Wall St. Weighs In on Apple's Q4 Call - MOSK: 11.04.2024
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to apples. Q for earnings. Bircher, how to wait sells a lot of apple shares, an an apple investment that is out of this world. IT is monday the four of november twenty twenty four?

I can, ray. And this is news from Michael west can brought to .

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great earnings for september and tap on guidance for this quarter. But last week's fourth quarter earnings call from apple moved, no analyst needles rating stayed, the same. Price targets stayed the same.

Apple watchers on the financial front seem to have taken the numbers in stride. Apple three, not o and parts of a number of notes in the q four calls wake Raymond James and list shrines. Peje remains optimistic about an AI driven iphone upgrade cycle in coming quarters.

This might the forecast for maple that implies slower iphone sixteen growth this quarter. Apple's hardware argument focus on privacy and overall ecosystem leave the Cooper tino company uniquely positioned to offer on device AI features. In the firms estimation rayman James has outperform rating on apple shares.

Prejuges Price target on the shares is two hundred fifty dollars. Morgan stanly analyst erik woodwind basically stated the same no movement argument I mentioned a moment ago. His note says apple september quarter results did not change much of the debate, as balls like Morgan stanly will continue to point to the potential for a major upgrade cycle starting with the iphone seventeen.

While bears will say this dog remains expensive on fiscal year twenty five numbers kind of funny while he sees apple's forecasts implying slower iphone sixteen growth since that's what the bears we're expecting anyway, he doesn't see anything that should drive apple shares lower. Morgan standing has been overweight, raining on apple shares, mister wonderings Price target on the shares with two hundred seventy three dollars. When bush analyst annual ives, like these strength he sees at the high end of the iphone line, his estimates have rapidly eighty percent of iphone demand coming from iphone sixteen pro, and iphone sixteen pro max verses about sixty five percent in the historical iphone launch.

So even if growth is slowing to low single digits, the current line is driving higher revenues. What bush has now perform rating on apple shares, mister ribs Price target on the shares is three hundred dollars. Every core analyst, aletta anna, is still hummed his stronger for a longer tune. More growth for iphone of four percent to six percent is modestly below the street expectations. He and his thing apple could see outside the both revenue and earnings per share, driven by a longer iphone cycle that could help dampen Normal seasonality in march and june.

While services unwearable ables portfolio both see a more sustained acceleration, every core has now perform rating on apple shares, mister jian alyse Price target on the shares is two hundred fifty dollars a piece from barren, pulled from a few more analysts for its piece's on uncertainty around iphone upgrades. Oh, not whether they're going to happen, but when a major upgrade cycle is coming. Maximum group analyst tom ford was among them.

According to him, IT is difficult for us to discern if we are in the early innings of an AI field. Two recycle for iphone upgrades when you coupled that with management guidance for a low single digit to mid single digital sales growth in the first quarter of the school year twenty twenty five. We believe we can say confidently that if there is a super ycl, IT is off to a very slow start.

Maxim has a hole ring on apple shares. Mister, four days Price target on the shares is two hundred fifteen dollars. And finally, following the arianne stronger for a longer train of thought, where morning star analysts William curr, when in the open hammer analyst Martin yang current things, apple intelligence will spur a return amid single digit growth for iphone revenue, but believes the impact will be drawn out over the next two fiscal years.

Meanwhile, Young says apple intelligence will have a positive impact on iphone replacement in calendar year twenty five, no posted rating or target for morning stars curr when open hymir has not perform rating on apple shares with yang's Price target on the shares two hundred fifty box. Apple shares were off three points on friday to close just under two twenty three. The of four mentioned barret peace put that down to the companies is disappointing.

December quarter guidance IT will be interesting to see what happens to apple shares today in light of news over the weekend from berkshire away. Another piece from barren says that firm sold one hundred million shares of apple in the third quarter, reducing its stake in the iphone maker to three hundred million shares. That cut of twenty five percent follows in nearly fifty percent cut in the second quarter.

