In terms of revenue per sq. ft., think Tiffany's (its nearest rival) multiplied nearly threefold
iPhone 4S launch in Beijing. Photo by Feng Li/Getty Images
Apple Stores are always busy places, but they tend to go crazy when a major new product is launched. With the arrival of the iPhone 4S, writes Needham's Charlie Wolf in his...
Goldman Sachs, Needham and Hudson Square Research issue new notes
Setting a new intraday high
You can tell you're getting close to an Apple (AAPL) earnings report when the analysts start dusting off their spreadsheets and issuing new estimates. At least three came in on Monday.
Needham's Charlie Wolf made the biggest adjustment, hiking his earnings estimate to...Charlie Wolf invokes "Diffusion of Innovations" in raising his Apple price target to $540
Photo: University of Nebraska - Lincoln
In Everett Rogers' classic text on how innovations percolate through societies, he describes how hybrid corn, despite 20% higher yield and resistance to drought, took two decades to become ubiquitous in the farms of Iowa. High-tech innovations...
Mean analyst estimate: 7.9 million. The amateurs, as usual, are more bullish than the pros
Source: Company reports, Apple 2.0
Apple (AAPL) is scheduled to report its fiscal third quarter earnings on July 19, a week from today, and in preparation for our quarterly earnings smackdown we've been gathering estimates from the small army of analysts --...
After the Verizon iPhone launched in the U.S., Android suffered its first quarterly decline
Click to enlarge. Source: Needham & Co.
The chart at right, taken from a note Needham's Charlie Wolf sent to clients Monday, could be labeled "The Verizon iPhone Effect."
Using IDC data, Wolf shows Apple's (AAPL) share of the U.S. smartphone market gaining 12.3...
It's no accident RIM has had to slash its guidance and cut its workforce
Click to enlarge. Source: Needham & Co.
The analysts were all over Research in Motion (RIMM) Friday after the company issued sharply lower guidance for 2012 and warned of forthcoming layoffs. See, for example, Barron's take here.
Most recognized the role Apple (AAPL)'s iPhone...
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