Apple’s Worldwide Developers Conference focuses on catching up and differentiation
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Apple beats on earnings; iPhone sales of 52.2 million slightly below consensus of 52.3 million units
It wasn't a big beat and iPhone sales weren't wildly above consensus, but such was the fear and skepticism surrounding Apple (AAPL) that shares rose 3.61% in trading after the earnings announcement. The company reported earnings of $2.73 a share, five cents a share...
Saturday Night Quarterback says (Apple), For the week ahead (Apple) expect…
Apple (AAPL) will set the tone for the market in the early part of the week. But then with Apple earning and revenue worries out of the way, will stocks, especially technology stocks, be “freer” to respond to their own reports?
Apple is scheduled to report fiscal second quarter (March quarter) earnings after the market close on Tuesday, May 1. Wall Street is expecting earnings of $2.68 a share and revenue of $61.02 billion for the quarter–and bracing for disappointment.
Siri hire from Google latest sign of Apple’s new aggressiveness
Yesterday Apple (AAPL) announced that it had hired John Giannandrea, the architect behind Google Assistant, to take its Siri digital assistant from disappointing to amazing again. (Or at least to make it a credible challenger to Amazon's Alexa and Google Assistant.)...
Notes You Need for January 29: AAPL, MCD, savings rate, SQM, TSLA, PYPL, EU trade war,
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A typical entry would resemble this from today: “10:20 a.m.: Apple (AAPL) shares down 2% this morning on news reports out of Japan that the company will lower iPhone X production volume by 50% in the first quarter of calendar 2018. The stories see that Apple has notified suppliers that it will cut production for January-March quarter to 20 million units for the iPhone X instead of the 40 million units projected at the phone’s November release. Apple reports earnings after the market close on Wednesday, February 1.”
Apple gets a two-pronged roasting and the stock stumbles
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Apple to buy Shazam: Now that’s one great move
Today Apple (AAPL) announced that it would buy Shazam for a price that Recode estimates is around $400 million. How do I like this deal? Let me count the ways. (Apple is a member of my long-term 50 Stocks portfolio.) First, in acquiring Shazam, Apple will get a huge...
Apple’s supplies of iPhoneX to be extremely limited at November launch, sales getting pushed into 2018?
Best explanation I've seen so far of the details of Apple's (AAPL) problems with the iPhoneX comes from KGI Securities analyst Ming-Chi Kuo. That report was summarized on MacRumors.com last night. According to the KGI report, the biggest hurdle has likely been the...
Wall Street starts to pick at the new iPhones–and at Apple shares
Wall Street has started to pick at the details of Apple’s (AAPL) September 12 iPhone event. And it’s not liking all the details on second (or third) look. Apple’s shares finished down 0.86% today, September 14. Apple has closed lower in all three trading sessions since the product announcement. Not massively but still…
How will Apple’s new iPhone match up with the competition from Samsung’s Note 8? Here’s what we know
Back on August 24 I wrote a post rating the snazz of the new Note 8, the top of the line smartphone that Samsung had just introduced. The Note 8, I wrote, set the bar for the high end of the smartphone market that Apple’s new phone would have to jump at its introduction this fall.
Now obviously we know a lot about the Note 8. The phone is in the hands of tech journalists (and soon consumers) who can try out and describe actual features of the phone. Nobody has put his or her hands on an iPhone 8 yet. But that doesn’t mean that we don’t know anything about that phone.
Samsung introduces Note 8–this is the bar that new iPhone will have to jump
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