AAPL: dichiaro guerra....

[andgui]

“Siamo notevolmente soddisfatti di annunciare il trimestre non festivo con il più alto fatturato e il più alto utile nella nostra storia”, ha dichiarato Peter Oppenheimer, CFO di Apple, annunciando i risultati finanziari dell’azienda per il trimestre di marzo. Nel secondo trimestre dell’anno fiscale 2009, l’azienda ha realizzato un fatturato di 8,16 miliardi di dollari e un utile netto trimestrale di 1,21 miliardi di dollari, pari a 1,33 dollari per azione diluita. Il margine lordo è stato del 36,4 percento, in crescita rispetto al 32,9 percento registrato nello stesso trimestre di un anno fa.

andgui.

 

[risparmier]

May 4, 2009, 3:46 pm
Apple: When Will China Get The iPhone?

Posted by E. Savitz
For months now, there has been speculation that Apple (AAPL) is getting close to cutting a distribution deal with either China Mobile (CHL) or China Unicom (CHU), the two largest wireless carriers in the biggest mobile phone market in the world. But so far, nothing has happened. Which raises the obvious question: Why not?
Bernstein Research analyst Toni Sacconaghi took a look at the issue in a research note today. He contends that, while Apple has never given an official timeline for entry into the China market, that a deal is “arguably late,” due to a number of obstacles:

• Apple originally wanted a revenue sharing, hardware subsidy model; he notes that Apple has backed off from demanding a slice of service revenue from the carriers, but that it still wants a hardware subsidy. And he writes that carrier subsidies in China are rare, and that the companies “likely are not keen to offer a special deal to Apple.”
• A restructuring of China’s telecom industry in 2008 likely “created much uncertainty and confusion” which made it harder for Apple to commit to a long-term deal.
• China only this year has begun rolling out 3G technology.
• China’s telecom rules forbid including WiFi on 3G mobile handsets.

Those are all important; but he thinks there are two larger issues:

• Control of the App Store. Sacconaghi says that China Mobile wants to be able to offer apps directly through its own Open Mobile System in addition to the iPhone App Store.
• Carrier exclusivity. He says China Unicom is a better fit for Apple than China Mobile from a technology standpoint, but notes that it is much smaller, at 138 million subscribers compared with 477 million for China Mobile. He thinks Unicom wants an exclusive deal, but that Apple wants to do a non-exclusive deal that would allow them also to distribute the iPhone through China Mobile.

And finally, he thinks that pricing may also be an issue. He notes that Chinese consumers are used to paying relatively high unsubsidized prices for handsets, but that an unsubsidized iPhone at $600 would rank as one of the most expensive devices on the market there.
Despite all that, Sacconaghi says there is an 80% chance the iPhone will be on sale through an authorized carrier in China by the end of the year. And he thinks China Unicom will be the initial carrier. He says the market for smartphones in China this year will be about 35 million units; a 20% market share would give Apple an incremental 7 million units.
...

http://blogs.barrons.com/techtraderdaily/2009/05/04/apple-when-will-china-get-the-iphone/

 

[risparmier]

Oct. 19 (Bloomberg) -- Apple Inc., releasing fourth- quarter results after U.S. markets close, may have to report earnings of at least $1.60 a share to push the stock higher, according to Broadpoint AmTech Inc. analyst Brian Marshall.
Analysts in a Bloomberg survey project a profit of $1.42 a share, 18 cents below traders’ “whisper number” for Apple. That compares with Apple’s prediction of as much as $1.23. Apple’s Snow Leopard, its latest operating system for Macintosh computers, will be key to beating targets, Marshall said.
“Apple tends to be conservative in its estimates,” said the San Francisco-based analyst, who advises investors to buy the shares. “The stock can continue to rise, especially if Apple shows strong shipments in Snow Leopard, which go directly to its bottom line, and iPod sales.”
As of Sept. 17, Snow Leopard had outsold previous versions of the Macintosh operating system, helped by a price reduction of more than $100, ...


http://www.bloomberg.com/apps/news?pid=20601103&sid=ay1pEGp_areo

 

[risparmier]

19 ottobre 2009
Apple chiude il quarto trimestre con un utile di 1,67 miliardi di dollari, o 1,82 dollari per azione contro una stima di 1,43 dollari. Lo comunica la stessa società, precisando che i ricavi si sono attestati a 9,87 miliardi di dollari. Nello stesso trimestre del 2008 la casa di Cupertino aveva registrato ricavi per 7,9 miliardi e un utile netto trimestrale di 1,14 miliardi. Rispetto al trimestre precedente infatti l'azienda segna un aumento dei ricavi del 47% spinto dalle vendite migliori del previsto per iPhone, Mac e iPod. Nel quarto trimestre Apple ha comunicato di aver venduto 10,2 milioni di iPod, 7,4 milioni di iPhone e 3,05 milioni di Macintosh. Per il primo trimestre del 2010 «i ricavi sono attesi fra gli 11,3 e gli 11,6 miliardi di dollari, con un utile per azione fra gli 1,70- e glui 1,78 dollari» spiega in una nota il chief executive officer di Apple, Peter Oppenheimer.
....

