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Apple roundup: Cowen's iPhone build note, Mac sales +7%, AR glasses discussions

Published 01/12/2018, 12:12 PM
Updated 01/12/2018, 12:12 PM
© Reuters. Apple roundup: Cowen's iPhone build note, Mac sales +7%, AR glasses discussions
  • Cowen says Apple’s (NASDAQ:AAPL) iPhone builds for Q4 CY17 held up well compared to expiations as evidenced by strong seasonal performance in the supply chain.
  • But the firm remains cautions for Q1 CY18 as fieldwork showed less of a tailwind mix from the new iPhones versus a month ago.
  • Big Mac quarter: IDC data shows that Mac shipments grew 7.3% on the year during the December quarter, which pushed the market share up to 8.2% from 7.7%. But those numbers still put Apple in fourth place overall.
  • The PC market achieved its first positive holiday quarter in six years driven by HP (NYSE:HPQ) (share: 23.5%; Y/Y growth: 8.3%), Lenovo (OTCPK:LNVGF) (share: 22.2%; Y/Y growth: flat), and Dell (NYSE:DVMT) (share: 15.7%; Y/Y growth: 0.7%).
  • AR talks: Bloomberg reports Apple was among the tech giants talking with suppliers of AR glasses parts during #CES18.
  • Apple shares are up 0.8%.
  • Previously: Apple faces questions from U.S. Senator, class-action lawsuits, and tax reveal (Jan. 10)
  • Now read: Trading The Coming Earnings Hit On Apple


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