Apple Store sales see-saw wildly
Revenues soared 95.2% last quarter. In 2009, they fell sharply. Charlie Wolf explains. No Wall Street analyst follows Apple's (AAPL) retail operations more closely than Needham's Charlie Wolf, who has been using quarterly in-store sales as a metric for how well the Apple Stores are doing in general. But you can sense his frustration in...
iPhone could be the financial survivor in Android and Windows Phone 7 war
Needham & Company analyst Charlie Wolf believes that the iPhone could emerge as the big survivor as Android and Windows Phone 7 battle it out in a race to the bottom. Wolf expects that Google and Microsoft will be battling aggressively to keep ph...
A smartphone race to the bottom
In a turf war between Android and Windows Phone 7, Apple's iPhone could be the winner "The major event in the [past] quarter," writes Needham's Charlie Wolf in a note to clients issued Friday, "was the successful launch of Windows Phone 7, Microsoft's new smartphone operating system." With so much at stake, he expects Microsoft...
Mac shipments outpace market 3 to 1
In sales to business, the Mac's year-to-year growth last quarter was nearly eight times faster Needham's Charlie Wolf found lots of good news for Apple (AAPL) in IDC's report on the state of the worldwide PC market for Q3 2010. That's because his report to clients issued Tuesday never mentioned that the Mac's share of...
$44 million for Mr. Genius Bar
Another big payday for Apple's senior vice president for retail Ron Johnson, the man Steve Jobs hired from Target (TGT) to create the Apple Store -- and who famously persuaded his boss, over Jobs' initial objections, to include a Genius Bar -- has joined the string of top Apple (AAPL) executives taking advantage of the...
Analysts weigh in on the new Apple TV
Steve Jobs' latest iteration of the set-top box gets mixed-positive reviews on Wall Street Piper Jaffray's Gene Munster: We see the new Apple TV as a meaningful change in Apple's efforts in the digital living room. The addition of new content, such as Netflix, in combination with the $99 price (down from $229), will drive...
Charlie Wolf: How the Mac roared back
Needham & Co.'s senior analyst explains how Apple outgrew the PC market seven fold
Needham's Charlie Wolf was as surprised as anyone when Apple (AAPL) reported that it had sold a record 3.05 million Macintosh computers in its fiscal fourth quarter — a 16.4% increase compared with just 2.3% growth in the PC market.
The estimate Wolf...
