Apple (AAPL) 06 (Aug 23 - Dec 26)

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Number Of Apple Vision Pro Apps Hit By "Significant Slowdown" As Demand Plunges
https://www.zerohedge.com/technology/nu ... nd-plunges

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iPhone 16 orders cut by around 10 million units for 4Q24–1H25; no evidence yet that Apple Intelligence could boost iPhone shipments in the near term
https://x.com/mingchikuo/status/1849117028378177797


https://medium.com/@mingchikuo/iphone-1 ... c126a33bc6


Apple "Might Wind Down" Vision Pro Production Next Month Due To "Weak Demand"
https://www.zerohedge.com/technology/ap ... eak-demand

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Apple Supercharges "Friend-Shoring" In India With $6 Billion iPhone Shipment
https://www.zerohedge.com/markets/apple ... e-shipment

[winston]

not vested

The Magnificent Seven’s Fate After Election Day

by Eric Fry

Also on Thursday, Apple Inc. (AAPL) announced quarterly earnings of $94.93 billion in revenue and $1.64 earnings per share.

While beating Wall Street expectations there, the company’s net income took a hit from a one-time European tax decision.

iPhone sales surged 6%, with CEO Tim Cook stating that iPhone 15 sales were “stronger than 14 in the year-ago quarter, and 16 was stronger than 15.”

With the new iOS 18 update, the iPhone 16 continues Apple’s AI efforts with “Apple Intelligence,” which includes Writing Tools among its suite of AI-powered features.

Source: Smart Money

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How $AAPL makes money
https://x.com/Mayhem4Markets/status/1852125017125065051

[winston]

not vested

Apple Inc - Stock Analyst Research
Target Price* 235

Apple Inc. – iPhone strength with Apple Intelligence rollout

4Q24 revenue was within our expectations, while PATMI missed due to a one-time income tax expense of US$10.2bn to the Irish government.

FY24 revenue/PATMI were at 97%/92% of our FY24e forecasts.

iPhone growth of 6% YoY and Services growth of 12% YoY were the standout.

The iPhone 16 series is benefiting from growing interest in Apple Intelligence, which began a gradual rollout this Oct.

Sales increased across all regions except China, where local competition continues to weigh on performance.

iPad/Mac/Wearables remain muted, with ongoing weakness expected into 1Q25e.

Our FY25e forecast remains unchanged. We roll over another year of valuations and upgrade our recommendation from NEUTRAL to ACCUMULATE with a raised DCF target price of US$235 (prev. US$215), with a WACC of 6.5% and a terminal growth rate of 3%.

The gradual rollout of Apple Intelligence may take time, but we are confident it will positively impact the iPhone replacement cycle in FY25 and FY26.

Source: Phillips

https://www.poems.com.sg/stock-research/AAPL/

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How profitable is $AAPL?
https://x.com/Mayhem4Markets/status/1857879134493388842

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AI-Fueled iPhone Sales Drop During World's Biggest Shopping Holiday In China
https://www.zerohedge.com/technology/ai ... iday-china

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Apple Releases Urgent iPhone Security Updates, Warns Hackers May Be Exploiting Vulnerabilities
https://www.zerohedge.com/technology/ap ... exploiting

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AI Fails To Spark Upgrade Supercycle For Apple
https://www.zerohedge.com/markets/ai-fa ... ycle-apple