Posts on AAPL

Latest ideas and analyses related to Apple Inc. Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
NFLX , DIS , AMZN , AAPL , GOOGL

+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
AAPL

+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
AAPL

+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
AAPL

+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
AAPL

+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
AAPL

+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
AAPL

+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
AAPL

+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
AAPL , FB , PINS , SNAP

+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
AAPL

+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
AAPL

+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
AAPL , HPE , NTAP , DELL , PSTG

+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
AAPL

+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
AAPL

+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
AAPL

+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
AAPL , MA , V

+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
AAPL

+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
AAPL

+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
AFRM , SQ , AAPL

+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
AAPL , QCOM , ANET , CIEN

+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