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- Ch33ryCh33ry
  ·2021-07-25
  👍
  3 Reasons Netflix Could Succeed in Video Games
  Netflix is making a bold bet. Here's why it could pay off.
  3 Reasons Netflix Could Succeed in Video Games
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- Ch33ryCh33ry
  ·2021-07-25
  Apple
  What will Apple say about the next iPhone at earnings time? Maybe more than usual
  Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo
  What will Apple say about the next iPhone at earnings time? Maybe more than usual
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- Ch33ryCh33ry
  ·2021-07-25
  Apple
  What will Apple say about the next iPhone at earnings time? Maybe more than usual
  Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo
  What will Apple say about the next iPhone at earnings time? Maybe more than usual
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Here's why it could pay off.","content":"<p>For more than 20 years, <b>Netflix</b> (NASDAQ:NFLX) has provided its customers with access to television shows and movies, first on DVDs and now through streaming.</p>\n<p>The company has always been disciplined with its approach. It's rejected calls to get into providing live TV like sports or news, and it has resisted the idea of monetizing its platform through advertising, choosing instead to stick with a simple subscription-only plan.</p>\n<p>Now, Netflix is ready to break that mold. The company said in its second-quarter shareholder letter that it was in the \"early stages of further expanding into gaming,\" and that it views gaming as another content category, like unscripted shows or animation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e11aec1bae4010b3fd697461aa682a88\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>Image source: Netflix.</span></p>\n<p>Management said it would begin with mobile gaming, but tamped down expectations on the second-quarter earnings call, saying that it views games as complementary to streaming and that streaming would remain the core of the business. It also said that it would not try to monetize games directly, using them instead to drive overall subscription growth and retention. Games will be included at no extra cost in all of Netflix's subscription packages.</p>\n<p>While it may seem like Netflix is arriving late to the gaming arena, there are still at least three reasons to believe the streaming giant could succeed in this new category.</p>\n<h2>1. Netflix has a huge platform</h2>\n<p>Netflix's customer reach alone gives it the opportunity to be a powerhouse in gaming. The company has more than 200 million paying subscribers around the world, and many of its customers spend hours a day on the platform. While Netflix users come to the service to watch TV and movies, the company knows that ultimately its customers are looking for entertainment. Management considers its competition to range from <b>Alphabet</b>'s YouTube to social media platforms like ByteDance's TikTok to video games, in addition to other streaming services and linear TV.</p>\n<p>Additionally, launching mobile gaming makes sense. It won't require any additional hardware; the interactivity is built into the devices; and most Netflix users already have the app loaded onto their devices. According to Apptopia, Netflix was the 10th-most downloaded app in the world in 2020, with 223 million downloads, and it was the only <a href=\"https://laohu8.com/S/AONE.U\">one</a> in the top 10 that doesn't provide a free service. It's a good bet that many of the subscribers who come to Netflix for shows and movies would be happy to try out games on the platform as well.</p>\n<p>With a global brand and a giant built-in audience, Netflix should also be a highly appealing partner for game developers. Chief product officer Greg Peters said as much on the Q2 earnings call, arguing that because Netflix wouldn't be concerned with monetization tactics like advertising or in-app purchases, it would be more attractive to developers: \"So we're finding that many game developers really like that concept and that focus and this idea of being able to put all of their creative energy into just great gameplay, and not having to worry about those other considerations that they have typically had to trade off with, just making compelling games.\"</p>\n<h2>2. There's crossover potential with its intellectual property</h2>\n<p>There's no shortage of intellectual property (IP) in Hollywood that has become video games or, in turn, video games that have become movies. Among games that have become hit movies are <i>Mortal Kombat</i>, <i>Tomb Raider</i>, and <i>Sonic the Hedgehog</i>, while there are plenty of success stories in the other direction like <i>Goldeneye 007</i>, <i>Mad Max</i>, and <i>Indiana Jones and the Fate of Atlantis</i>.</p>\n<p>Netflix has historically lacked the kind of monetization machine that <b>Walt Disney</b> has. When Disney makes a hit movie, it lives multiple lives as theme-park rides, toys, and live events like musical theater or Ice Capades -- and as games, which it generally licenses to developers.</p>\n<p>It's easy to imagine some of Netflix's hit shows like <i>Narcos</i>, <i>Ozark</i>, or <i>Stranger Things</i> translating into games. A show like <i>Queen's Gambit</i>, for example, could have easily lent itself to a themed chess game based on the show.</p>\n<p>There's also the potential for Netflix's gaming IP to move in the other direction. If the company launches a hit mobile game, the infrastructure to make those characters into a show or a movie is readily available. Peters acknowledged that this was part of the strategy on the call: \"Part of that will be games that extend our IP. We think that's a really rich, rich space, so that's very much part of our long-term thesis.\"</p>\n<p>Netflix is also planning to do stand-alone games. Overall, the complementarity between games and video entertainment is powerful, especially for a platform with so many paying subscribers.