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Estimating 2Q 2012 US Smartphone Sales 7 Aug 2012 | 03:27 am
Last week, Strategy Analytics published its estimates for 2Q12 US smartphone shipments; however, they can't been seen as reliable due to a number of problems. Whenever I read research or an article, o...
Warranty Expense Crimps Apple's Margins in 4Q10 29 Oct 2010 | 03:31 am
Apple Inc (nasd:AAPL) reported a 36.9% gross margin for Q4 2010 which ended in September. This caused worry among investors especially since management stated on the earnings conference call that the ...
FA Estimates for Apple (AAPL) Q1 2010 26 Jan 2010 | 07:32 am
Apple Inc. (nasd:AAPL)- Apple reports Q1 2010 results after the bell today, January 25th. Below are my expected numbers: Tailwinds Q1 2010: 1) Improving economic environment and consumer spending. ...
FA Estimates for Apple (AAPL) Q1 2010 26 Jan 2010 | 02:32 am
Apple Inc. (nasd:AAPL)- Apple reports Q1 2010 results after the bell today, January 25th. Below are my expected numbers: Tailwinds Q1 2010: 1) Improving economic environment and consumer spending. ...
My Comments on Bloomberg TV Interview with Apple Analyst 25 Nov 2009 | 07:56 am
Broadpoint AmTech analyst Brian Marshall recently appeared on Bloomberg TV to discuss Apple’s iPhone exclusivity agreement with AT&T. Marshall believes that Apple should move away from its exclusive A...
Apple Inc (AAPL): Weaker Dollar Will Benefit Revenue Growth and Margins 4 Nov 2009 | 02:45 am
Apple Inc. (nasd:AAPL) Rising gross margins stemming from increased recognition of deferred iPhone revenue has been a key factor in propelling Apple’s share price and EPS. I believe the next major tai...
Apple Inc (AAPL): Q4 2009 Estimates 20 Oct 2009 | 02:48 am
Apple (nasd:AAPL) reports its Q4 2009 results on Monday, October 19th. I am expecting revenue to increase 19% (Y/Y) to $9.374B and EPS to increase 25% to $1.57. I expect gross margin to rise sequenti...
Apple Inc (AAPL): Current Valuation Still Reasonable 14 Aug 2009 | 10:20 am
Apple Inc. (nasd:AAPL) $162.83- Despite Apple shares rising more than 100% from its 2009 low of $78, the stock still appears to be attractively valued especially as a long-term holding. Using cash-flo...
Apple Inc (AAPL): Current Valuation Still Reasonable 12 Aug 2009 | 10:43 am
Apple Inc. (nasd:AAPL) $162.83- Despite Apple shares rising more than 100% from its 2009 low of $78, the stock still appears to be attractively valued especially as a long-term holding. Using cash-flo...
Apple Inc (AAPL): iPhone's Substantial Impact on Gross Margin 30 Jul 2009 | 05:41 am
Margins held steady Q/Q at 36.3% (down 10 bps) versus expectation of ~200 bps of margin contraction due to mounting headwinds. Management issued Q4 GM guidance of 34%, 100 bps higher than Q3 33% GM g...
