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Apple’s 13-million iPhone weekend: What the analysts said (updated)
Gene Munster, Piper Jaffray: Opening Weekend iPhone Sales At High End Of Our Expectations. Apple announced this morning that opening weekend iPhone 6S and 6S Plus sales were “more than 13 million...
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Goldman Sachs just fired 20 analysts for cheating on tests
Goldman Sachs GS is letting 20 analysts go after finding out they had cheated on internal training tests, Bloomberg reports. The analysts had worked in the securities divisions in various global...
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How many watches did Apple sell last quarter?
"We are not announcing the numbers," Tim Cook said, not for the first time, at a Wall Street Journal conference Monday night. "This is competitive information. I don't want to help the competition. We...
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How many iPhones did Apple sell last quarter?
iPhone sales will be one of the headlines next week when Apple reports its earnings for the fourth and final quarter of fiscal 2015. For Apple, the iPhone is the big one, the device that generated more...
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Apple Earnings Smackdown, fiscal Q4 2015 edition
With the world's most valuable company--and the hedge funds' favorite punching bag--set to report earnings after the markets close today, the eyes of Wall Street are once again on Apple. The stock is...
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Apple’s record fourth quarter: What the analysts are saying (updated)
Here are excerpts from the notes we’ve seen. Anil Doradla, Blair. Not a Blowout Quarter but Clearly Moving in the Right Direction. While Apple's AAPL September-quarter results did not blow out Street...
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Does the bear case against Apple make any sense at all?
At least three dozen Apple analysts have told their clients to expect the company’s shares to be worth more a year from now than they are today. (See spreadsheet, below). The Street’s average 12-month...
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Morgan Stanley predicts a less than jolly Christmas for retailers
Morgan Stanley analysts say retailers could see coal in their holiday cash registers this year. Analysts at the Wall Street firm led by Kimberly Greenberger say that while consumers may have more money...
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Apple Supply Chain Cuts: What the Analysts Are Saying
Over the past week, I’ve seen several reports about iPhone component makers cutting their production. (Whether they also make components for other manufacturers’ smartphones is unclear.) Where there’s...
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About Those Rumors of Apple Supply Chain Cuts
As often happens in the anxious weeks before the end of Apple’s big holiday quarter, talk on the Street has turned to the company’s Asian supply chain. Component orders for the iPhone 6S and 6S Plus...
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Why Apple Finished 2015 on a Sour Note
This is the last day of Apple’s first fiscal quarter of 2016. By all the measures that should matter to Wall Street--rate of growth, free cash flow, price to earnings, share of profit, etc.--Apple had...
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What the Apple Analysts Who Cut Their Targets Are Saying
More bad news from Asian smartphone supply chains has triggered two rounds of cuts in Wall Street’s price targets for Apple, one in December and another this week. Below: Excerpts from the sell-side...
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Why So Much Apple Commentary Is So Clueless
It’s painful to read much of what passes for business reporting about Apple these days. The combination of high page-click value and low barrier-to-entry has reduced online journalism to headlines like...
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Apple Analysts Knock the Stuffing Out of March iPhone Sales Estimates
Two weeks from today, Apple will announce how many iPhones the company sold in the December quarter--the biggest quarter of the year for the company’s most important product (66% of fiscal 2015...
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How Many iPhones Did Apple Sell Last Quarter?
A funny thing happened on the way to the so-called “tough comp”--the challenge Apple was expected to face improving on the record set in the last three months of 2014 by runaway sales of the iPhone 6....
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How Many Watches Did Apple Sell Last Quarter?
Tim Cook hasn’t done Wall Street any favors by holding quarterly Apple Watch sales numbers so close to his chest. Apple’s CEO has explained several times that he’s not announcing them in order to keep...
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Apple Analysts Scramble Ahead of Next Week’s Earnings Report
The analysts’ notes that have crossed my desk over the past 10 days fall into two piles. In one are reports from Apple specialists still reacting to the red flags coming from the company’s iPhone...
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Wall Street Expects Apple to Narrowly Beat Its Q1 Guidance
In the bad old days, when Steve Jobs was still blowing smoke up Wall Street’s skirts, the forward-looking statements that Apple gave analysts were an industry joke. Everybody knew that Jobs was...
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Apple Earnings Smackdown: Fiscal Q1 2016 Edition
With the world's most valuable company--and the hedge funds' favorite punching bag--set to report earnings after the markets close today, the eyes of Wall Street are once again on Apple. As of Monday’s...
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Apple’s Slow-Growth Quarter: What the Analysts Are Saying — Updated
As expected, the sell-side analysts skipped by Apple’s record-breaking results for the December quarter--the most profitable in the history of free-market capitalism--and focused instead on the...
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