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Apple Inc. (AAPL) Apple Event Call (Transcript)
Seeking Alpha· 2025-09-11 13:01
Core Perspective - The company emphasizes that design is fundamental to its identity, influencing both aesthetics and functionality of products [1][2] Product Innovations - AirPods are highlighted as the best and most popular headphones globally, known for their iconic design and groundbreaking sound quality [2] - The introduction of AirPods Pro last fall marked a significant advancement with the world's first end-to-end hearing health experience [3] - The company is set to announce major updates for AirPods and Apple Watch, alongside significant advancements for the iPhone [2]
Apple's stock is stuck in a rut. Why this bull just threw in the towel.
MarketWatch· 2025-09-11 12:59
D.A. Davidson says Apple "was either caught off-guard by AI or is genuinely facing innovator's dilemma and cannot innovate.†Either way, it's a problem for the stock. ...
U.S. Stocks May Lack Direction As Traders Digest Latest Data
RTTNews· 2025-09-11 12:53
With traders digesting the latest U.S. economic data, stocks may show a lack of direction in early trading on Thursday. The major index futures are currently pointing to a roughly flat open for the , with the S&P 500 futures up by less than a tenth of a percent.The futures had been pointing a modestly higher open for the markets but gave back ground following the release of separate reports on consumer price inflation and weekly jobless claims.A closely watched Labor Department report showed U.S. consumer ...
Apple's rating cut at D.A. Davidson after product announcements leave analysts 'uninspired'
Seeking Alpha· 2025-09-11 12:30
D.A. Davidson downgraded Apple's (NASDAQ:AAPL) rating to Neutral from Buy but maintained its $250 price target on the stock. Shares of Apple were largely flat but in the green premarket on Thursday. "While we were initially excited about the prospects ...
苹果公司 - 比我们预期的更 “令人惊叹”
2025-09-11 12:11
Summary of Apple, Inc. Conference Call Company Overview - **Company**: Apple, Inc. - **Industry**: IT Hardware - **Market Capitalization**: $3,492,254 million [4] - **Stock Rating**: Overweight [4] - **Price Target**: $240.00 [4] - **Current Share Price (as of Sep 9, 2025)**: $234.35 [4] Key Points from the Conference Call Product Launch Insights - The launch of the iPhone 17 family, including the new "Air" model, exceeded expectations with improved affordability year-over-year (Y/Y) [2][3] - iPhone 17 pricing aligns with forecasts, with a starting price of $799 for the base model, which now includes 256GB of storage instead of 128GB [3][19] - The iPhone 17 Pro Max introduces a new 2TB storage option priced at $1,999, which was not anticipated prior to the launch [3] Pricing Strategy - Apple eliminated the low-end storage SKU (128GB) across the iPhone 17 lineup, effectively increasing average selling prices (ASPs) without direct price hikes [3] - The iPhone 17 family is expected to account for 66% of FY26 iPhone shipments, remaining flat Y/Y [16] Trade-In Values and Carrier Promotions - Median trade-in values for iPhones increased by 5% Y/Y to $200, driven by higher values for the iPhone 16 models [8][23] - US carriers are offering more aggressive discounts for premium models, with discounts up to $1,100 for the iPhone 17 Pro/Pro Max, compared to $830-$1,000 last year [8] Consumer Reception and Market Dynamics - The iPhone Air model, at 5.6mm thin with a 6.5" display, is expected to attract consumers, particularly due to its camera capabilities and durability [9] - Despite the positive reception of the iPhone Air, it may not perform well in China due to eSIM restrictions [9] Future Expectations and Catalysts - iPhone 17 pre-orders begin on Friday, with early tracking of pre-order and lead time data expected [13] - Anticipated revisions to iPhone builds will occur in early-to-mid October based on sell-through feedback, with expectations for flat Y/Y builds at 80-85 million units [13] - Upcoming September quarter earnings in late October will provide insights into holiday demand expectations [13] Financial Projections - EPS estimates for FY26 are projected at $8.00, with a P/E ratio decreasing from 34.5 in FY25 to 29.3 in FY26 [4][5] - Dividend yield is expected to remain stable at 0.4% for FY25 and FY26 [4] Product Comparisons - The AirPods Pro 3 offers significant upgrades over the previous generation, including better battery life and enhanced active noise cancellation [9] - The new Apple Watch models did not present compelling upgrades compared to previous versions, potentially affecting upgrade rates [12] Additional Observations - The overall sentiment from the product launch was a slight positive surprise, setting up favorable conditions for Apple through year-end, which is atypical of historical seasonality [2][3] - The combination of higher trade-in values and aggressive carrier promotions is expected to positively impact iPhone upgrade rates, particularly in the US market [8]
苹果公司- 2025 年 9 月 “令人惊叹” 活动回顾 - 新 iPhone 17 系列及 Air 系列、手表和 AirPods Pro 3
2025-09-11 12:11
AAPL 12m Price Target: $266.00 Price: $234.35 Upside: 13.5% We tuned into Apple's Special Event "Awe Dropping" on September 9th, 2025, where AAPL announced its new iPhone lineup (17, 17 Pro, 17 Pro Max, and Air model), updated Apple Watches (Series 11, Ultra 3, and SE 3), and AirPods Pro 3. Overall, key product feature announcements (debut of thinner iPhone Air model, larger display for 17 base model, new A19-series chips, improved front camera) were largely as expected, and should drive continued strength ...
EchoStar Announces Presentation on Company's Strategic Pivot at World Space Business Week in Paris
Prnewswire· 2025-09-11 12:02
Accessibility StatementSkip Navigation ENGLEWOOD, Colo., Sept. 11, 2025 /PRNewswire/ -- EchoStar Corporation (NASDAQ: SATS) will host a meeting to discuss the company's new focus on Monday, September 15, 2025, at 10 a.m. Central European Summer Time at World Space Business Week in Paris. The meeting will be broadcast live and may be accessed on EchoStar's Investor Relations website at https://ir.echostar.com/investors. A replay of the webcast will be available on the Company's Investor Relations website the ...
Apple draws Hollywood talent, Emmy recognition with creative risks
Reuters· 2025-09-11 10:08
Core Point - Apple is poised for significant recognition at the upcoming Emmy Awards, nearly six years after the launch of its streaming service, Apple TV+ [1] Group 1 - Apple made its Hollywood debut with the launch of Apple TV+ [1] - The company is now positioned for primetime glory at the Emmy Awards [1]
Apple growers in Indian Kashmir face crippling losses from floods, road closures
Reuters· 2025-09-11 09:30
Apple growers in Indian Kashmir are staring at huge losses this year as floods and highway closures disrupt the peak harvest season, enmeshing growers and truckers in uncertainty, farmers and industry officials say. ...
Apple vs. Microsoft: Which AI Stock Is the Better Buy Right Now?
The Motley Fool· 2025-09-11 09:20
A look at which of these longtime rivals is a better choice for an AI-driven future.Apple (AAPL -3.17%) and Microsoft (MSFT 0.35%) are the second-largest and third-largest stocks, respectively, as measured by market cap.For years, both companies competed to claim the world's largest market cap. However, both companies have struggled in the realm of artificial intelligence (AI), allowing Nvidia to recently capture the No. 1 spot. Apple's iPhone has largely failed to spawn an AI-driven upgrade cycle, while Mi ...