Turley Muller posted an article on
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Oct 28, 2010, 11:31 am
Apple Inc (nasd:AAPL) reported a 36.9% gross margin for Q4 2010 which ended in September. This caused worry among investors especially since management stated on the earnings conference call that the decline was due to higher cost structure of iPad and iPhone and the exceptional v... Comment - Like
Turley Muller posted an article on
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Dec 31, 1969, 7:00 pm
Apple Inc. (nasd:AAPL)- Apple reports Q1 2010 results after the bell today, January 25th.
Below are my expected numbers:
Tailwinds Q1 2010:
1) Improving e... Comment - Like
Turley Muller posted an article on
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Dec 31, 1969, 7:00 pm
Apple Inc (nasd: AAPL)- Apple’s FY09 EPS estimate continues to be revised downward and now stands at a $5.08, a level Apple should easily exceed. The consensus FY09 estimate represents a 5.2% decline from FY08 $5.36 EPS, although revenues are forecasted to increase 11.8%, or $3.8B to $36.3B. Thus,... Comment - Like
Turley Muller posted an article on
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Dec 31, 1969, 7:00 pm
Authentidate Holding Corp (ncm: ADAT) $0.27- Authentidate is attractively positioned to benefit from the expected flood of spending aimed at modernizing healthcare IT. Remote patient monitoring, also known as telehealth, is one area where Authentidate stands to capitalize due to its unique and super... Comment - Like
Turley Muller posted an article on
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Dec 31, 1969, 7:00 pm
Apple Inc (nasd:AAPL) $91.21- Here's a quick snapshot of Apple's cash holdings over the past 9 quarters. In the case of Apple, it's extremely important to focus on cash flow opposed to accounting (GAAP) income due to the massive build of deferred revenue on its balance sheet. Total deferred revenue ... Comment - Like
Turley Muller posted an article on
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Dec 31, 1969, 7:00 pm
Apple Inc (nasd:AAPL) For some time, many have speculated about an arrival of a $99 iPhone. Some analysts expect a low-cost model with scaled back features, such as 2.5G instead of 3G, no GPS, and possibly a smaller form factor. While I believe a lower iPhone price point is possible, I don’t expec... Comment - Like
Turley Muller posted an article on
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Dec 31, 1969, 7:00 pm
Margins held steady Q/Q at 36.3% (down 10 bps) versus expectation of ~200 bps of margin contraction due to mounting headwinds.
Management issued Q4 GM guidance of 34%, 100 bps higher than Q3 33% GM guidance (which AAPL exceeded by 330 bps).
Considering the number of challenging cost environment Appl... Comment - Like
Turley Muller posted an article on
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Dec 31, 1969, 7:00 pm
Apple Inc. (nasd:AAPL) $162.83- Despite Apple shares rising more than 100% from its 2009 low of $78, the stock still appears to be attractively valued especially as a long-term holding. Using cash-flow and non-GAAP earnings, AAPL trades at less than 15x on a trailing 12-month basis. Since sales and ... Comment - Like
Turley Muller posted an article on
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Dec 31, 1969, 7:00 pm
Apple (nasd:AAPL) reports its Q4 2009 results on Monday, October 19th. I am expecting revenue to increase 19% (Y/Y) to $9.374B and EPS to increase 25% to $1.57. I expect gross margin to rise sequentially to 36.7% from 36.3% reported in Q3.
Revenue growth will be driven by streng... Comment - Like
Turley Muller posted an article on
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Dec 31, 1969, 7:00 pm
Broadpoint AmTech analyst Brian Marshall recently appeared on Bloomberg TV to discuss Apple’s iPhone exclusivity agreement with AT&T. Marshall believes that Apple should move away from its exclusive AT&T agreement and begin offering the iPhone through Verizon. He believes adding Verizon could boos... Comment - Like
Turley Muller posted an article on
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Dec 31, 1969, 7:00 pm
Apple Inc. (nasd:AAPL) Rising gross margins stemming from increased recognition of deferred iPhone revenue has been a key factor in propelling Apple’s share price and EPS. I believe the next major tailwind will be increased revenue growth and higher margins arising from the falling U.S. Doll... Comment - Like
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