Latest ideas and analyses related to iPhone 12

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

+34 pts



$AAPL - JP Morgan data indicate 'resilient iPhone 12 sales share' with telco promotions driving upgrades

By mooreideas on June 18, 2021, 2 p.m.
Tagged topics: analyst checks , iPhone 12 , market share gains , carrier promos , JP Morgan

Views: 195, Votes: 4, Responses: 0, Attachments: 3
AAPL

+37 pts



$AAPL - Morgan Stanley's detailed data tracking suggests Apple is set for a strong Q4 driven by App Store and iPhone 12

By josiebe on Jan. 6, 2021, 12:21 p.m.
Tagged topics: analyst checks , App Store , iPhone 12 , Morgan Stanley

Views: 262, Votes: 4, Responses: 0, Attachments: 55
AAPL

+35 pts



$AAPL - JP Morgan data indicates iPhone 12 wait times eased significantly after Christmas, but 12 Pro still a 20 day wait on average

By josiebe on Dec. 31, 2020, 1:52 p.m.
Tagged topics: analyst checks , iPhone 12 , wait times , iPhone 12 Pro , JP Morgan

Views: 175, Votes: 1, Responses: 0, Attachments: 2
AAPL

+40 pts



$AAPL - Raymond James checks suggest F'Q2 iPhone revenue tracking ~$10bn ahead of expectations driven by strong demand for iPhone 12 Pro and Pro Max, but less demand for lower end iPhone 12

By josiebe on Dec. 4, 2020, 11:37 a.m.
Tagged topics: analyst checks , iPhone 12 , iPhone 12 Pro , supply chain data , iPhone 12 Pro Max

Views: 258, Votes: 1, Responses: 0, Attachments: 4
AAPL

+30 pts



$AAPL - JP Morgan data shows iPhone 12 and 12 Pro sales tracking better than iPhone 11, shorter wait times due to better supply

By josiebe on Nov. 13, 2020, 11:59 a.m.
Tagged topics: analyst checks , iPhone 12 , iPhone 12 Pro , lead times

Views: 128, Votes: 2, Responses: 0, Attachments: 3
AAPL

+30 pts



$AAPL - Goldman sees downside risk to F'Q4 due to late iPhone launch, believes 2021 expectations too high

By josiebe on Oct. 29, 2020, 6:14 a.m.
Tagged topics: street expectations , analyst checks , iPhone 12

Views: 114, Votes: 1, Responses: 0, Attachments: 5
AAPL

+31 pts



$AAPL - Piper Sandler raises estimates on heavy carrier promos on iPhone 12

By bbern3 on Oct. 22, 2020, 9:47 a.m.
Tagged topics: 5G iPhone cycle , iPhone 12 , carrier promos

Views: 129, Votes: 2, Responses: 0, Attachments: 17
AAPL

+32 pts



$AAPL - Credit Suisse data tracking indicates iPhone 12 wait times similar to iPhone 11 cycle

By bbern3 on Oct. 19, 2020, 5:44 p.m.
Tagged topics: upgrade cycle , iPhone 12 , wait times

Views: 120, Votes: 2, Responses: 0, Attachments: 5
AAPL

+30 pts



$AAPL - summary of Street reactions to launch of iPhone 12; features as expected, but pricing and carrier promos impress

By ethonomics on Oct. 14, 2020, 7:40 a.m.
Tagged topics: analyst checks , 5G iPhone , iPhone 12

Views: 115, Votes: 1, Responses: 0, Attachments: 11
AAPL , QCOM

+31 pts



Analyst checks indicate no delays for 5G mmWave "iPhone 12", contrary to rumors

By labjordan on Jan. 17, 2020, 11:10 a.m.
Tagged topics: analyst checks , China , mmWave , iPhone 12 , BOM , production delays , cost advantage

Views: 406, Votes: 1, Responses: 0, Attachments: 0