Recent Posts Tagged With 'iphone'

• My Comments on Bloomberg TV Interview with Apple Analyst

  Posted on Wednesday November 25th, 2009 at 01:20 in iphone, aapl

  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 AT&T agreement and begin offering the iPh...

• Apple Inc (AAPL): Current Valuation Still Reasonable

  Posted on Tuesday August 11th, 2009 at 17:43 in Valuation, iphone, mac, aapl, p e

  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-flow and non-GAAP earnings, AAPL trades at less than ...

• Apple Inc (AAPL): iPhone's Substantial Impact on Gross Margin

  Posted on Wednesday July 29th, 2009 at 05:00 in iphone, mac, aapl, margins

  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 guidance (which AAPL exceeded by 330 bps).Considering...

• Apple Inc (AAPL): Examining the Prospects of a Low-Cost iPhone

  Posted on Thursday March 5th, 2009 at 01:18 in iphone, aapl

  Apple Inc (nasd:AAPL) For some time, many have speculated about an arrival of a $99 iPhone. Some analysts expect a low-cost model with scaled back features, such as 2.5G instead of 3G, no GPS, and possibly a smaller form factor. While I believe a low...

• Apple's FY09 EPS Estimate Too Low

  Posted on Saturday January 10th, 2009 at 18:16 in ipod, iphone, mac, aapl, industry analysis, eps estimates

  Apple Inc (nasd: AAPL)- Apple’s FY09 EPS estimate continues to be revised downward and now stands at a $5.08, a level Apple should easily exceed. The consensus FY09 estimate represents a 5.2% decline from FY08 $5.36 EPS, although revenues are forec...

• Calculating Gross Margin for Apple's iPhone (4Q08)

  Posted on Monday November 17th, 2008 at 20:57 in iphone, dr, gaap, aapl, margins, cogs

  APPLE INC (nasd:AAPL) According to my calculations, deferred revenue booked from Q4 iPhone sales carries a 55.5% gross margin. Gross margin on the deferred revenue (DR) booked from the first generation model averages about 29%. The average gross marg...

• Analyzing Apple's iPod Business

  Posted on Thursday November 6th, 2008 at 23:34 in asp, ipod, iphone, aapl, industry analysis

  Apple Inc. (nasd:AAPL)- Slowing iPod sales growth has been one of the chief concerns among AAPL investors because the iPod has historically been a major contributor to Apple’s overall revenue growth. The concern stems from the belief that the PMP m...

• Taking an Alternative Perspective on Apple's iPod Growth

  Posted on Monday November 3rd, 2008 at 21:38 in ipod, iphone, aapl

  Apple Inc. (nasd:AAPL)- Analysts and the media have regularly cited slowing iPod sales as a major headwind for Apple shares. The iPod has been a major force in Apple’s total sales growth since it has been such a large percentage of Apple’s overal...

• Apple's FY09 Gross Margin Expectations Too Low

  Posted on Tuesday October 28th, 2008 at 21:13 in iphone, aapl

  Apple Inc (nasd: AAPL) - Apple’s FY09 gross margin should well-exceed management’s guidance of 30%. There are multiple factors that will support FY09 gross margins. 1) As iPhone’s revenue contribution to total company sales increases, overall g...

• Apple to Surpass its iPhone Sales Goal of 10M in CY08

  Posted on Monday October 6th, 2008 at 04:03 in iphone, aapl

  This article was a collaborative effort with: Andy Zaky  from Bullish Cross Based on the tremendous efforts by members at Mac Observer’s AFB to track IMEI iPhone numbers, Apple has drastically surpassed analyst’ Q4 iPhone sales estimates, and...