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Topic: Rosenblatt

Analysts impressed with Services & iPhone 11 pricing, less on iPhone 11 Pro

09/11/2019, 08:09 am

Analysts are weighing in on Tuesday's "It's Innovation Only" iPhone 11 launch event, with positive sentiment from industry watchers over the pricing of Apple TV+ and Apple Arcade accompanying the largely-expected iPhone upgrades.

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Apple's 2019 iPhone build orders similar in volume to last year

09/03/2019, 08:09 am

Apple is staying relatively conservative with production of its 2019 iPhones, analysts suggest, with the overall number of units ordered from its assembly partners thought not to be that much higher than what the company requested for 2018's releases.

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Analysts upbeat on Apple results with strong Services and Wearables

07/31/2019, 08:07 am

Following the announcement of Apple's record-setting June quarter revenue of $53.8 billion, analysts have been quick to pass judgment on the iPhone maker's fortunes, with Apple exceeding expectations but still with some trepidation present for the fourth quarter results ahead of an anticipated high-performing 2020.

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Rosenblatt downgrades Apple to 'sell' on middling iPhone sales

07/08/2019, 08:07 am

Analysts at Rosenblatt Securities have changed their tune about Apple's stock, downgrading it to 'sell' over the belief it will face 'fundamental deterioration" for the next year, as well as predicting disappointing iPhone sales for the second half of 2019.

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Apple cutting older iPhone production, 2019 iPhone schedule on track says supply chain report

05/29/2019, 07:05 am

Apple will be making cuts to production for its older iPhone models in the third quarter, Rosenblatt Securities predicts, but while the 2019 iPhone manufacturing effort is thought to be on schedule, the analysts don't believe market share will be maintained in China due to the turbulent trade relations with the United States.

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Analysts positive on Apple's results, seeing signs of iPhone demand recovery

05/01/2019, 09:05 am

Analysts are weighing in on Apple's quarterly financial results the morning after its release, with generally favorable impressions of iPhone shipments better than anticipated and the growth of Services.

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What to expect from Apple's second quarter earnings report on Tuesday evening

04/29/2019, 08:04 am

Apple's March-quarter financial results are set to be released on Tuesday, and all eyes are on what Apple will say -- or won't say -- about iPhone sales volumes. Here's what observers of the iPhone maker anticipate Apple will reveal.

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Apple's Chinese price cuts provided only temporary sales improvement

02/19/2019, 08:02 am

Apple's attempts to boost its iPhone sales in China via price cuts offered only a temporary effect, according to Rosenblatt Securities, with post Chinese New Year sales reportedly seeing little in the way of improvement in a depressed smartphone market.

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iPhone XR production cuts suspected based on questionably weak demand, component quality issues

11/07/2018, 07:11 am

Rosenblatt Securities' Jun Zhang has jumped on reports that Apple is allegedly reducing production of the iPhone XR within weeks of its release, warning of further production cuts and possible supply issues over the quality of printed circuit boards.

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Analyst fears over iPhone XR shipments, future sales figures prompt AAPL sell-off

11/05/2018, 10:11 am

Apple's stock price has taken a beating during early Monday trading, after analysts from two investment firms downgraded the iPhone producer following the latest quarterly results release, with analysts pessimistic on shipment figures and the lack of data going forward.

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J.P. Morgan, Rosenblatt upbeat on Apple following launch of new Macs and iPad Pros

10/31/2018, 08:10 am

Analysts have offered more opinions on Tuesday's Apple special event, with J.P. Morgan and Rosenblatt Securities issuing generally positive notes to investors about the refreshed MacBook Air and Mac mini, but were more enthused about the prospects of the new iPad Pro.

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Bearish analyst fears weak iPhone XS & iPhone XR sales, but still expects ASP to climb

10/22/2018, 09:10 am

Preorders for the iPhone XR are better than the equivalents for the iPhone XS and iPhone XS Max, according to Rosenblatt Securities' Jun Zhang, but that hasn't stopped the analyst from reducing expectations for the value-oriented iPhone release.

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iPhone XS and XS Max sales are 'weak' says historically bearish Apple analyst

09/24/2018, 09:09 am

Rosenblatt Securities' Jun Zhang, who was perhaps the leading skeptic of the iPhone X and stuck with that bearish outlook even as it was clear the 2017 phone was a hit, weighs in again on iPhone XS and XS Max, with the same take.

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Bogus hot takes about low iPhone X demand being repeated about iPhone XS

09/18/2018, 11:09 am

Financial blogs are taking seriously an early claim by a Rosenblatt Securities analyst who says he's discovered that preorders of Apple's new iPhone XS and XS Max were "weaker compared to iPhone X preorders" a year ago. Reports have failed to note, however, that analyst Jun Zhang was wrong last year, too.

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'iPhone 8s' could bring back iPhone 5c color options in the fall, says analyst

05/14/2018, 11:05 am

Apple could release brightly-colored versions of the iPhone as part of this year's fall refresh, suggests investment firm Rosenblatt Securities, reviving the color scheme used in the iPhone 5c in an attempt to make an LCD-equipped model more distinct from the versions using an OLED display.

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Fall LCD iPhone could be $200 cheaper than OLED counterparts, says analyst

04/24/2018, 08:04 am

The next generation of iPhones will start production in August, according to a supply chain report from investment firm Rosenblatt Securities, with Apple expected to offer an LCD version of the smartphone at around $200 below the cost of the OLED models shipping at the same time.

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Wall Street wowed by iPhone X performance, but cools off on expectations of an Apple 'super cycle'

02/02/2018, 01:02 pm

Apple delivered record revenue in its holiday quarter, but went about it in a way different than investors expected, leaving analysts to rethink their so-called "super cycle" predictions for iPhone X unit sales growth. But with the average selling price of new iPhones soaring to unexpected highs, analysts remain bullish on the company's prospects in the months to come.

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Rosenblatt Securities disputes iPhone X order cut rumors, says no changes in Apple's plans

12/26/2017, 12:12 pm

Contrary to supply chain speculation, production of the iPhone X remains right on schedule, according to investment firm Rosenblatt Securities, which also has seen evidence that sales are accelerating in China.

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Bearish analyst pushes new & unlikely reason for OLED 'iPhone 8' delay, suggests October launch

09/08/2017, 01:09 pm

An analyst who is notoriously bearish on Apple stock is pushing a new claim that that metal casing issues in the fabrication process of the "iPhone 8" are causing a problem, and claims it could be the source of a possible delay in shipping the OLED device.

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Wall Street expects Apple's 'iPhone 8' to launch as soon as September based on quarterly guidance

08/02/2017, 12:08 pm

Apple's forecast for its next fiscal quarter was particularly strong, leading market watchers to believe that, in addition to the next-gen "iPhone 7s," the much anticipated "iPhone 8" could be on sale at the tail end of the September quarter in limited quantities, or at the very least in early October.

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