Analyst talks three possible routes for future Apple TV
A dedicated Apple TV set was a hot topic at the end of 2011. So far in 2012, news on that front has been relatively quiet, but a new note by longtime Apple TV set booster and Piper Jaffray analyst Gene Munster is reigniting the discussion.
Munster offers three content scenarios for iTV, says Apple tapping ‘major TV component supplier’ for late 2012 launch
Apple television mockup by Guilherme M. Schasiepen Piper Jaffray’s resident Apple analyst Gene Munster is arguably the most vocal proponent of an integrated high-definition television set from Apple, the mythical iTV. His old predictions were picked up by the press lately thanks to that vague Apple HD TV hint in Walter Isaacson’s authorized Steve Jobs biography,...
A guide to Apple’s guidance
What to make of those pesky forward-looking statements in today's earnings report
Source: Piper Jaffray, Company reports
It used to be that traders rewarded or punished Apple's (AAPL) shares right after its earnings releases based not on the sales it reported for the past quarter, but on what the company said about the quarter to come. Apple...
How much of the school tablet market belongs to Apple?
100% according to a survey of educational technology directors conducted in October
Image: Apple Inc.
In the wake of Apple's (AAPL) iPad textbook announcement Thursday, it might be useful to take a second look at Piper Jaffray's October survey of 25 school technology directors. The sample is small, concedes Gene Munster, who conducted the survey, but so...
Piper Jaffray lowers its Mac estimate, raises its iPhone
Apple's U.S. MacBook sales came in softer than expected in December, according to NPD
MacBook Air. Photo: Apple Inc.
In a note to clients issued Tuesday, Piper Jaffray's Gene Munster offered his analysis of the NPD Group's final PC retail sales data for 2011.
The news, as he sees is, is good and bad.
Domestic Mac unit sales were...
Apple stock named top pick for 2012
If part of your Christmas gift stash includes a lot of cash, you might want to consider spending it on shares of Apple, Inc. Ticonderoga Securities has named the company's stock the 'top pick' for investors in 2012, mirroring the recommendation made ...
Piper Jaffray: iTunes Match likely breaking even for Apple
Gene Munster of Piper Jaffray believes that for all of Apple's success with iTunes Match so far, the company is probably still only breaking even on the service. Sure, $24.99 a year from all of the service's users is a lot of money flowing in, but...
Apple’s Next-Gen iTV Will Come With A6 Chip In Sizes Between 32- And 55-Inches [Report]
Ever since Jobs enigmatically said in his bio that he had “cracked” the television problem, people have been going nuts speculating… and Piper Jaffray analyst Gene Munster has gone so far as to say that the iTV will cost twice as much as a...Piper Jaffray reports on Apple’s impressive Black Friday sales
As reported by Philip Elmer-DeWitt at Fortune's Apple 2.0 column, Piper Jaffray analyst Gene crunched his Black Friday sales numbers and found that Macs and iPads were popular gifts. Munster said Apple sold about 10.1 Macs per hour and 14.8 iPad per...
iPhones and iPads top teen wish lists this Christmas
Only "money" and "clothes" scored higher in an annual pre-holiday survey
Click to enlarge.
For 22 years, Piper Jaffray researchers have been asking American teenagers what they want for Christmas, and for the past four years Apple (AAPL) products have been moving steadily up the wish lists.
All told, according to a note to clients issued Monday by...
Black Friday head count: 14.8 iPads per hour, up 68% y-to-y
Macs walked out of Apple Stores at the rate of 10.1 per hour, up 23% from 2010
Piper Jaffray's Gene Munster spent the day after Thanksgiving as he has every year since 2008: standing in an Apple (AAPL) retail store counting sales. The results are summarized in the chart at right (typo his).
His observations:
In eight hours,...Piper Jaffray: Android app revenue is 7% of iPhone’s
Apple to retain a 70%+ share of mobile app dollars, despite Android's 50%+ market share
Using data from Apple's public announcements and AndroLib (an Android app discovery tool), Piper Jaffray's Gene Munster has analyzed the mobile app market and determined that:
Since its inception, Google's (GOOG) Android Market Place has generated about 7% of the gross revenue...