</p>\n<h2>3. Netflix has a great track record</h2>\n<p>Netflix doesn't move into new businesses thoughtlessly. Over its history, the company has been incredibly disciplined, making two large leaps -- from DVDs to streaming, and then from licensing content to producing original shows and movies. Though its brief attempt to separate the DVD business under the brand Qwikster was a failure, Netflix is not a company that blindly enters new experiments, and it understands its core competencies well.</p>\n<p>Co-CEO Ted Sarandos mostly dismissed the idea of getting into sports again, saying on the call: \"Our fundamental product is on-demand and advertising-free, and sports tends to be live and packed with advertising. So there's not a lot of natural synergies in that way, except for it happens in television.\"</p>\n<p>Co-CEO Reed Hastings also said that video gaming was something the company had discussed for years, and decided on going forward with because it shares a lot of qualities with video entertainment: \"You're going to have these long franchises and very positive for us, kind of industry-structure-wise, if we can master the skill set.\"</p>\n<p>While video games aren't a slam dunk for Netflix and will likely take years to come to fruition, the new direction also shows that the streaming champ is looking for new opportunities as its growth rate in streaming slows.</p>\n<p>With more than 200 million subscribers and one of the best-known brands in entertainment, it would be a mistake to count out Netflix in video games.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons Netflix Could Succeed in Video Games</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons Netflix Could Succeed in Video Games\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/23/3-reasons-netflix-could-succeed-in-video-games/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For more than 20 years, Netflix (NASDAQ:NFLX) has provided its customers with access to television shows and movies, first on DVDs and now through streaming.\nThe company has always been disciplined ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/3-reasons-netflix-could-succeed-in-video-games/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/23/3-reasons-netflix-could-succeed-in-video-games/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153829859","content_text":"For more than 20 years, Netflix (NASDAQ:NFLX) has provided its customers with access to television shows and movies, first on DVDs and now through streaming.\nThe company has always been disciplined with its approach. It's rejected calls to get into providing live TV like sports or news, and it has resisted the idea of monetizing its platform through advertising, choosing instead to stick with a simple subscription-only plan.\nNow, Netflix is ready to break that mold. The company said in its second-quarter shareholder letter that it was in the \"early stages of further expanding into gaming,\" and that it views gaming as another content category, like unscripted shows or animation.\nImage source: Netflix.\nManagement said it would begin with mobile gaming, but tamped down expectations on the second-quarter earnings call, saying that it views games as complementary to streaming and that streaming would remain the core of the business. It also said that it would not try to monetize games directly, using them instead to drive overall subscription growth and retention. Games will be included at no extra cost in all of Netflix's subscription packages.\nWhile it may seem like Netflix is arriving late to the gaming arena, there are still at least three reasons to believe the streaming giant could succeed in this new category.\n1. Netflix has a huge platform\nNetflix's customer reach alone gives it the opportunity to be a powerhouse in gaming. The company has more than 200 million paying subscribers around the world, and many of its customers spend hours a day on the platform. While Netflix users come to the service to watch TV and movies, the company knows that ultimately its customers are looking for entertainment. Management considers its competition to range from Alphabet's YouTube to social media platforms like ByteDance's TikTok to video games, in addition to other streaming services and linear TV.\nAdditionally, launching mobile gaming makes sense. It won't require any additional hardware; the interactivity is built into the devices; and most Netflix users already have the app loaded onto their devices. According to Apptopia, Netflix was the 10th-most downloaded app in the world in 2020, with 223 million downloads, and it was the only one in the top 10 that doesn't provide a free service. It's a good bet that many of the subscribers who come to Netflix for shows and movies would be happy to try out games on the platform as well.\nWith a global brand and a giant built-in audience, Netflix should also be a highly appealing partner for game developers. Chief product officer Greg Peters said as much on the Q2 earnings call, arguing that because Netflix wouldn't be concerned with monetization tactics like advertising or in-app purchases, it would be more attractive to developers: \"So we're finding that many game developers really like that concept and that focus and this idea of being able to put all of their creative energy into just great gameplay, and not having to worry about those other considerations that they have typically had to trade off with, just making compelling games.\"\n2. There's crossover potential with its intellectual property\nThere's no shortage of intellectual property (IP) in Hollywood that has become video games or, in turn, video games that have become movies. Among games that have become hit movies are Mortal Kombat, Tomb Raider, and Sonic the Hedgehog, while there are plenty of success stories in the other direction like Goldeneye 007, Mad Max, and Indiana Jones and the Fate of Atlantis.\nNetflix has historically lacked the kind of monetization machine that Walt Disney has. When Disney makes a hit movie, it lives multiple lives as theme-park rides, toys, and live events like musical theater or Ice Capades -- and as games, which it generally licenses to developers.\nIt's easy to imagine some of Netflix's hit shows like Narcos, Ozark, or Stranger Things translating into games. A show like Queen's Gambit, for example, could have easily lent itself to a themed chess game based on the show.