"We are now forecasting F2Q revenues to come in ahead of guidance (5.5% y/y revenue growth vs. guidance for low-to-mid single-digit increase)." — Analyst Samik Chatterjee
Read More J.P. Morgan sees 'better than feared' fiscal Q2 for Apple
"February tracks below seasonal, however above seasonal January keeps F2Q25 on track." — Analyst Samik Chatterjee
Read More J.P. Morgan: Apple's App Store revenue fell 10% last month
"As a reminder, Samsung is partnering with Baidu for AI features in China." — Analyst Samik Chatterjee
"Apple remains one of the most favored Edge AI ecosystems to participate in the adoption of Edge AI with its broad presence across smartphones, PCs, and potentially more intelligent Smart Home devices in the future." — Analyst Samik Chatterjee
"As it relates to Apple, iPhone shipments in 4Q24 tracked largely in line with consensus, setting up the shares well into the upcoming earnings print." — Analyst Samik Chatterjee
Read More J.P. Morgan: iPhone Tracks In-Line With Expectations
"Revenue trends in October and November were modestly ahead of seasonality, while December revenue trends were softer than seasonal." — Analyst Samik Chatterjee
"Earnings forecasts to look materially different without AI but see limited downside to volumes at the same time." — Analyst Samik Chatterjee
Read More J. P. Morgan is bullish on Apple with or without AI
"We view the latest monthly revenue trends for the App Store as supportive of the robust forecasts for Apple’s Service revenue for F1Q25." — Analyst Samik Chatterjee
Read More J.P. Morgan: Apple App Store revenue grew 15% in October
"Sell-through for iPhone 16 series started off slower than iPhone 15, and while momentum has improved in recent weeks, the magnitude of the improvement is still putting volumes modestly below last year." — Analyst Samik Chatterjee
Read More Apple: J.P. Morgan expects a balance of F4Q beat and F1Q shortfall
"Delivery lead times moderated less than typical for Pro Max models relative to prior product cycles, increasingly corroborating our view of the initial weakness being an aberration." — Analyst Samik Chatterjee
Read More J.P. Morgan: Initial iPhone 16 weakness is starting to look like an 'aberration'
11 Comments