Apple vola in Borsa grazie ai conti - Il Sole 24 ORE


Apple Smashes Views Again; Stock Hits New High
Apple Inc.'s (AAPL) fiscal fourth-quarter profit jumped 47% as the company sold more Macintosh computers and iPhones than in any previous quarter, which helped drive revenue. Shares were up 6.4% to $202 in after-hours trading, hitting a new high, as the company's latest results easily beat analysts' expectations.
Texas Instruments Sees Higher Demand; 4Q View Strong
Texas Instruments Inc.'s (TXN) third-quarter profit slid 4.4% on lower sales, but the company saw demand grow for the second quarter in a row, including a 20% increase in analog chips. Its stock rose 2% to $24 in late trading as the communications-chip giant's results topped its guidance and it predicted fourth-quarter results above Wall Street's expectations.

....

US EARNINGS WRAP: Apple Smashes Views, TI Sees Higher Demand - WSJ.com

 

[risparmier]

October 20, 2009 06:55 EDT
AAPL theflyonthewall.com:
Apple target raised to $277 from $235 at Piper Jaffray
Piper believes Apple posted impressive September quarter results despite iPhone production restraints and an aging Mac line. The firm expects these headwinds to turn into tailwinds next quarter, which it feels will be positive for the stock. Piper raised its target price on Apple to $277 and maintains an Overweight rating


http://www.theflyonthewall.com/permalinks/entry.php/AAPLid1149107

 

[alingtonsky]

09/15/10 - 10:46 AM EDT

Ben Reitzes of Barclays cited strong iPad sales as one reason for maintaining his $340 price target for Apple. "We continue to believe Apple's valuation is very attractive and that shares can benefit, driven by strong iPad demand, a new iPhone upgrade cycle, significant international expansion and a continuous pipeline of new innovation," Reitzes told investors.


Likewise, Maynard Um of UBS and Gene Munster of Piper Jaffray reiterated their buy recommendations for Apple. Um upped his initial price target of $340 to $350, while Munster held strong on his initial price target of $371. The Jaffray analyst claimed that Apple's target would be even higher if not for its unavailability on the Verizon(VZ) network.

...

5 Stocks Enjoying Upgrades Before Earnings - TheStreet

 

[Grecale]

09/15/10 - 10:46 AM EDT

Ben Reitzes of Barclays cited strong iPad sales as one reason for maintaining his $340 price target for Apple. "We continue to believe Apple's valuation is very attractive and that shares can benefit, driven by strong iPad demand, a new iPhone upgrade cycle, significant international expansion and a continuous pipeline of new innovation," Reitzes told investors.


Likewise, Maynard Um of UBS and Gene Munster of Piper Jaffray reiterated their buy recommendations for Apple. Um upped his initial price target of $340 to $350, while Munster held strong on his initial price target of $371. The Jaffray analyst claimed that Apple's target would be even higher if not for its unavailability on the Verizon(VZ) network.

...

5 Stocks Enjoying Upgrades Before Earnings - TheStreet

Grecale View del 16/6 , che gran titolo apple, potrà anche non piacere ma lo adoro insieme ai suoi prodotti

Apple Inc. (Nasdaq : AAPL) | Viaggio a Wallstreet

 

[alingtonsky]

CUPERTINO, CA., Sep. 24 --

Apple, Inc. (NASDAQ:AAPL) became the second largest company worldwide based on market cap, and shares of AAPL are rising sharply in pre-market trading as the company continues to bask in the warm glow of increased sales and rapidly increasing revenues.

The company now has multiple strong product channels and related eco-systems that are providing investors with ever greater return on investment. That virtuous circle continues to attract new investors, who continue to push the share price higher.

Yesterday was a busy day for AAPL, which is the one of the most heavily weighted Nasdaq 100 names.

AAPL hit a new lifetime high yesterday when it went past its previous lifetime high of $287.98. Additional upside objectives, based on average range, may be at the following levels: $296.82, $300, $302.76. Support is at the prior life high at $287.98.

It looks like AAPL could clear several more technical hurdles today if volume stays as expected.
...

Apple, Inc. Stock To Rise As Company Becomes World Number Two


http://www.microsofttranslator.com/

 

[alingtonsky]

September 27, 2010, 10:18 AM ET

Canaccord Genuity analyst T. Michael Walkley this morning repeated his Buy rating on Apple (AAPL), bumping up his target price on the shares to $366, from $356, citing strong continued demand for the iPad.
Walkley expects the market for tablets to grow to 55 million units next year, from 20 million in 2010; he raised his forecast for iPad unit sales to 13.4 million units from 12.6 million for calendar 2010; and to 25.5 million from 22.6 million for calendar 2011.
The analyst raises his EPS forecast for the September 2010 fiscal year to $14.32, from $14.27; for FY 2011, he goes to $18.28, from $17.80.

Apple: Canaccord Bumps Up Target On Strong iPad Demand - Tech Trader Daily - Barrons.com

 

[FeRR@]

We are topping, sia AAPL che AMZN ...