What gives milburne health way? Chairman and C, E O warn buffett has not said leaving watchers two gas barrels indicates buffet may think apples not likely to grow the way I was growing when he started buying. And twenty sixteen also possible.

He wanted to rebaLance the berkshire equity porfolio. Earlier this year, shares of apple accounted for roughly forty five percent of that. You today, they make up less than twenty five percent a piece from reid's indicates that the the best feature is part of a broader retreat from stocks by bircher half way.

Meanwhile, barren points out that apple is still the firm's largest equity holding. While wall street worries over new iphone sales, apple lovers effects for an older one. Late last week, the corporate o company announced a service program for iphone fourteen plus, addressing an issue with the devices rear camera.

According to the company, apple has determined that the rear camera on a very small percentage byo one fourteen plus devices may exhibit no preview affect. The devices were manufactured between the ten of April twenty twenty three and the twenty eight, the April twenty twenty four. If your iphone fourteen plus has that problem, apple has instructions on how to see whether your device would be covered by the program.

If so, IT says apple or an apple authorize service provider will provide service free of charge. More news in the moment. But first, working today's sponsor in cogen, helping you take back your personal data.

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I N C O G N I join the huge number of people who have taken control of their personal data within cognate. Get sixty percent of an annual plan with code Michael s can and cogen dot come flash macos can. Apple intelligence isn't the only reason people might switch to iphone or upgrade node one.

Iphone satellite services are compelling and apple is investing to make them Better nine to five max. As satellite services provider global star has disclosed the expansion of bits deal with apple, the corporate no company will commit in additional one point one billion dollars for up front infrastructure prepayments to increase the capacity of satellite services. Additionally, mab will take twenty percent ownership of global star and that body deal with mouth four hundred million dollars.

Good news on tablets sales from trigger at idc. The firm issued a press release on friday showing shipment for the category up just over twenty percent for the september quarter. Iphone is still crushing IT in terms of market share, though growth was next to kill, running down the top five. Apple was first in tablet with estimated shipment at twelve point six million units in the september quarter, market share of thirty one point seven percent and growth of one point four percent. Samsung was second with shipments of seven point one million tablets, a seventeen point nine percent global market chair, and growth of eighteen point three percent.

Amazon was third with shipments of four point six million units, a market share of eleven point six percent and growth of one hundred eleven point three percent, while we was four with shipments of three point three million units, a market share of eight point two percent and growth of forty four point one percent. And the novo rounded out the top five with estimated shipments of three million tablets, a market share of seven point six percent, and grows a fourteen point seven percent. Looking at apple, specifically idc, as ipad was helped by back to school sales, particularly for ipad air.

They say the new ipad pro performed below expectations as IT is Price too high for emerging markets? As for growth for the segment as a whole, idc as the dismal al twenty twenty three market makes for easy year over year comparisons, but optimism is growing on the supply side of the industry. And finally, today, news of an interesting acquisition for apple.

Pixel matter, the maker of graphics editing software for I O S and macos, says IT has been picked up by the corporate no company, highlighting its small team, its razor sharp focus on design, ease of use and performance. Pixel metres announcement says by joining apple, it'll have the ability to reach an even wider audience and making even bigger impact on the lives of creative people around the world. Such acquisitions often lead the acquired property disappearing, its technology folded into other apple properties.

I'm looking at you dark sky and workflow or really the spaces where you used to be. Anyway, IT doesn't look like that will be the case this time, not right away at least while pixel meter has signed an agreement to be acquired by apple subject to regulatory approval, the announcement says there will be no material changes to the pixel matter pro pixel matter for IOS and photo matter apps at this time. Stay tuned for exciting updates to com. Michael s can brought to you by me and sponsored by incognito, sixty percent of an annual plan .

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com flash macos can advertising handled by backbeat media online at backbeat media dot com, you can reach me a couple of ways. Info at maco west can dot com or call seven one six seven eight zero, four zero eight zero. Until next time that is news from macs can. I can, ray.

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