Lună: Septembrie 2015

Apple CEO Tim Cook: ‘We haven’t even started yet’ – Yahoo Finance

Source: Apple CEO Tim Cook: ‘We haven’t even started yet’ – Yahoo Finance

Anunțuri

Apple – Press Info – Apple Announces Record iPhone 6s & iPhone 6s Plus Sales

13M in opening weekend, compared to 10M last year (but this time with China at launch). Also, 40 additional countries on October 9 (including Romania). Alas, just the first day of sales will count in Q4 (the rest in Q1 2016) – which is maybe why short-sighted Wall Street didn’t open 5% higher as it should.

Source: Apple – Press Info – Apple Announces Record iPhone 6s & iPhone 6s Plus Sales

Apple (AAPL) May See its Stock Price Soar With Its New Business Model – TheStreet

Apple’s (AAPL) new iPhone leasing program will provide predictable cash flows that may boost its future earnings and stock price as Wall Street re-rates the company’s shares.

Source: Apple (AAPL) May See its Stock Price Soar With Its New Business Model – TheStreet

iPhone-as-a-Service, coupled with very high customer sat, means recurring revenues which can push the AAPL multiple up significantly. Plus, Apple takes more margin by bringing the sales into their stores, and takes another part of the carriers’ business.

What the analysts are saying about the new iPhones, iPads and Apple TV – Fortune

“The product announcements were largely inline with speculation and did not seem like they could drive meaningful revenue growth. Although a slightly delayed launch of iPhone 6S (vs iPhone 6 last year) could help its unit growth in the Dec quarter. We remain concerned about tough iPhone compares for the next few quarters, which will likely keep weighing on the stock performance.” Neutral. $125.

Source: What the analysts are saying about the new iPhones, iPads and Apple TV – Fortune

This tough comparison with the great iPhone 6 cycle is what worries me too, from an investor (short term) point of view.

In the long term, they just announced a new platform which will redefine an industry with the app-enabled Apple TV.