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Apple Inc. (AAPL)

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  • Jul. 23, 2012, 6:37 PM
    Surprise, surprise: court-directed mediation talks between Apple (AAPL) and Samsung's (SSNLF.PK) CEOs failed to achieve a resolution to the companies' wide-reaching patent dispute. Among the reported points of contention are differing opinions on the value of Samsung's standards-essential patents. Perhaps a bigger issue is that Apple isn't interested in licensing many of its own patents, and instead wishes to use them as a hammer to wage "thermonuclear war" on Android. (yesterday)
    | 22 Comments
  • Jul. 23, 2012, 5:35 PM
    Notable earnings after Tuesday’s close: AAPL, ACC, ACE, AFL, ALTR, BRCM, CHRW, COG, CPWR, CTRP, EW, FTI, HTS, IGT, JNPR, LLTC, MTW, NBR, NFLX, NFX, NSC, PLCM, QCOR, RFMD, RHI, RRC, RVBD, SU, TPX, TRIP, TSS
    | 1 Comment
  • Jul. 23, 2012, 1:15 PM
    Privately-owned patent troll NTP has reached licensing deals with 13 tech and telecom companies: the list includes Apple (AAPL), Microsoft (MSFT), AT&T (T), Verizon (VZ), Sprint (S), Google (GOOG), Yahoo (YHOO), and Samsung (SSNLF.PK). Terms haven't been disclosed; NTP reached a $612.5M settlement with Research In Motion in '06.
    | 4 Comments
  • Jul. 23, 2012, 12:26 PM
    Samsung (SSNLF.PK) tells an Australian court it cancelled an agreement with Qualcomm (QCOM) not to sue the chipmaker or its customers for using its 3G patents, after Apple (AAPL) filed suit over the Galaxy Tab. Qualcomm's chips are used in 3G and 4G iPad models, as well as the iPhone 4S. Samsung's cancellation may have played a role in Qualcomm's decision to restructure its operations, so as to protect its giant IP licensing business. (previous: I, II)
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  • Jul. 23, 2012, 12:16 PM
    Contract manufacturer Pegatron has begun producing the next iPhone (AAPL), sources tell Digitimes. The report meshes with expectations of an early-fall launch. The site also claims Pegatron will be producing a new iPad (likely the iPad Mini), with "a few million units" expected to be shipped in Q3. Separately, 31% of respondents to a June ChangeWave survey said they're likely to buy the next iPhone. That's well above the 21.5% who last October said they're likely to buy the 4S.
    | 3 Comments
  • Jul. 22, 2012, 11:42 PM
    While Apple (AAPL) and Microsoft complain about the use of standards-essential patents in the countersuits filed by Google (GOOG) and its Android partners, Google is now arguing some of Apple's software patents should be shared due to the widespread use of the technologies they cover. Meanwhile, Apple and Google are both appealing lawsuit dismissals from renowned U.S. Circuit Judge Richard Posner, who has been arguing software patents may do more harm than good.
    | 4 Comments
  • Jul. 21, 2012, 3:06 PM
    The ITC dismisses bankrupt Eastman Kodak's (EKDKQ.PK) infringement suit against Apple (AAPL) and Research In Motion (RIMM), affirming the May decision of an administrative law judge. Kodak says it will appeal the ruling, which relates to an image-preview patent for digital cameras, to a U.S. federal court. The decision deals a blow to Kodak's efforts to fetch a huge selling price for its patent portfolio; the company is pursuing a separate case against Apple through a U.S. district court.
    | 9 Comments
  • Jul. 20, 2012, 5:29 PM
    Bernstein and FBR air a familiar refrain about Apple's (AAPL) Tuesday FQ3 report: They're worried Apple could miss estimates and issue weak FQ4 guidance, but are staying bullish on expectations of a huge FQ1. Bernstein thinks China and Europe's macro issues, the late introduction of a MacBook refresh, and the failure of the new iPad to launch in China until today will lead to an FQ3 miss. Of course, this week has seen several tech large-caps rally after posting mediocre results.
