Latest Articles
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Is Apple’s P/E Ratio Too High Or Too Low?
Trefis explores whether Apple’s P/E Ratio Makes Sense in a detailed interactive dashboard, and finds that the technology giant’s current P/E Ratio might present an opportunity compared to the S&P 500. If you believe Apple can b...
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How Does Apple Spend Its Money?
Apple’s (NASDAQ: AAPL) total expenses have trended steadily higher from around $170 billion in 2016 to about $205 billion in 2019 (FY ends September) As a percentage of revenues, expenses have remained roughly flat at about 79%. Below, we...
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Apple’s Services Gross Margins Keep Getting Thicker
Apple (NASDAQ:AAPL) published its Q4 FY’19 results on Wednesday, posting a stronger-than-expected set of results that were driven by higher Services revenues and stronger performance of the Wearables, Home and Accessories segment. We have ...
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How Apple Stock Has Doubled Despite Falling iPhone Shipments
Apple (NASDAQ:AAPL) stock has almost doubled over the last 4 years, rising from $110 in September 2015 to about $219 at the end of September 2019. The appreciation in the stock has come despite the fact that Apple’s flagship product –...
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Apple TV+ Can’t Just Count On $5 Price Point, iPhone Strength To Take On Netflix
Apple ‘s (NASDAQ:AAPL) streaming service, Apple TV+ will debut this November, taking on the likes of Netflix and Disney’s upcoming Disney+ offering. The service will be priced at $5 per month and Apple indicated that a year of free se...
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Apple’s EPS Could Fall $1 If U.S. Follows Through On iPhone Tariffs
Apple’s (NASDAQ:AAPL) iPhone and key products such as the iPad and Macs could face tariffs in the United States starting from December 15, following the tariffs on products such as Airpods and Watch which were imposed starting from Septemb...
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By The Numbers: How Tariffs On Airpods & Apple Watch Impacts Apple’s Profits
Bloomberg reported that Apple ‘s (NASDAQ:AAPL) Airpods, Apple Watch, some Beats headphones, and HomePod face a 15% tariff in the United States starting from Sunday, Sept 1, marking the first time Apple will see a direct impact of the escala...
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What’s The Worst That Could Happen For Apple As Trade War Re-Escalates
The U.S. – China trade war has escalated again, with China indicating that it would impose a new round of retaliatory tariffs, after the U.S. said that it would impose tariffs of 10% on Chinese imports worth $300 billion starting from September 1...
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Can Apple TV+ Really Compete With Netflix And Disney+?
Apple (NASDAQ:AAPL) is expected to launch its streaming service, Apple TV+, over the next few months, taking on the likes of Netflix and Disney’s upcoming Disney+ service. While the full list of studios/content that will be available on Ap...
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Do JP Morgan and Goldman Agree on Apple’s Stock Price?
Apple stock (NASDAQ: AAPL) has seen some volatility this year, driven by declining iPhone demand and the re-escalation of the U.S. trade war with China. Overall, brokerage firms still remain bullish on the stock, with an average price estimate of...
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Why Apple Wants To Buy Intel’s Modem Business
Apple (NASDAQ:AAPL) is reportedly in advanced talks to acquire Intel’s smartphone modem business, as it looks to build its own 5G chips for the iPhone. While the deal – which could be valued at ~$1 billion – will be a drop in the buc...
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Why Apple Should Design Its Own Baseband Chips
There have been reports that Apple (NASDAQ:AAPL) could acquire key parts of Intel’s German smartphone modem operations, as it looks to build its own 5G chips for the iPhone. Below, Trefis estimates the potential financial upside for Apple...
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Should Apple Consider Dropping iPhone Prices?
iPhone shipments have been trending lower, driven partly by Apple’s (NASDAQ:AAPL) move to bump-up its flagship iPhone prices to $1,000+. Over Q2 FY’19, volumes fell 30% YoY to 36.4 million, per IDC, and we project that FY’19 figures will f...
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What’s The Impact If Apple’s Products Are Banned By China: An Interactive Analysis
Apple (NASDAQ:AAPL) faces mounting risks in China, its third largest market, amid the re-escalation of the trade tiff between the U.S. and China. While Apple has already been witnessing lower demand in China due to mounting competition and highe...
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Key Takeaways From Apple’s Q2 Results And What To Expect In Q3
Apple (NASDAQ:AAPL) published its Q2 FY’19 results on Tuesday, reporting earnings that largely met estimates while guiding for a stronger than expected third quarter. Below, we provide some of the key takeaways from the company’s results. ...
