fancy figuring and ...

Analyst suggests Apple to release two iPhone models this September

by Kelly Hodgkins (Jun 27th, 2011)

In a recent research note, Deutsche Bank analyst Chris Whitmore predicts Apple may unveil two iPhone models, an iPhone 4S and an iPhone 5, this fall. Whitmore argues that RIM and Nokia, two bastions of the mid-range mobile phone market, are struggling, and Apple could grab a huge chunk of their ...

iPhone 5 production to begin in August

by Kelly Hodgkins (Jun 27th, 2011)

Morgan Stanley analyst Katy Huberty claims Apple will begin production of the iPhone 5 in the second half of August and ramp up progressively through the rest of the year. Using information obtained from Taiwanese sources, Huberty also writes in a recent research note that the iPhone 5 will go ...