    | 30 Comments
  • Jul. 20, 2012, 6:17 AM
    Apple (AAPL) officially launches the iPad 3 in China, making shoppers pre-order so as to avoid the chaos and egg pelting that hit the launch of the iPhone 4s in January. So far, it's apparently all been very calm and orderly.
    | 11 Comments
  • Jul. 20, 2012, 6:06 AM
    Apple (AAPL) chalked up another legal victory against Samsung (SSNLF.PK) yesterday, when a federal appeals court refused the latter's request for a stay of a preliminary injunction that banned the manufacture and sales of its Galaxy Tab 10.1 tablets in the U.S. while its appeal against the ban is pending. (Global patent battles)
    | 2 Comments
  • Jul. 19, 2012, 2:27 PM
    Pandora (P -3.5%) sells off after BTIG, which is quite bearish on the Internet radio leader, expresses concerns about the impact of iOS 6 on Pandora listening. The next update to Apple's (AAPL) OS brings with it the ability to stream songs made available through the $25/year iTunes Match service, rather than having to download them. But iTunes Match, which provides high-quality cloud copies of a user's music files, isn't a direct rival to Pandora.
    | Comment!
  • Jul. 19, 2012, 11:06 AM
    Only 20M-25M iPhones will be produced in the September quarter, sources tell Digitimes. The next-gen iPhone will account for a large chunk of these shipments. The report comes as Apple (AAPL +0.7%) trades higher in spite of Verizon's soft iPhone sales figure - a Q2 U.S. slowdown seems to be priced in. iPhone component suppliers are also moving higher, thanks to Qualcomm and Skyworks' reports. Avian recently estimated Q2 iPhone builds may have fallen to ~20M.
    | 10 Comments
  • Jul. 19, 2012, 9:53 AM
    Verizon (VZ -2.1%) slips following its Q2 report. Big Red says it sold 2.7M iPhones (AAPL) in the quarter, down from Q1's 3.2M and Q4's 4.3M, albeit while adding 25% of sales are to new customers. Android sales came in at 2.9M. Deutsche is disappointed by Verizon's FiOS net adds, but is pleased with ARPUs and wireless margins. Moreover, 2012 capex is now expected to be "flat to down," - good for VZ's cash flow, but not for struggling telecom equipment firms. T -1.4%. S +1.4%.
    | 1 Comment
  • Jul. 19, 2012, 9:05 AM
    British Judge Colin Birss has ordered Apple (AAPL) to put a notice on its Web site for six months and in U.K. newspapers saying that Samsung (SSNLF.PK) didn't copy the design for the iPad. Birss is the same judge who ruled last week that Samsung couldn't have committed such sins, as its tablet is "not as cool" as the iPad.
    | 13 Comments
  • Jul. 18, 2012, 1:06 PM
    The U.S. launch of Samsung's (SSNLF.PK) Galaxy S III is going well, says Raymond James' Tavis McCourt: checks with carrier stores indicate the S III typically sold out 2-4 days after sales began, and that the phone is now the top-selling model at AT&T and Verizon. McCourt thinks RIMM and Samsung's Android rivals have more to lose than AAPL, whom he has a Strong Buy rating on. Analysts estimate Samsung sold 50M smartphones globally in Q2.
    | 1 Comment
  • Jul. 18, 2012, 10:38 AM
    Apple (AAPL -0.2%) underperforms after Pac Crest's Andy Hargreaves cautions the company could deliver an FQ3 miss on Tuesday due to slowing iPhone sales, and that FQ4 estimates appear too high. Like most analysts voicing such concerns, Hargreaves still expects a huge December quarter thanks to the next iPhone's launch. Multiple analysts defended Apple yesterday.
    | 17 Comments
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Company Description
Apple Inc designs, manufactures, & markets mobile communication & media devices, personal computers, & portable digital music players, & sells a variety of related software, services, accessories, networking solutions, & third-party digital content.
Sector: Technology
Country: United States