The difference in their quarterly forecasts has never been so great
In the three and a half years that I've been pitting the analysts who cover Apple (AAPL) for Wall Street against the growing cadre of independent analysts who do it for fun (and, presumably, their own profit), I've never seen a gap this big -- either in dollar or percentage terms.
According to Thomson/First Call, the published consensus of 42 professional analysts MOREPhilip Elmer-DeWitt - Apr 1, 2012 8:16 AM ET
The company is ramping up production at ever more impressive rates
Apple (AAPL) CEO Tim Cook often says about the company's iOS devices that it is selling them as fast as it can make them.
In that context, the chart published Tuesday by Piper Jaffray's Gene Munster illustrates what may be Cook's most impressive achievement as COO: The rate at which he has been able to ramp up production.
Five years ago, it took MOREPhilip Elmer-DeWitt - Mar 20, 2012 8:05 AM ET
An analyst offers 3 reasons that 750 customers at 8 a.m. was "strong start"
Piper Jaffray's Gene Munster flew to New York City for Apple's (AAPL) launch of the new Pad Friday morning and counted 750 people waiting in line outside the big glass cube on Fifth Avenue when doors opened at 8 a.m.
He declared it a "strong start" despite the fact that Friday's headcount was 37% lower than the 1,190 MOREPhilip Elmer-DeWitt - Mar 16, 2012 9:52 AM ET
What to make of those pesky forward-looking statements in today's earnings report
It used to be that traders rewarded or punished Apple's (AAPL) shares right after its earnings releases based not on the sales it reported for the past quarter, but on what the company said about the quarter to come. Apple tends to "guide conservatively," in the jargon of the trade, which Wall Street often interpreted as a disappointment.
But that MOREPhilip Elmer-DeWitt - Jan 24, 2012 7:24 AM ET
100% according to a survey of educational technology directors conducted in October
In the wake of Apple's (AAPL) iPad textbook announcement Thursday, it might be useful to take a second look at Piper Jaffray's October survey of 25 school technology directors. The sample is small, concedes Gene Munster, who conducted the survey, but so is the population IT decision makers in U.S. schools.
Among his findings:
Apple has a virtual lock on the MOREPhilip Elmer-DeWitt - Jan 20, 2012 6:33 AM ET
Apple's U.S. MacBook sales came in softer than expected in December, according to NPD
In a note to clients issued Tuesday, Piper Jaffray's Gene Munster offered his analysis of the NPD Group's final PC retail sales data for 2011.
The news, as he sees is, is good and bad.
Domestic Mac unit sales were up 12% for the quarter, according to NPD, which isn't bad given that sales of Microsoft (MSFT) Windows PCs MOREPhilip Elmer-DeWitt - Jan 17, 2012 8:08 AM ET
Only "money" and "clothes" scored higher in an annual pre-holiday survey
For 22 years, Piper Jaffray researchers have been asking American teenagers what they want for Christmas, and for the past four years Apple (AAPL) products have been moving steadily up the wish lists.
All told, according to a note to clients issued Monday by senior research analyst Gene Munster, 11.2% of the 5,700 teenagers surveyed this fall named one Apple product MOREPhilip Elmer-DeWitt - Nov 28, 2011 6:29 AM ET
Macs walked out of Apple Stores at the rate of 10.1 per hour, up 23% from 2010
Piper Jaffray's Gene Munster spent the day after Thanksgiving as he has every year since 2008: standing in an Apple (AAPL) retail store counting sales. The results are summarized in the chart at right (typo his).
In eight hours, he (or his team) watched iPads and Macs walk out the door at the rate MOREPhilip Elmer-DeWitt - Nov 28, 2011 5:30 AM ET
Apple to retain a 70%+ share of mobile app dollars, despite Android's 50%+ market share
Using data from Apple's public announcements and AndroLib (an Android app discovery tool), Piper Jaffray's Gene Munster has analyzed the mobile app market and determined that:
Since its inception, Google's (GOOG) Android Market Place has generated about 7% of the gross revenue of Apple's App Store.
Apple (AAPL) has about 85% to 90% market share of the total MORE
Rumors of a slowdown in iPhone 4S sales called "off base." iPad may be a different story
[UPDATE: As several readers pointed out, Apple's share price was also hit Wednesday, along with the rest of the market, by the news out of Europe, and by the end of the day had suffered less than the NASDAQ, which fell 3.88% to Apple's 2.7%. Thursday, however, was a different story. By early afternoon, MOREPhilip Elmer-DeWitt - Nov 9, 2011 10:56 AM ET
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