Latest Articles
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Will Apple Succeed In The Video Streaming Business?
With sales of iPhones and other hardware cooling off, Apple (NASDAQ:AAPL) has been turning to its Services business to drive growth. The company is expected to launch its own streaming video service this year, taking on the likes of Netflix and ...
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We Are Cutting Our Price Estimate For Apple, But Still Remain Bullish On The Stock
We are cutting our price estimate for Apple (NASDAQ:AAPL) from $225 per share to about $175 per share, on account of a sluggish iPhone business and headwinds in Greater China. While the company just cut its Q1 FY’19 revenue guidance in an ...
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How Much Does Apple Stand To Lose As Netflix Stops In-App Subscriptions?
Last week, Netflix indicated that it would be stopping in-app subscriptions on Apple (NASDAQ:AAPL) devices, as it looks to bypass the commission that Apple charges on subscriptions made via iOS apps. Apple typically takes a 30% commission from s...
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How Apple Could Double Its Services Revenues By 2022
Apple’s (NASDAQ:AAPL) Services business has grown at a rate of over 20% over the last three years, eclipsing the iPad and Mac to become the company’s second-largest business segment with revenues of about $37 billion last year. In comparis...
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Apple’s Trade-In Program Should Do More Than Just Boost iPhone Sales
Over the last month, Apple (NASDAQ:AAPL) has been promoting an iPhone trade-in program that gives existing iPhone owners generous device buyback prices if they upgrade to its new iPhones. While Apple’s primary motive is to stimulate sales ...
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How Much Would Apple Be Impacted If China Enforces iPhone Ban?
Earlier this month, Qualcomm won a preliminary injunction from a court in China, banning the sale and import of multiple older iPhone models including the 6S, 6S Plus, 7, 7 Plus, 8, 8 Plus, and X, after it was found that Apple (NASDAQ:AAPL) w...
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How Big Is Apple’s AirPods Business?
Apple’s (NASDAQ:AAPL) AirPods appear to be one of the company’s most compelling products launched in the Tim Cook era, garnering positive feedback from both critics and consumers, while emerging as one of Apple’s best-selling accesso...
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How Rapidly Declining NAND And DRAM Prices Could Benefit Apple
Apple (NASDAQ:AAPL) is poised to see its growth slow down over 2019, amid a mixed response to its latest iPhone XR and XS models and increasing saturation in the smartphone market. That said, Apple could see tailwinds from fast-declining prices...
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App Store, Licensing, Apple Care: Breaking Down The Drivers Of Apple’s Booming Services Business
Apple’s (NASDAQ:AAPL) bread-and-butter iPhone business has been seeing slowing volumes growth, while its other major products such as the Mac and iPad are seeing sales stagnate or decline. Accordingly, Apple has been changing its narrative...
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Why Is Apple’s ROE More Than Double Samsung’s?
Return on equity (ROE) is one of the most closely watched financial ratios for investors, as it indicates how efficiently a company has been deploying shareholder capital. Companies with a higher ROE compound their capital more efficiently and a...
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Explaining The Recent Apple Selloff, And Why The Stock Looks Undervalued
Apple’s (NASDAQ:AAPL) stock has seen a sharp sell-off in recent weeks, falling by close to 25% from all-time highs seen in October. The declines have largely been driven by reports that the company is cutting back production orders for the...
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Why Apple’s Stock Traded Down Post-Q4 Earnings
Apple (NASDAQ:AAPL) published its fiscal Q4 results on Thursday, beating market expectations on earnings and revenues, driven by strong iPhone and Services revenue growth. However, the stock declined following the earnings release, as iPhone shi...
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Four Factors To Watch As Apple Reports Q4 Results
Apple (NASDAQ:AAPL) is expected to publish its fiscal fourth quarter results on November 1, reporting on what is likely to have been a transitional quarter for the iPhone business, which saw the launch of the new iPhone XS towards the end of the...
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The iPhone XS Max Could Be A Profit Machine
Research firm IHS Markit recently published its preliminary bill of materials analysis for Apple‘s new flagship $1,100 iPhone XS Max, estimating that the 64 GB version of the smartphone costs about $390 to build. Although this makes the XS Max th...
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Why Apple Is Worth $230 Per Share
We have increased our price estimate for Apple (NASDAQ:AAPL) from about $194 per share to $230 per share, to account for a strong revenue cycle over FY’19 driven by the company’s three new iPhones, continued strong Services momentum and ex...
