Apple is about more than just revenue, says Bernstein’s Toni Sacconaghi who points out to investor’s that the company’s margins are growing…
Tag: Toni Sacconaghi
Bernstein expects Apple to beat the Street consensus in June quarter
Despite ongoing macro and supply-chain headwinds, there’s a good chance Apple could report better-than-expected results for its fiscal…
Analyst estimates Apple TV+ has up to 40 million paying subscribers
Bernstein analyst Toni Sacconaghi has estimated that Apple TV+ currently has between 20 million and 40 million paying subscribers…
Apple could add $10 billion in annual revenue by selling more ads – analyst
Bernstein analyst Toni Sacconaghi estimates that Apple could add at least $10 billion in annual revenue by selling more ads…
Apple’s ability to boost profits with buybacks can continue for many years to come
Apple’s ongoing buyback program provides a relatively clear path to high single digit EPS growth or better for the next five years, assuming…
Apple’s App Tracking Transparency could provide multibillion-dollar lift to its own ad business
Apple could see a multibillion-dollar lift to its ad business from its adoption of App Tracking Transparency which offers users control…
Apple may be preparing a search engine to take on Google
Changes in Spotlight Search on iOS and iPadOS 14 beta, a significant update to its Applebot support page, and an increase in crawling…
Bloomberg: New Apple services off to a slow start in first year
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…
Analyst: Apple should buy DuckDuckGo search engine
In a new note to clients, Bernstein analyst Toni Sacconaghi suggests that Apple should buy DuckDuckGo, the search engine which he values at…
Apple earnings: ‘The worst is yet to come’ – analyst
Everybody expects Apple earnings for fiscal Q220 to be less than stellar. Applel reports after market close next Thursday, but the quarter after that…
Analyst who couldn’t find ‘missing’ iPhones claims Apple TV+ is ‘failing to resonate’
The “analyst” who couldn’t find Apple’s “missing” iPhones on his first try — is back for more, claiming that Apple TV+ is “failing to resonate.”
Why are so many skipping their free Apple TV+ trials?
Apple TV+ is available on the Apple TV app with a seven-day free trial for new subscribers. So why are so few taking advantage of free Apple TV+ trials?
Apple AirPods sales totaled $6 billion this year, could generate $15 billion in 2020
Apple sold $6 billion worth of AirPods this year and should sell more than double that next year, according to Toni Sacconaghi of Bernstein…
Apple will wring out $18 billion by upselling built-in storage to iPhone, iPad, and Mac users
Apple enjoys hefty double-digit gross margins on extra GB options of between 75 and 94 percent…
Analyst: Apple needs new services to succeed because existing ones will slow significantly
Apple Inc. needs to succeed with its new services offerings given that…
Apple analysts are bullish about rumored ‘Apple Prime’ media bundle
With iPhone sales slowing down, Apple could rely on its Services business more…
A look at past declines in Apple’s stock indicates this rout has further to go
Apple shares have lost more than quarter of their value in less than two months…
Analyst: Apple’s App Store ads could be a $2 billion business by 2020
Apple’s Search Ads appear at the top of App Store pages, marked by a blue tint and ‘Ad’ marker…
Apple’s buybacks accounted for 6% of AAPL volume last quarter
If Apple does indeed reach a market value of $1 trillion, the accomplishment may be all the more unique…
Bernstein analyst: Apple should stop selling iPhones
Most Apple Inc. analysts agree that 2018 will be all about the iPhone X for Apple…
Apple’s latest iPhone X production woes blamed on Romeo and Juliet
Apple Inc. has hit another production snag on its new iPhone X…
3 small announcements that hint at Apple’s big future
Apple’s annual Worldwide Developers Conference is generally the company’s blueprint…
Apple’s AR smartglasses – understanding the issues
By now, most Apple investors are well aware of the company’s interest in Augmented Reality…
Bernstein: Apple’s ‘smartglasses’ opportunity ‘could be enormous’
Smartglasses could potentially generate tens of billions of dollars in annual hardware sales for Apple…
Is Apple stock worth fighting the Fed?
The market is still anxiously awaiting word on a potential interest rate hike by the U.S. Federal Reserve…
Bernstein: Apple could be first to $1 trillion market value, propelled by services revenue – Cramer agrees
With consumers paying a monthly fee for their devices and services…
Tim Cook’s talk is cheap: Apple is much different now than it was under Steve Jobs
Actions speak louder than words…
Bernstein: Apple buybacks matter more than CEO Cook’s media appearances
Bernstein’s Toni Sacconaghi this morning weighs in on Apple CEO Tim Cook’s appearance a week ago on Jim Cramer…
Top-rated analyst: Apple’s iPhone business is healthy
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
I think its best days are behind it…
Analyst worries about Apple’s ability to top stellar success of iPhone 6/Plus
As Apple Inc. prepares to introduce its latest iPhones next week, the company’s biggest challenge is one of its making…
Analyst: DoubleLine’s Gundlach is right about Apple Inc.
A day after Gundlach said the tech giant…
NYT claims Apple has tough job trying to sell Apple Watch to ‘an uninterested public’ or something
For Apple, the hard part — making a smartwatch — is nearly over…
Bernstein: Apple iPhone 6 weekend sales may miss high expectations, but no worries
‘First weekend sales’ are principally a function of available supply rather than iPhone demand…
Bernstein hikes Apple price target to $700 on bigger iPhone, iWatch device
The potential for Appel to soon release a properly-sized iPhone…
Why Apple’s stock price could keep on climbing
The financial story at Apple is underappreciated…
Is iPhone demand faltering? We’ll find out today
Analysts have expressed both near-term and longer-term concerns over iPhone demand…
Bernstein: Apple stock unexciting near term; buy on pullbacks ahead of iPhone 6
One can buy any ‘pullback’ in the shares after the report…
Apple seen boosting buyback plan by $30 billion
Apple Inc. could boost its stock buyback plan when it reports results next week…
What’s the deal with Apple’s new Arizona sapphire plant?
Basically, Apple has paid $113 million for an empty factory and loaned GT $578 million…
All eyes on Apple next Tuesday; gross margins may be key metric
Apple’s (AAPL) shares have been getting slammed as Wall Street frets…
Dividends: Apple increasingly open to taking on debt to increase cash distributions to shareholders
So, where’s the dough?