Latest ideas and analyses related to 5G iPhone cycle

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TER , AAPL

+31 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: 445, 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: 288, 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: 336, 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: 206, 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: 80, 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: 240, 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: 1, 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: 113, 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: 127, 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: 125, Votes: 2, Responses: 0, Attachments: 4