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Posts on AAPL
Latest ideas and analyses related to Apple Inc. Common Stock
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Latest ideas and analyses related to Apple Inc. Common Stock
+41 pts
The Future of Streaming
By mooreideas on June 24, 2022, 11:01 a.m.
Tagged topics: deep dive
Views: 33, Votes: 4, Responses: 0, Attachments: 1
+37 pts
$AAPL iPhone Outperforms in China While App Store Growth Slows
By mooreideas on June 22, 2022, 11:16 a.m.
Tagged topics: analyst checks
Views: 91, Votes: 6, Responses: 0, Attachments: 1
+34 pts
$AAPL Lead Times Moderate for Mac, iPad; iPhone Remains Low
By scorpioduck on June 21, 2022, 2:50 p.m.
Tagged topics: lead times
Views: 10, Votes: 3, Responses: 0, Attachments: 1
+35 pts
$AAPL's Brand is Worth $1 Trillion
By labjordan on June 17, 2022, 3:13 p.m.
Tagged topics: lifetime value of customers
Views: 13, Votes: 3, Responses: 0, Attachments: 1
+34 pts
Wave7 May US Survey Supports iPhone Share Gains from Positive Switching Activity; Sales Down Slightly Y/Y
By scorpioduck on June 16, 2022, 1:34 p.m.
Tagged topics: analyst checks
Views: 17, Votes: 4, Responses: 0, Attachments: 1
+40 pts
$AAPL Payments: The Check Is in the Mail with Large $30 bn+ SAM to Address
By scorpioduck on June 16, 2022, 1:33 p.m.
Tagged topics: deep dive , Apple Pay
Views: 23, Votes: 8, Responses: 0, Attachments: 1
+36 pts
$AAPL TV+ & Major League Soccer Deal Expands Sports Offerings and Courts New Demographic; Read-Through to Sports Media Market
By realjoe on June 15, 2022, 4:52 p.m.
Tagged topics: sports content
Views: 15, Votes: 5, Responses: 0, Attachments: 1
+35 pts
$AAPL Advertisements: Mobile Ad Growth & Apple's Relevance with Large Audience is a Winning Combination
By realjoe on June 15, 2022, 4:50 p.m.
Tagged topics: digital advertising , deep dive
Views: 14, Votes: 4, Responses: 0, Attachments: 1
+32 pts
Apple WWDC Quick Take: Slight Positive in Sea of Bad News
By junkfoodlover on June 15, 2022, 1:39 p.m.
Tagged topics: WWDC
Views: 9, Votes: 2, Responses: 0, Attachments: 1
+38 pts
$AAPL TV+ : Trailers Setting Up The Show; See a Picture of Strong Subscription and Revenue Ramp
By scorpioduck on June 14, 2022, 12:56 p.m.
Tagged topics: Apple TV+ , deep dive
Views: 24, Votes: 6, Responses: 0, Attachments: 1
+39 pts
$AAPL Fitness+ : Getting Into Shape with Clear Differentiation to Track $3.6 bn Revenue in 2025
By scorpioduck on June 14, 2022, 12:55 p.m.
Tagged topics: deep dive , Fitness+
Views: 24, Votes: 5, Responses: 0, Attachments: 1
+35 pts
IT Hardware - More cautious on demand
By puckerman17 on June 14, 2022, 12:06 p.m.
Tagged topics: analyst downgrade , analyst upgrade
Views: 83, Votes: 4, Responses: 0, Attachments: 1
+33 pts
$AAPL Music still humming to robust growth, although moderating on greater competition
By realjoe on June 13, 2022, 12:56 p.m.
Tagged topics: slowing growth , Apple Music
Views: 10, Votes: 3, Responses: 0, Attachments: 1
+36 pts
$AAPL - analysts expect Arcade/Gaming to reach 70m subs and contribute $1.2b in revenues by 2025
By realjoe on June 13, 2022, 12:46 p.m.
Tagged topics: deep dive , Apple Arcade
Views: 144, Votes: 4, Responses: 0, Attachments: 1
+32 pts
Apple's Inflation Problem
By beat_the_street on June 10, 2022, 11:07 a.m.
Tagged topics: inflation
Views: 13, Votes: 3, Responses: 0, Attachments: 0
+33 pts
Takeaways from Apple WWDC (Apple Pay Later, Order Tracking, and Digital Identity)
By realjoe on June 8, 2022, 1:17 p.m.
Tagged topics: BNPL
Views: 14, Votes: 1, Responses: 0, Attachments: 1
+36 pts
$AAPL WWDC 2022: Keynote takeaways
By ethonomics on June 7, 2022, 4:23 p.m.
Tagged topics: WWDC
Views: 20, Votes: 5, Responses: 0, Attachments: 1
+34 pts
$AAPL WWDC 2022: Innovation Engine at Full Throttle
By mooreideas on June 7, 2022, 1:53 p.m.
Tagged topics: WWDC
Views: 19, Votes: 4, Responses: 0, Attachments: 1
+38 pts
$AFRM - Apple’s Entry Into BNPL and FinTech Likely Doesn’t Change Landscape
By mooreideas on June 7, 2022, 1:38 p.m.
Tagged topics: BNPL
Views: 27, Votes: 6, Responses: 0, Attachments: 1
+36 pts
Key Takeaways from Global Hardware Outlook Call
By puckerman17 on June 7, 2022, 12:52 p.m.
Tagged topics: analyst checks
Views: 21, Votes: 5, Responses: 0, Attachments: 1