Analyst

Analyst guesstimates the Galaxy S III outsold the iPhone 4S in the US

Christian Zibreg ∙ September 4, 2012

Citing "channel checks", one analyst estimated that Samsung's three-month-old Galaxy S III smartphone has manage to outsell Apple's iPhone 4S in the United States during the month of August. Take it with a grain of salt as Apple doesn't break down iPhone numbers by model and Samsung stopped reporting phone and tablet sales for competitive reasons a year ago.

If true, this isn't terribly surprising given that the iPhone 4S is now almost a year old and especially knowing folks have been withholding their purchases in anticipation of the next iPhone...

LTE iPhone could be a game changer, especially for Verizon

Ed Sutherland ∙ Updated November 19, 2018

If you're looking to handicap which iPhone carrier is ahead in the LTE horse race, one Wall Street analyst points to Verizon and Sprint as the big winner and loser. Indeed, an LTE-enabled iPhone 5 would "change everything," making it "the biggest consumer product launch ever."

Jeffries & Co.'s analyst Thomas Seitz Thursday advised investors to buy Verizon shares, hold onto AT&T and sell Sprint-Nextel. Verizon now has 230 million LTE POPs -- more than all other US carriers combined. As a result, Seitz sees "a share shift towards Verizon, primarily at AT&T's expense."

After speaking with Apple execs, analyst says no TV anytime soon

Cody Lee ∙ Updated April 18, 2016

Even after The Wall Street Journal reported that Apple is working with cable providers on a digital set-top box, iTV rumors have continued to swirl. It's been that way for several months now, despite the fact that there's zero evidence.

A majority of the speculation has come from analysts, who point to supply chain channel checks and other sources as proof Apple is preparing to enter the TV industry. But after speaking with the company's top executives, this analyst says that an ATV set is very unlikely in the near future...

Consumers still want an Apple TV set, but only if the price is right

Cody Lee ∙ August 8, 2012

Rumors regarding Apple's TV set have really tapered off over the past few months. That likely has a lot to do with the ramp up in speculation surrounding the list of products Apple is expected to introduce at its fall media event — which the TV set isn't on.

But just because the Apple television chatter has subsided, doesn't mean that folks have forgotten about it. In fact, a new survey shows that some 50% of consumers are still very interested in an Apple-marketed TV set, as long as the price is right...

iPad mini could generate $10B in revenue by selling 40M units in 12 months

Christian Zibreg ∙ August 3, 2012

Following a flurry of speculation concerning an allegedly smaller, inexpensive iPad (insert your sandpaper joke here), analysts are running their spreadsheets to determine business logic behind a yet-unreleased $249 device.

One analyst estimates the mini iPad could sell a whopping 40 million units in its first twelve months on the market. For comparison, Apple sold a total of 84.1 million iPads as of March 31, 2012...

Apple’s AuthenTec purchase indicates an e-wallet fingerprint service

Christian Zibreg ∙ Updated January 25, 2016

Apple's $356 million acquisition of mobile security firm AuthenTec (already under investigation, by the way) has been already deemed by one analyst as a move meant to bolster security of iOS devices in enterprise. Now another analysts chimes in with speculation that the transaction, still pending approval, will probably help Apple create a mobile payment system around future iOS devices built around an e-wallet fingerprint service...

Apple ups spending on components by $1.15 billion ahead of multiple product launches

Christian Zibreg ∙ Updated October 10, 2018

According to Apple's most recent 10-K filing with the U.S. Securities and Exchange Commission, the company has increased its spending on components in the June quarter by as much as $1.15 billion versus the quarter-ago period, a tell tale indication of upcoming product launches.

Apple's prepayment for components is now 12.6 percent of its total third-quarter sales, the highest level one analyst has seen in the last four years. And if the swirling rumors are anything to go by, this year will mark one of the busiest holiday shopping seasons for Apple as the company readies the next iPhone, possibly a rumored mini iPad, the all-new iPod nano with network iTunes connection, to name a few...

Tricky content deals may push Apple television back to 2014

Cody Lee ∙ July 20, 2012

Bad news for folks who were holding out on buying a new TV in anticipation for Apple's set. A new report is out today that claims it could be 2014 before we see a full-blown television from the Cupertino company.

Chatter regarding Apple building its own HDTV has been around for years now. But talk of the set has significantly tapered off over the past couple of months amidst rumors of other upcoming Apple products...

Android is still losing one-third of current users to the iPhone

Christian Zibreg ∙ Updated April 18, 2016

A few interesting observations from Piper Jaffray analyst Gene Munster's note to clients (via Fortune), issued this morning. Munster conducted his annual cell phone survey and found out that nearly two-thirds (65 percent) of polled respondents would pick an iPhone as their next handset. Only one in five (19 percent) plan to go with Android and just 2.5 percent, or one in forty, will stay loyal to their BlackBerry, a result of RIM's downturn.

What's more, 51 percent of respondents who planned on making the iPhone their next smartphone (whether current iPhone users or not) said they were waiting for the next iPhone...

Apple expected to announce record Q3 iPad sales

Cody Lee ∙ Updated January 25, 2016

As we move closer to Apple's Q3 2012 earnings call, predictions from analysts and pundits regarding the company's performance over the three month period are starting to ramp up.

The latest round of predictions suggest that Apple had an extremely strong June quarter, bringing in more than $40 billion in revenue, and selling a record 21 million iPads...

Smaller iPad could sell 6M units this holiday, hurt Android tablets

Christian Zibreg ∙ Updated January 31, 2016

Following recent reports by Bloomberg and The Wall Street Journal reasserting belief that Apple's been working on a smaller, inexpensive iPad allegedly coming in September, analysts are running their spreadsheets like crazy attempting to guesstimate the sales potency of the elusive $249-$299 device...

Survey finds 21% of iOS users wouldn’t change platforms for any price

Cody Lee ∙ Updated April 10, 2018

For those of you wondering if Apple still has a strong cult following, here you go: a new survey from Goldman Sachs finds that 21% of iOS users wouldn't switch to another platform, for any price.

The securities firm recently surveyed over 1000 smartphone users, in an effort to better understand the costs that consumers face when switching ecosystems. And this is what they found...