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Tag Archives: Bernstein

Bernstein: How many unsold iPhones is Apple sitting on?

And other questions to keep in mind as you listen to Apple’s earnings call next week. From a note to clients by analyst Toni Sacconaghi that landed on my desktop Friday: Apple’s January 2 pre-announcement has removed much of the uncertainty surrounding its fiscal Q1 earnings call… Investor focus now, of course, is on fiscal Q2 (March quarter) revenue guidance. ...

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Bernstein analyst sees billions in Apple’s ad business

“We do not believe that Apple has been oblivious to this opportunity.” —Toni Sacconaghi From a note to clients that landed on my desktop Monday: Due to Apple’s strongly-avowed stance on user privacy, investors have generally paid little attention in recent years to the company’s nascent advertising efforts. Nonetheless, the potential for advertising is clearly extent. After all, App… Business ...

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This is the best hotel loyalty program, according to Bernstein

Marriott International Inc. offers the best hotel loyalty program, according to a recent analysis from Bernstein. Analyst David Beckel recently took a look at several top loyalty programs—Marriott Rewards, Hilton Honors, World of Hyatt, and a joint Sapphire offering—and found that MAR… – All MarketWatch News – Personal Finance

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Broadcom Should’ve Won, Says Bernstein

Bernstein analyst Stacy Rasgon, who describes himself as “disappointed” that Broadcom (AVGO) was banned two weeks ago by the U.S. government from buying Qualcomm (QCOM), today explores in some detail why he believes they should have won that fight. Rasgon’s note came on the day Qualcomm shareholders … Tech Trader Daily

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Sony, Apple Refining Next Wave of 3-D Sensing, Says Bernstein

In case you missed it, Bernstein’s David Dai on March 9th held a conference call to discuss the technology of “3-D sensing,” which makes possible augmented reality, such as the “Face ID” function in Apple’s (AAPL) iPhone X. Dai sees a big future for the technology, as it moves to other manufacturers’ smartphones, and to aut… Tech Trader Daily

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