Research archive for AAPL

The new three camera iPhone has arrived! The three lenses are Telephoto, Wide and Ultra-wide; all so that you can take that perfect Instagram shot. Here is a 2-minute video from Apple, summing up what they launched at the event last night - Apple Event in a flash. When I watched the video this morning, it had 9.5 million views, then I refreshed my page 30 minutes later and it had over 10 million views. So Apple will make a few bucks from Google. Nice.

My favourite academic of all time Prof. Scott Galloway once said that "the things that we're afraid of, are not the things that usually get us." For example, I'm deathly afraid of sharks but I am more likely to die from falling off my bed than a shark attack, while learning how to surf in Cape Town's Atlantic seaboard.

Did you see that Apple has finally released its credit card? They are partnering with Goldman Sachs and Master Card (unfortunately). The card is designed to integrate with your phone to make it easier to track your spend, there are increased security features, and it is easier just to tap and pay. They are aiming at having low interest rates and no fees. Oh, and the card is made out of titanium. Fancy!

Apple reported earnings of which my colleague Paul covered in detail here. The stock closed up over 4.5% on the following trading day, adding the market value of Dell in just one trading session. Why Dell? Well according to Prof. Scott Galloway, my hero, 15 years ago at Davos, Michael Dell (basically a father figure to me) said that Apple should be sold for scrap, oops!

Apple released its quarterly profit date update last night, after the market close. This was the one that I had been waiting for, as I explained earlier this month. I was eager to see how Apple's lower number of shares in issue (as a result of aggressive share buybacks) would affect earnings per share and the company rating. I was not disappointed!

Yesterday at the annual Worldwide Developers Conference, Apple announced the all-new redesigned retro, cheese-grater inspired Mac Pro. The 2019 professional computer boasts high processing power, which comes at a high price of only $5 999.

Apple is our second most widely held stock in Vestact portfolios in New York, so it's worth checking in on it often. It's an interesting investment, because it's one of the world's most valuable companies by market capitalisation, and it is also absurdly cheap.

The US top court has decided against Apple and is allowing an antitrust lawsuit to move forward. This refers to the class action lawsuit which argues that Apple has too much control over what apps are available for purchase in their App Store, and how much consumers must pay for the products.

Apple reported its second-quarter earnings on Tuesday after-market and the shares surged 7% in after-hours trade. All thanks to the continued success of the company's service business, and the ultra-profitable iPhone. From the left field, out of the ashes emerged a big surprise from the iPad showing some growth too!

Talk of an Apple streaming service with paid for content has been doing the rounds for a while now. Even from the company itself. Last night the details became official when Apple TV Plus was launched. They will be spending around $2bn a year creating content with the likes of Oprah Winfrey and Steven Spielberg. Still a far cry from Netflix's $15bn annual spend but it is a start. This will all be accessed through the Apple TV app.

Apple has another hit on its hands, or perhaps one should say, in its ears. AirPods have become the second best-selling Apple product out of the gate of all time. Apple has huge capability in the wearables category. Look at this chart of cumulative sales after launch. Read the full blog post here.

Last week it was announced that Apple and Goldman Sachs have joined forces to issue a credit card that pairs up with your iPhone.

According to Bloomberg, Apple's iPhone shipments to China plummeted 20% in the last quarter of 2018 - - and its loss was Huawei's gain. China's own local smartphone market shrank by 9.7% in the same quarter, leading to Apple's shipment dropping twice as much.

I read a report yesterday that suggested that Google was responsible for at least 23% of Apple's services revenue. How you may ask, Google and Apple are huge rivals in the mobile space?

Last night Apple, formerly the worlds biggest company, reported its Q1 numbers. This will be the first time in over a decade where the holiday season didn't see sales growth. Total sales dropped 5% from $88 billion to $84 billion. Roughly speaking Apple sells $1 billion worth of products every day! Thanks to Apple deploying some of their huge cash pile in buying back shares, 377 067 to be exact or 7% of the company, EPS is at a record high.