Schwarz: 6 reasons why Apple’s iPhone sales will surprise analysts

“Apple (AAPL) analysts are basically all in agreement that this quarter and next warrant a downgrade when it comes to iPhone sales. The projected iPhone sales slowdown ahead of the iPhone 5 release was mentioned three more times this week, and analysts continue to cite the supply chain as evidence for their conclusions,” Jason Schwarz writes for Seeking Alpha.

“After reading a number of pessimistic iPhone reports, I think it’s time to introduce six mandatory variables for analysts to consider before they release misleading information to the public,” Schwarz writes. “Focusing on one sliver of the story while dismissing the rest is irresponsible. It’s time to ban alleged Chinese supply chain insight from iPhone forecasts. It was misleading last quarter, the quarter before that, and the quarter before that.”

Schwarz writes, “The following list contains six mandatory variables that analysts must consider before coming up with an iPhone forecast.”

1. Enterprise transition
2. Growth in China
3. Replacement cycle
4. New users
5. Impact of staggered global launches
6. Brazil

Schwarz writes, “The iPhone doesn’t have a problem, but the analysts do.”

Read more in the full article here.

[Thanks to MacDailyNews Readers “Fred Mertz,” “Dan K.,” and “Carl H.” for the heads up.]


  1. I don’t know why they are called professional analysts. they are really professional Market Manipulators plain and simple. Whoever listens to them will get what they deserve.

  2. Analysts are NOT failing. It’s their job to suppress AAPL prices before quarterly earnings. It’s their quick way to 30% gains after their forecasts are blown away. These guys know what they are doing, and they are going to keep on doing it as long as they can play this game with AAPL stock.

  3. Where I work (10,000 ).. They are deploying iPhones and iPads. This is a place that didn’t allow macs on the network a year ago. It’s a big deal and demonstrates apples ability to make a consumer OS enterprise ready without being locked into enterprise (VPN, exchange, Citrix..)

  4. If you paint an idiot a different color, he’s still an idiot. The financial markets are nothing but legalized gambling – period! Expecting someone to invest (gamble) your money based on ANY level of rumors, theories or calculated trends, is the absolute same as getting advice from a stranger at the roulette table telling your that 33-black hasn’t “hit” in the past hour.

    The only way to make any money, is by doing what the casinos do; take people’s money for placing the bet, that way you get paid either way.

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