\nThere's also the potential for Netflix's gaming IP to move in the other direction. If the company launches a hit mobile game, the infrastructure to make those characters into a show or a movie is readily available. Peters acknowledged that this was part of the strategy on the call: \"Part of that will be games that extend our IP. We think that's a really rich, rich space, so that's very much part of our long-term thesis.\"\nNetflix is also planning to do stand-alone games. Overall, the complementarity between games and video entertainment is powerful, especially for a platform with so many paying subscribers.\n3. Netflix has a great track record\nNetflix doesn't move into new businesses thoughtlessly. Over its history, the company has been incredibly disciplined, making two large leaps -- from DVDs to streaming, and then from licensing content to producing original shows and movies. Though its brief attempt to separate the DVD business under the brand Qwikster was a failure, Netflix is not a company that blindly enters new experiments, and it understands its core competencies well.\nCo-CEO Ted Sarandos mostly dismissed the idea of getting into sports again, saying on the call: \"Our fundamental product is on-demand and advertising-free, and sports tends to be live and packed with advertising. So there's not a lot of natural synergies in that way, except for it happens in television.\"\nCo-CEO Reed Hastings also said that video gaming was something the company had discussed for years, and decided on going forward with because it shares a lot of qualities with video entertainment: \"You're going to have these long franchises and very positive for us, kind of industry-structure-wise, if we can master the skill set.\"\nWhile video games aren't a slam dunk for Netflix and will likely take years to come to fruition, the new direction also shows that the streaming champ is looking for new opportunities as its growth rate in streaming slows.\nWith more than 200 million subscribers and one of the best-known brands in entertainment, it would be a mistake to count out Netflix in video games.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177952331,"gmtCreate":1627177654823,"gmtModify":1633767473078,"author":{"id":"3587033123713245","authorId":"3587033123713245","name":"Ch33ry","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3587033123713245","idStr":"3587033123713245"},"themes":[],"htmlText":"Apple","listText":"Apple","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177952331","repostId":"2153938547","repostType":4,"repost":{"id":"2153938547","kind":"highlight","pubTimestamp":1627085070,"share":"https://ttm.financial/m/news/2153938547?lang=&edition=full","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p>\n<p>The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p>\n<p>Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p>\n<p>The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p>\n<p>\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p>\n<p>The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p>\n<p><b>What to watch for</b></p>\n<p><b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p>\n<p><b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p>\n<p>On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p>\n<p><b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p>\n<p>Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p>\n<p><b>What else to watch for</b></p>\n<p>Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p>\n<p>Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p>\n<p>\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p>\n<p>Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p>\n<p>\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p>\n<p>UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p>\n<p>But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p>\n<p>Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p>\n<p>\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p>\n<p>The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will Apple say about the next iPhone at earnings time? Maybe more than usual</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177925696,"gmtCreate":1627177204015,"gmtModify":1633767480889,"author":{"id":"3587033123713245","authorId":"3587033123713245","name":"Ch33ry","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3587033123713245","idStr":"3587033123713245"},"themes":[],"htmlText":"Apple","listText":"Apple","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177925696","repostId":"2153938547","repostType":4,"repost":{"id":"2153938547","kind":"highlight","pubTimestamp":1627085070,"share":"https://ttm.financial/m/news/2153938547?lang=&edition=full","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p>\n<p>The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p>\n<p>Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p>\n<p>The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p>\n<p>\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p>\n<p>The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p>\n<p><b>What to watch for</b></p>\n<p><b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p>\n<p><b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p>\n<p>On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p>\n<p><b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p>\n<p>Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p>\n<p><b>What else to watch for</b></p>\n<p>Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p>\n<p>Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p>\n<p>\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p>\n<p>Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p>\n<p>\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p>\n<p>UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p>\n<p>But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p>\n<p>Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p>\n<p>\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p>\n<p>The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will Apple say about the next iPhone at earnings time? Maybe more than usual</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}