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Tag: Sanford C. Bernstein

BMW seen as ideal match for Apple as vehicle manufacturing partner

Thursday, February 25, 2021 11:01 amThursday, February 25, 202112 Comments

BMW could make for an ideal match for “Apple Car” assembly that would pair Apple’s Project Titan project with BMW’s leading innovation…

Bloomberg: New Apple services off to a slow start in first year

Tuesday, July 28, 2020 11:46 am10 Comments

Bloomberg News’ Mark Gurman writes today that Apple’s new services – Apple TV+, Apple Arcade, Apple News+, and Apple Card — are off to a slow start…

Apple’s buybacks accounted for 6% of AAPL volume last quarter

Monday, June 11, 2018 11:01 amMonday, June 11, 20185 Comments

If Apple does indeed reach a market value of $1 trillion, the accomplishment may be all the more unique…

3 small announcements that hint at Apple’s big future

Friday, September 15, 2017 12:02 pmFriday, September 15, 20173 Comments

Apple’s annual Worldwide Developers Conference is generally the company’s blueprint…

Apple’s AR smartglasses – understanding the issues

Tuesday, August 29, 2017 4:50 pmTuesday, August 29, 20174 Comments

By now, most Apple investors are well aware of the company’s interest in Augmented Reality…

Bernstein: Apple’s ‘smartglasses’ opportunity ‘could be enormous’

Friday, August 25, 2017 10:27 amTuesday, August 29, 20176 Comments

Smartglasses could potentially generate tens of billions of dollars in annual hardware sales for Apple…

Bernstein: Google to pay Apple $3 billion this year to remain the default search engine on iPhones and iPads

Monday, August 14, 2017 10:36 am20 Comments

Google is paying Apple billions of dollars to remain the default search engine on iPhones…

The real reasons Apple’s iPhone 7/Plus ended up with an Intel chip inside

Tuesday, September 13, 2016 12:02 pmTuesday, September 13, 201618 Comments

By October 2015, Intel had at least a 1,000 people working on this failure-not-an-option project…

Intel supplying wireless chips in some Apple iPhone 7 models

Friday, September 9, 2016 3:31 pmFriday, September 9, 201612 Comments

Apple Inc. is using wireless chips from Intel Corp. in some models of the new iPhone 7…

Intel may have started shipping XMM 7360 to Apple

Friday, July 22, 2016 2:14 pm6 Comments

It has been rumored for quite some time that microprocessor giant Intel is set to provide its XMM 7360 modems…

Analyst: Intel beats Qualcomm to supply 50% of Apple iPhone 7 units

Monday, July 11, 2016 12:57 pmMonday, July 11, 20161 Comment

No. 1 chipmaker Intel could supply more than half of the Apple iPhone 7…

Some versions of Apple’s iPhone 7 will use Intel chips; Intel gets first mobile win

Friday, June 10, 2016 3:57 pmFriday, June 10, 20167 Comments

For the iPhone used on AT&T Inc.’s U.S. network and some other versions of the smartphone for overseas markets, Apple will use Intel…

Real world iPhone 6s adoption data contradicts Apple analysts’ so-called ‘supplier channel checks’

Thursday, January 7, 2016 9:58 pm17 Comments

The product mix of iPhone models in Apple’s real world installed base of users shows smooth adoption of iPhone 6s models and no evidence of a decline in demand…

Top-rated analyst: Apple’s iPhone business is healthy

Thursday, January 7, 2016 5:20 pm14 Comments

The top rated tech analyst said first-time smart phone users will drive iPhone sales…

Analyst: I think Apple’s best days are behind it

Tuesday, October 27, 2015 3:03 pmTuesday, October 27, 201530 Comments

I think its best days are behind it…

NYT claims Apple has tough job trying to sell Apple Watch to ‘an uninterested public’ or something

Saturday, February 28, 2015 11:44 amSaturday, February 28, 201544 Comments

For Apple, the hard part — making a smartwatch — is nearly over…

Why Apple’s stock price could keep on climbing

Saturday, April 26, 2014 2:01 pm16 Comments

The financial story at Apple is underappreciated…

Is iPhone demand faltering? We’ll find out today

Wednesday, April 23, 2014 9:25 amWednesday, April 23, 201415 Comments

Analysts have expressed both near-term and longer-term concerns over iPhone demand…

Apple shows China the respect it deserves

Thursday, September 5, 2013 1:32 pmThursday, September 5, 201312 Comments

Apple’s priorities lie in the East…

Samsung is about to experience the ‘Apple tsunami’

Wednesday, July 10, 2013 2:31 pmWednesday, July 10, 201338 Comments

According to a new report from Asia today…

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