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Channel: AllThingsD » Walter Piecyk
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How a Free OS Will Pay Off for Apple

For Apple, offering its new OS X Mavericks operating system to Mac users for free isn’t a new idea, but a return to an old one. Back in the day, the company regularly issued OS updates at no charge,...

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With Two New Models, How Many iPhones Can Apple Sell in a Weekend?

The iPhone 3GS sold more than one million units during its first weekend at market. The iPhone 4 sold more than 1.7 million. The iPhone 4S sold more than four million, and the iPhone 5 more than five...

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Has Apple Hit a Wall in China?

When Apple reported earnings for its second fiscal quarter back in April, CEO Tim Cook touted the period as the company’s “best quarter ever in Greater China,” and celebrated the eight percent growth...

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Apple's Guidance Implies New iPhone in September

Martin HajekTim Cook said Apple has some great stuff coming “in the fall, and across all of 2014.” But when, exactly, can we expect it? The company’s latest earnings guidance may offer a clue. For its...

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Palm Pre Customers Apparently as Constrained as Palm Pre Supply [Updated]

“We still have a backlog of subscribers but it’s not unmanageable and we get shipments every week. We’ll be short for a while but we’re catching up.” – Sprint Nextel CFO Bob Brust, June 24, 2009 [This...

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Slowing Palm Pre Sales Actually Not Slowing

Are sales of the Pre slowing or not? Without official numbers from Palm or Sprint, it’s nearly impossible to tell. But that hasn’t stopped analysts from taking a stab at it. Earlier this week, Pali...

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Apple Dividend: Bad Earnings Band-Aid or Good Earnings Accelerant

March 19, the first anniversary of Apple’s 2012 dividend announcement, came and went without remark from the company, let alone the 56 percent increase in that dividend some analysts were predicting....

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Will Apple Celebrate Dividend's Anniversary With a Gift for Shareholders?

Tomorrow will be the first anniversary of the announcement of Apple’s quarterly dividend and accompanying share buyback plan. And today, on its eve, the company’s stock is rising on speculation that it...

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Why Build a Cheaper iPhone? Because It's Stupid Not To.

Apple needs to finish up development of the low-cost iPhone it has been working on for the past few years, and bring the device to market now. Because to do otherwise is utterly illogical. There’s...

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Leap iPhone Sales More of a Worrisome Hop

“Sales of Apple devices were pretty good in the fourth quarter, actually. … We are not concerned about … meeting the Apple commitment. We think that’s going to be fine.” – Leap Wireless COO Jerry...

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Apple Needs an Old-School Beat

There are plenty of people who claim to know what kind of financials to expect from Apple when it reports earnings this afternoon, but the truth is, no one has any idea. Analyst estimates for Apple’s...

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Place Your iPad Mini Bets

It’s the first day of sales for a new Apple product, so that means lines, coverage of lines*, comparison of today’s lines to other lines, etc. Also: Sales guesses! So, how many iPad minis will Apple...

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MetroPCS Is Off the Table. What Now, Sprint?

With its acquisition of MetroPCS, T-Mobile and its parent, Deutsche Telekom, have taken out one tough rival and put the competitive screws to another: Sprint. Earlier this year, Sprint was poised to...

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Contracts With Apple Should Blunt Any Carrier Pushback on iPhone Subsidies

The possibility of a decline in carrier subsidies for Apple’s iPhone has been top of mind for investors recently, and partially responsible for the tumultuous few weeks the company’s shares have...

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Analyst Cuts Apple Rating on Prospect of iPhone Subsidy Revolt

Now here are two words you don’t often see in the same sentence: Apple and downgrade. Yet here they are in a note from BTIG Research’s Walter Piecyk, who this morning cut his rating on the company’s...

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30 Million iPhones Sold in Apple's First Quarter? Try 35 Million.

Expect some big numbers from Apple when it next reports earnings, on Tuesday, Jan. 24. And some especially large iPhone numbers. On Wednesday, Verizon CFO Fran Shammo said Verizon Wireless sold 4.2...

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Betcha Apple Sold a Lot of iPhones This Quarter

AT&T’s announcement Wednesday that it is on track to sell a record number of smartphones this quarter has inspired some analysts to reaffirm their iPhone forecasts and others to raise them....

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iPhone 5 Supply Chain on High Alert as October Launch Looms

Apple’s manufacturing partners are ramping up production of the company’s forthcoming iPhone 5 in preparation for its October launch. Supply chain sources tell Taiwanese trade mag DigiTimes that...

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Apple Q4 iPhone Sales: Is 30 Million in Reach?

With a new iPhone expected in October, Apple is poised to reap record sales of the device in its December quarter — far beyond some of Wall Street’s more aggressive estimates. How far? BTIG analyst...

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IPads Perform Better on Wi-Fi Than 4G?

IPad owners living in a Clearwire 4G wireless zone and considering purchasing one of the company’s new iSpot base stations to enhance the device’s connectivity may want to hold off. Because according...

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