Latest ideas and analyses related to 5G iPhone cycle

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AAPL

+37 pts



$AAPL - analysts think street still underestimating Apple's opportunity with 5G

By mooreideas on Jan. 28, 2022, 1:33 p.m.
Tagged topics: 5G iPhone cycle , beat and raise

Views: 217, Votes: 4, Responses: 0, Attachments: 3
AAPL

+44 pts



Demand Looks Strong for iPhone Cycle in 2022; Services Worth $1.5 Trillion $AAPL

By JH on Jan. 3, 2022, 1:24 p.m.
Tagged topics: analyst checks , 5G iPhone cycle , iPhone 13

Views: 190, Votes: 7, Responses: 0, Attachments: 1
AAPL

+54 pts



$AAPL - iPhone Demand Outstripping Supply; Apple Glasses Likely Set for 2022 Debut

By JH on Dec. 9, 2021, 12:26 p.m.
Tagged topics: 5G iPhone cycle , augmented reality , iPhone 13 , Apple glasses , iPhone upgrade cycle , Metaverse , iphone demand , wedbush

Views: 386, Votes: 11, Responses: 0, Attachments: 1
AAPL

+37 pts



$AAPL - lead times appear to be stabilizing for all #iPhone13 models as data continue to support strong demand vs. iPhone 12

By labjordan on Nov. 8, 2021, 10 a.m.
Tagged topics: analyst checks , 5G iPhone cycle , strong demand , iPhone 13

Views: 184, Votes: 5, Responses: 0, Attachments: 1
AAPL

+31 pts



$AAPL - Jefferies says the bigger than expected #iPhone13 carrier promos will drive a robust 5G upgrade cycle

By mooreideas on Sept. 15, 2021, 10:13 a.m.
Tagged topics: 5G iPhone cycle , upgrade cycle , carrier promos , Jefferies , iPhone 13

Views: 255, Votes: 1, Responses: 0, Attachments: 2
QCOM , AAPL

+33 pts



$QCOM - RayJay says street is underestimating revenues from #iPhone13 and overestimating risk of $AAPL's own 5G modem

By bbern3 on Sept. 8, 2021, 11:13 a.m.
Tagged topics: 5G iPhone cycle , Huawei , Raymond James , iPhone 13 , upside to estimates

Views: 559, Votes: 2, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - Heading into September iPhone 13 Launch Underlying Demand Looks Strong

By lejooon on Sept. 5, 2021, 4:30 p.m.
Tagged topics: 5G iPhone cycle , regulatory risks , strong demand

Views: 234, Votes: 2, Responses: 0, Attachments: 2
AAPL

+38 pts



$AAPL - analysts says 5G upgrade cycle still in the initial innings, and street underestimating the opportunity for Apple

By mooreideas on July 28, 2021, 12:33 p.m.
Tagged topics: 5G iPhone cycle , Deutsche Bank , Piper Sandler , Needham , Jefferies , Oppenheimer , Raymond James , strong demand , Canaccord Genuity , iPhone upgrade cycle

Views: 314, Votes: 5, Responses: 0, Attachments: 14
TER , AAPL

+33 pts



$TER - Deutsche sees upside to Q2 estimates and Q3 guide from fall iPhone launch

By josiebe on July 23, 2021, 1:29 a.m.
Tagged topics: 5G iPhone cycle , earnings preview , Deutsche Bank , semiconductors , upside to estimates

Views: 509, Votes: 1, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - JP Morgan data suggests improved China iPhone shipments in April and continued share gains, 5G mix now at 78%

By mooreideas on May 13, 2021, 11:50 a.m.
Tagged topics: China , 5G iPhone cycle , iPhone shipments , JP Morgan , CAICT

Views: 363, Votes: 1, Responses: 0, Attachments: 2
AAPL

+34 pts



$AAPL - JP Morgan (bull) says the softer shipments in Mar is adding to concerns of slowing demand for high-end iPhones in China

By mooreideas on April 12, 2021, 2:54 p.m.
Tagged topics: China , 5G iPhone cycle , slower volume growth , iPhone shipments , JP Morgan , weaker demand , CAICT

Views: 405, Votes: 3, Responses: 0, Attachments: 2
AAPL

+62 pts



$AAPL - Deutsche data shows Apple Store traffic improved to 40-50% of pre-pandemic volume, and 57% of iPhone users plan on buying the latest model

By phenphen on March 15, 2021, 3:30 p.m.
Tagged topics: analyst checks , 5G iPhone cycle , upgrade cycle , big data , Apple Car , Deutsche Bank , store traffic

Views: 277, Votes: 2, Responses: 0, Attachments: 6
AAPL

+61 pts



$AAPL - JP Morgan says decline in Feb smartphone shipments in China is in line with seasonal trends, but disappointing given expectations for 5G cycle

By mooreideas on March 11, 2021, 10:08 a.m.
Tagged topics: China , 5G iPhone cycle , smartphones , iPhone shipments , JP Morgan , high expectations , seasonal trends

Views: 153, Votes: 1, Responses: 0, Attachments: 2
AAPL

+65 pts



$AAPL - JP Morgan lowers iPhone volume estimates after checks point to weaker demand in China

By mooreideas on Feb. 25, 2021, 11:25 a.m.
Tagged topics: analyst checks , China , 5G iPhone cycle , iPhone shipments , analyst lowers estimates , JP Morgan

Views: 305, Votes: 1, Responses: 0, Attachments: 7
AAPL

+40 pts



Thank You

By da.murillocontreras on Feb. 7, 2021, 3:58 a.m.
Tagged topics: 5G iPhone cycle , conservative guidance , earnings beat , post earnings

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AAPL

+44 pts



$AAPL - analysts see 5G iPhone super cycle gaining momentum, both bulls and bears raise targets despite lack of formal guidance for FQ2

By mooreideas on Jan. 28, 2021, 11:23 a.m.
Tagged topics: 5G iPhone cycle , conservative guidance , earnings beat , post earnings

Views: 159, Votes: 3, Responses: 1, Attachments: 84
AAPL

+35 pts



$AAPL - RBC adds to the list of analysts calling for a strong quarter tomorrow, citing data indicating robust demand for the new iPhones

By mooreideas on Jan. 26, 2021, 2:36 p.m.
Tagged topics: street expectations , 5G iPhone cycle , earnings preview , RBC

Views: 197, Votes: 1, Responses: 0, Attachments: 13
AAPL

+38 pts



$AAPL - Jefferies checks confirm strong consumer preference for higher end iPhone 12 models over the mini, says no iPhone SE in Mar and expects 4 models of 'iPhone 13' this year

By phenphen on Jan. 25, 2021, 10:31 a.m.
Tagged topics: analyst checks , 5G iPhone cycle , Jefferies , iPhone 13

Views: 190, Votes: 2, Responses: 0, Attachments: 4
AAPL

+35 pts



$AAPL - very good signs...Jefferies data shows Apple tracking toward 'a record iPhone quarter' driven by 5G and an aging installed base, well above current estimates

By josiebe on Dec. 18, 2020, 10:32 a.m.
Tagged topics: buying opportunity , analyst checks , 5G iPhone cycle , holiday shopping

Views: 310, Votes: 3, Responses: 0, Attachments: 28
AAPL

+30 pts



$AAPL - JP Morgan says iPhone sales strengthening in China

By josiebe on Nov. 13, 2020, 3:54 p.m.
Tagged topics: analyst checks , China , 5G iPhone cycle

Views: 106, Votes: 1, Responses: 0, Attachments: 2