AT&T Earnings Expected to Be Better Than Expected
AT&T reports third-quarter earnings Thursday and by most accounts, they should be strong enough, thanks to the sheer size of the company’s footprint and, of course, its exclusive carrier rights to...
View ArticleAT&T Ranked Last in Consumer Reports' Best Cellphone Service Survey
The annual survey of wireless customer satisfaction from Consumer Reports hits the streets this week and it doesn’t have much good to say about AT&T. In a canvass of more than 50,000 readers...
View ArticleSprint Undervalued by as Much as 50 Percent? Keep Dreaming…
If Sprint, as Barron’s recently claimed, deserves more respect on Wall Street, it’s not going to find it at Pali Research, which clearly does not see the same 50 percent upside potential in the...
View ArticleVerizon Wireless: 30 Percent Cut to Voice, 50 Percent Increase to Data
As expected, Verizon Wireless rolled out some new wireless pricing plans this morning, promising “simple, affordable convenience.” And the carrier does provide that if you’re a feature phone user with...
View ArticlePalm Handsets Priced to Pwn
Remarking on slowing sales of the Pre in August 2009, Pali Research analyst Walter Piecyk suggested that Palm (PALM) and Sprint (S), its sole carrier partner at the time, would be wise to drop the...
View ArticleAttention, Wal-Mart Shoppers: iPhone 3GS Clearance Sale in Aisle Nine
With two weeks to go before Apple’s annual Worldwide Developers Conference and the presumed debut of the company’s next-generation iPhone, Wal-Mart is dropping the price of the entry-level iPhone 3GS...
View ArticleNow at Sprint–66 Percent Markdown on Initial EVO Sales Figures
Sprint’s new HTC EVO 4G smartphone is a big seller–just not quite as big as the company first claimed. Last week, the carrier claimed the EVO was its fastest-selling device ever, moving more than three...
View ArticleIPads 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...
View ArticleApple 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...
View ArticleiPhone 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...
View ArticleBetcha 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....
View Article30 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...
View ArticleAnalyst 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...
View ArticleContracts 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...
View ArticleMetroPCS 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...
View ArticlePlace 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...
View ArticleApple 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...
View ArticleLeap 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...
View ArticleWhy 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...
View ArticleWill 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...
View ArticleApple 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....
View ArticleApple'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...
View ArticleHas 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...
View ArticleWith 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...
View ArticleHow 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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