Gartner
What Gartner says privately about Apple's next 3 years
May 15, 2013: 11:43 AM ETIn a note to buy-side analysts, it suggests Apple will easily beat the Street's consensus.
FORTUNE -- Not being a Gartner client or an analyst on the investment side, I've never been privy to the reports it sends its paying customers. But the spreadsheet above arrived in my inbox uninvited, and I figured I might as well share it with you.
It comes from Andrew Neff, an analyst with the research firm's Gartner Invest team which, according to his e-mail, "puts Gartner research into context for the institutional investor."
What's most striking about his spreadsheet is the gap between Gartner's extrapolations and the Street's expectations (taken from Capital IQ).
- For 2013, for example, the Street is looking for revenue growth of 5.3%, while Neff has it growing 22.6%.
- For 2015, the situation is reversed. The Street's expecting 22.9% growth and Gartner only 11.1%.
Take the 2016 estimate (8.3% revenue growth) with a grain of salt. I'm not sure anybody can see that far ahead into Apple's future.
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Is Apple's iPhone really 'dead in the water'?
Business Insider, for reasons of its own, would have you think so.
FORTUNE -- Business Insider's Jay Yarow took some heat on Twitter Tuesday for the chart (at right) that he ran under the headline The iPhone's Market Share Is Dead In The Water.
His numbers, taken from the latest Gartner press release, were accurate enough, as far as they went.
There's no question that Android's share of the world smartphone market is MORE
Philip Elmer-DeWitt - May 14, 2013 7:32 PM ET -
Apple's Mac U.S. sales grew 7.4% (Gartner) or fell 7.5% (IDC)
In a dismal quarter for PC sales, is Apple's Mac a rare bright spot, or isn't it?
FORTUNE -- The two leading high tech market research firms have done it again.
They issued their preliminary PC sales estimates for the first calendar quarter of 2013 Wednesday, and while they agree that it represented either the worst quarterly decline on record (IDC) or the worst in a generation (Gartner) -- thanks in large part to the MORE
Philip Elmer-DeWitt - Apr 11, 2013 6:39 AM ET -
Pictures from the smartphone wars: And then there were two
Apple's iOS and Google's Android now control 90% of the global smartphone market
FORTUNE: Hard on the heels of Gartner's Worldwide Mobile Phone Sales report Wednesday, IDC and comScore both released colorful bar graphs Thursday representing their view of the current state of the smartphone wars -- the world war (top) from IDC, and U.S. war (bottom) from comScore.
A few observations:
The extent to which the smartphone wars have become a two-man MORE
Philip Elmer-DeWitt - Feb 14, 2013 2:50 PM ET -
Today in Tech: Apple boosts processors, drops prices on Retina MacBooks
Also: Why Apple's alleged iWatch doesn't scare Pebble; AOL buys gdgt blog.
Apple updates processors and prices of MacBook Pro with Retina Display [APPLE]
The 13-inch MacBook Pro with Retina display now starts at $1,499 for 128GB of flash, and $1,699 for a new 2.6 GHz processor and 256GB of flash. The 15-inch MacBook Pro with Retina display now features a faster 2.4 GHz quad-core processor, and the top-of-the-line 15-inch notebook comes with MORE
JP Mangalindan, Writer - Feb 13, 2013 2:23 PM ET -
Wall Street is betting that Apple's earnings will shrink 4%
That's a dumb bet, says Katy Huberty, given 14% growth in the markets Apple serves
FORTUNE -- The chart at right, posted before Apple's (AAPL) shares lost another $12 (2.5%) Tuesday, comes out of Morgan Stanley's "What's in the Price?" stock analyzer. It suggests that at Monday's $480 a share, the market was pricing in long term earning growth for Apple of -4%.
Anything is possible, of course.
But in a note to MORE
Philip Elmer-DeWitt - Feb 13, 2013 6:53 AM ET -
Apple's Mac sales fell (IDC) or grew (Gartner) last quarter
Why can't the two leading PC market tracking firms get their acts together?
FORTUNE -- In separate reports on the state of the worldwide personal computer market issued Wednesday, Gartner and IDC agreed about one thing: The quarter that ended in June was a miserable one for traditional PC vendors.
Gartner called the market "flat." IDC's term was "stalled." Both reported a decline in global shipments of 0.1%. Both attributed it to MORE
Philip Elmer-DeWitt - Jul 11, 2012 7:00 PM ET -
Today in Tech: Eduardo Saverin opens up about Mark Zuckerberg
The latest on Facebook's secret smartphone efforts; why the social network's co-founder Eduardo Saverin doesn't resent Mark Zuckerberg.
Facebook tries, tries again on a smartphone [THE NEW YORK TIMES]
The company has already hired more than half a dozen former Apple software and hardware engineers who worked on the iPhone, and one who worked on the iPad, the employees and those briefed on the plans said. This would be Facebook's third effort at building a smartphone, MORE
JP Mangalindan, Writer - May 29, 2012 1:00 PM ET -
Mac U.S. shipments grew 3.8% last quarter. Or was it 5.1%?
Why can't Gartner and IDC just get along?
You used to be able to explain the discrepancies between Gartner's and IDC's quarterly market share reports by the difference in their methodologies.
Gartner counted sales to end users. IDC counted sales into "channel" -- i.e. devices sold to stores and other distribution points, but not necessarily to customers.
But when trying to understand the discrepancy between Apple's (AAPL) U.S. market share in the reports MORE
Philip Elmer-DeWitt - Apr 12, 2012 7:42 AM ET -
Gartner: Tablet sales to double this year. The iPad still rules
Expects market to grow to nearly 119 million units in 2012, with Apple taking 61%
When it comes to tablet computers, a market Apple (AAPL) dominated in 2010 and 2011, Gartner expects more of the same for the foreseeable future.
In a report issued Tuesday, the research firm projected tablet sales to end users to reach 118.9 million units in 2012, up 98% from 2011.
In the face of growing competition from the MORE
Philip Elmer-DeWitt - Apr 10, 2012 12:07 PM ET
