Analyst

Wall Street thinks Apple sold between 26-44 million iPhones last quarter

With Apple's earning release for the past quarter that ended two weeks ago now just eight days away, analysts are running their spreadsheets like crazy, falling over themselves to guesstimate just how many iPhones the company sold.

And as the iPhone lineup accounts for more than half of Apple's revenue, no wonder it's become Apple's most important business metric. AAPL passing the $600 milestone also owes much to the success of the iPhone, as does the company's projected $1 trillion valuation.

It's almost as if Apple's future and fortunes depend solely on the iPhone. With that in mind, seasoned watchers should ask themselves whether Apple can retain its crown of the world's top smartphone maker in the March quarter.

And, is the six-month old iPhone 4S still attractive enough to keep people interested until the fabled iPhone 5 (or whatever it ends up being called) arrives later this year? As always, only time will tell. But one thing is certain: Wall Street has high hopes in Apple's ability to keep the iPhone freight train chugging along...

Tanking margins reportedly forcing US carriers to drop iPhone subsidies

Apple may be poised to become the world's first trillion dollar company thanks to the iPhone, but sustainability of  the pricey handset is now being put into question. One prominent analysts warns that United States carriers such as AT&T - faced with plummeting margins at a six-year low - are now considering reducing iPhone subsidies and adopting stricter upgrade policies.

If instituted, these changes could result in a more expensive iPhone and an estimated worldwide drop in sales of 27.5 million units in the June quarter, with a revenue estimate $1 billion below consensus...

Rumor: next iPhone to feature redesigned unibody case and 4-inch display

It seems like we've seen a flurry of iPhone-related rumors today. Earlier, we learned that Apple has begun internally seeding sixth-generation iPhone prototypes with 1GB of RAM and a modified A5X chip. And now we're finding out about its appearance.

As noted by AppleInsider, Topeka Capital Markets analyst Brian White issued a note to investors this morning regarding information he picked up during a recent trip to Asia. And judging from what he learned, Apple is completely rebuilding the iPhone...

Rumor: Apple to start “iPanel” HDTV production in May

Barron's, a financial arm of The Wall Street Journal's web network, passes on an interesting report today from Jefferies & Co.'s Peter Misek. The analyst has upped his stock price target for Apple to $800 per share on the back of new information regarding a TV set.

In an investor's note, sent out this morning, Misek said that his recent trip to China has given him "increased confidence" that Apple will be launching a TV this year. He claims, among other things, that he saw television components en route to Apple suppliers...

One in three U.S. high school students own an iPhone

So this is pretty interesting: Gene Munster, Piper Jaffray's senior Apple analyst, published a report yesterday claiming that one in three U.S. high school students now own an iPhone.

The data comes from the firm's semi-annual survey of U.S. teens, in which they poll over 5,500 high school students to see what technology they're currently in to...

Wall Street expects Apple to become the world’s first $1 trillion company

Those who sold their shares of Apple last October did not make the wisest move, but all is not lost. AAPL closed yesterday at $618.63 a share (more than a 32GB WiFi iPad, mind you) for a market cap of $577 billion. As the company's quarterly earnings report looms, analysts are running their spreadsheets and upping targets. So, how long until Apple zooms past the $1 trillion market cap milestone?

According to one analyst, it could be sooner than you think - in less than two years - as Apple drains market cap from rivals and profits from more money being poured into tech stocks. By a growing number of credible estimates, Apple is on track to become the first public company in the world with a $1 trillion market cap.

Phew, what a difference a few years make...

AT&T and Sprint sell more iPhones than all other smartphones combined

Earlier today we told you that the iPhone 4S has been the top-selling smartphone for all three of Apple's US carrier partners for the last 6 months. The information came from a Canaccord Genuity investor note that was sent out to shareholders this morning.

Now, AllThingsD is pointing to another part of the report that also provides some interesting data. Not only is Apple's handset the top-selling smartphone here in the US, but some carriers are actually selling more iPhones than all other smartphones combined...

iPhone 4S still top-selling smartphone in the US

After months of redesign rumors, the iPhone 4S debuted last October without any kind of external changes. Much like the new iPad, the familiar-looking handset drew an onslaught of "disappointing" headlines from around the web.

But Apple obviously knew what it was doing. The 4S has broken a number of sales records, and helped Apple sell more than 37 million iPhones last quarter. And perhaps even more impressive, 6 months later, it's still on top...

Apple said to be reviewing components for upcoming LTE iPhone

AppleInsider is reporting today that it has obtained a research note from Barclays, an investment firm, that contains some interesting information regarding Apple's next iPhone.

The note states that Apple is moving along with development of its next iPhone, and is now in the process of reviewing components submitted by suppliers for use in the new handset...

Analysts predict massive iPad quarter with 12M units on 156% annual growth

The new iPad hit the market just four days ago and already it has managed to move three million units. But that's peanuts compared to the twelve million units some analysts are projecting for the entire first quarter of 2012, which ends in less than two weeks. Mind you, this estimate excludes sales of iPad 2, now discounted to $399 for the entry-level 16GB Wi-Fi model, and is based on 156 percent year-over-year growth versus the 111 percent iPad growth in the holiday quarter.

As noted by John Paczkowski over at the AllThingsD blog, UBS analyst Maynard Um is projecting "massive" iPad quarter based on an average of 750,000 daily units since last Friday's launch. Of course, launch demand will eventually cool off, but with the device launching in 23 more countries this coming Friday (fastest iPad roll-out yet) and impressive rates of production ramp-up, Apple looks poised to take iPad sales to the next level...

New iPad already accounts for 5% of total iPad traffic on the web

Analysts have already predicted the new iPad having a record weekend, perhaps selling over a million units of the new tablet. The new iPad out of Cupertino went on sale Friday, and while Apple hasn't sold out in its retail stores yet, demand for the new tablet is said to be high. New customers are especially interested in the iPad's beautiful Retina display.

According to new numbers from advertising network Chitika, the new iPad already accounts for 5% of all iPads that are currently rummaging through the Internet...

Analyst predicting 65 million iPads to be sold this year

Apple's third-generation iPad is set to go on sale this Friday at 8am. After already selling out of the first wave of pre-orders, Apple's customers are hoping to get in line to claim the new iPad. iPad sales for Friday have been forecasted to hit one million.

Riding off the assumed success of the new iPad, analysts from Canaccord Genuity are saying that Apple will sell 65 million iPads in 2012...