Latest ideas and analyses related to iPhone 13

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AAPL

+31 pts



$AAPL - lead times indicate strong demand for higher end models of #iPhone13 across all major regions

By cassie on Sept. 21, 2021, 5:08 p.m.
Tagged topics: analyst checks , lead times , Raymond James , strong demand , iPhone 13

Views: 344, Votes: 1, Responses: 0, Attachments: 2
AAPL

+31 pts



$AAPL - iPhone Availability Tracker: 13 Series Makes a Great Start Out of the Gate, Particularly with 13 Pro/Max

By underdog on Sept. 20, 2021, 11:53 p.m.
Tagged topics: analyst checks , JP Morgan , strong demand , iPhone 13 , iPhone upgrade cycle

Views: 14, Votes: 1, Responses: 0, Attachments: 2
AAPL , JD

+31 pts



$AAPL - Jefferies says strong initial sales of #iPhone13 in China is driven by lower effective ASP and promos

By mooreideas on Sept. 20, 2021, 11:51 a.m.
Tagged topics: China , ASP , iPhone 13 , Apple Care

Views: 252, Votes: 1, Responses: 0, Attachments: 2
QCOM , MU , CRUS

+34 pts



Barclays says #iPhone13 was a disappointment for $QCOM, but a positive surprise for $MU / Memory

By bbern3 on Sept. 15, 2021, 11:25 a.m.
Tagged topics: Barclays , semiconductors , iPhone 13

Views: 211, Votes: 3, Responses: 0, Attachments: 2
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: 167, Votes: 1, Responses: 0, Attachments: 2
AAPL

+30 pts



$AAPL - Needham explains Apple's strategy is 'Collecting Fandom' to lower cost of acquisition and churn

By mooreideas on Sept. 14, 2021, 5:55 p.m.
Tagged topics: Apple Watch , Needham , iPhone 13 , Apple fans

Views: 127, Votes: 1, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - Piper Sandler data indicates only 6% of Americans plan to buy/upgrade to #iPhone13, but expects interest to grow

By mooreideas on Sept. 9, 2021, 11:59 a.m.
Tagged topics: analyst checks , analyst raises target , Piper Sandler , iPhone 13

Views: 175, Votes: 3, 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: 468, Votes: 2, Responses: 0, Attachments: 2
AAPL

+33 pts



$AAPL - JP Morgan data indicate resilient demand for iPhone 12 despite iPhone 13 launch in September

By mooreideas on Aug. 23, 2021, 3:59 p.m.
Tagged topics: analyst checks , JP Morgan , iPhone 13 , iPhone upgrade cycle

Views: 1903, Votes: 3, Responses: 0, Attachments: 2
AAPL

+33 pts



$AAPL - JP Morgan raises iPhone estimates, see upside from upgrades and switchers to cheaper 5G SE model

By mooreideas on Aug. 19, 2021, 12:06 p.m.
Tagged topics: analyst raises estimates , analyst raises target , JP Morgan , iPhone 13 , iPhone upgrade cycle

Views: 283, Votes: 1, Responses: 0, Attachments: 2