Analyst Articles on TUAW - The Unofficial Apple Weblog

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 ...

Tim Cook: Tablets will outsell PCs (no kidding)

by Mike Schramm (Jun 2nd, 2011)

Goldman Sachs analyst Bill Shope has been talking to Apple's higher-ups lately according to BI (including COO Tim Cook), and that they're extremely bullish on iOS devices, even more so than they've been in the past. That's hardly surprising -- not only would you expect Apple executives to be ...

Four Android myths lazy analysts love

by Chris Rawson (Apr 27th, 2011)

The more I read about the tech sector, the more it becomes clear that "analyst" is synonymous with "stand-up philosopher," which Mel Brooks fans will know is the same thing as an artist who works in a decidedly unsavory medium. This is never more clear than when an outlet like Nielsen releases ...

White model to boost iPhone sales in upcoming quarter

by Kelly Hodgkins (Apr 26th, 2011)

Multiple rumors suggest Apple is gearing up to finally launch the white iPhone 4 later this week. While many are weary of these constant rumors, Ticonderoga securities analyst Brian White believes Apple fans and stockholders should be happy that the handset may be ready for its long-awaited ...

Verizon iPhone selling faster than the HTC Thunderbolt

by Kelly Hodgkins (Apr 21st, 2011)

Earlier this month, a research report from BTIG analyst Walter Piecyk concluded that the HTC Thunderbolt was outselling the Verizon iPhone. This report was based on anecdotal evidence gathered from sales employees and their impressions of which handset was selling faster. Needless to say, the ...

Analysts release their Q2 2011 earnings estimates

by Kelly Hodgkins (Apr 18th, 2011)

Apple will announce its quarterly earnings after the bell closes on Wednesday, April 20. The Cupertino company will unveil sales figures for the newly launched iPad 2 and possibly the Verizon iPhone. Long lines and delayed ship times indicate the iPad 2 is selling well, but early estimates ...

Apple keeping iPhone 5 suppliers mum about launch date

by Kelly Hodgkins (Apr 8th, 2011)

In a research note, Analyst Brian White with Ticonderoga Securities suggests Apple is being extra secretive with its Asian suppliers when ordering parts for the iPhone 5 and is still quietly preparing the next generation handset for a June or July launch. White writes, "Although we do not have ...

MacBook Air projected to earn $2.2 billion per year

by Kelly Hodgkins (Apr 4th, 2011)

Analyst Mark Moskowitz with J.P. Morgan predicts the MacBook Air will be a $2.2 billion cash cow for Apple in 2011. The MacBook Air exploded onto the scene in late 2010 with a smaller form factor and a reasonable base price. Moskowitz notes that Apple sold 420,000 units in the last few months ...

HTC ThunderBolt vs. Verizon iPhone sales tales based on anecdotal evidence

by Chris Ward (Apr 3rd, 2011)

There's an old joke that goes, "Why don't analysts look out of the window in the mornings? So they'll have something to do in the afternoon." Turns out, that's wrong -- they actually spend their mornings on the phone calling every Verizon store they can find (registration required). OK, full ...

Forbes: China growth will propel AAPL shares to $547 in the next nine months

by Michael Grothaus (Apr 1st, 2011)

Eric Jackson at Forbes has written a piece with some astounding numbers about Apple's business in China. Most impressively, Jackson thinks that because of Apple's China business, Apple shares will hit $547 per share by January 2012, which is only nine months away. That's an impressive upswing ...

70 percent of iPad 2 buyers are new customers

by Kelly Hodgkins (Mar 14th, 2011)

Did you buy an iPad 2 at launch? Is this your first iPad? If you answered yes to both those questions, then you are similar to most people buying the iPad 2 according to Piper Jaffray analysts. Results from an informal survey of 236 people waiting in line suggests 70 percent of those customers ...

Up to 20% of iPad owners expected to upgrade

by Dana Franklin (Mar 11th, 2011)

Mike Abramsky, a technology analyst for RBC Capital Markets, predicts up to 20% of the original iPad's buyers will upgrade to the iPad 2 over the next 12 months. But Abramsky suggests the number of customers upgrading to iPad 2 will be eclipsed by buyers new to the platform. With over 15 million ...

iPad 2 success will burst the bubble for competing tablet manufacturers

by Kelly Hodgkins (Mar 9th, 2011)

Analyst Mark Moskowitz of J.P. Morgan Research predicts the success of the iPad 2 will cause oversupply problems for competing tablet manufacturers. Moskowitz claims manufacturers looking to compete with the iPad 2 have extremely ambitious build plans that will hurt them in the long ...