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woodliao
2021-01-25
Huat ahhhh
Get ready for Apple's first $100 billion quarter in history
woodliao
2021-01-25
Want to top up Apple?
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Even a pandemic can't stop Apple Inc. from hitting new records.The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.Apple's $$ fiscal first-quarter results will be the firs","content":"<p>Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark</p><p>Even a pandemic can't stop Apple Inc. from hitting new records.</p><p>The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.</p><p>Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty.</p><p>Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.</p><p>Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .</p><p>Analysts expect record performance for the company's services category as well, though <a href=\"https://laohu8.com/S/AONE\">one</a> area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.</p><p>Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.</p><p>Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.</p><p>Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.</p><p>The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.</p><p>Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.</p><p>Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.</p><p>Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.</p><p>\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.</p><p>Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.</p><p>More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple</p><p>\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"</p><p>Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.</p><p>Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.</p><p>For more: Apple bear throws cold water on 'supercycle' story</p><p>\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .</p><p>Monness, Crespi, Hardt & Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.</p><p>Read: Apple is getting an earful over the AirPods Max's $549 price tag</p><p>\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Get ready for Apple's first $100 billion quarter in history</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGet ready for Apple's first $100 billion quarter in history\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-01-25 19:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark</p><p>Even a pandemic can't stop Apple Inc. from hitting new records.</p><p>The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.</p><p>Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty.</p><p>Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.</p><p>Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .</p><p>Analysts expect record performance for the company's services category as well, though <a href=\"https://laohu8.com/S/AONE\">one</a> area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.</p><p>Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.</p><p>Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.</p><p>Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.</p><p>The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.</p><p>Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.</p><p>Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.</p><p>Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.</p><p>\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.</p><p>Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.</p><p>More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple</p><p>\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"</p><p>Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.</p><p>Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.</p><p>For more: Apple bear throws cold water on 'supercycle' story</p><p>\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .</p><p>Monness, Crespi, Hardt & Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.</p><p>Read: Apple is getting an earful over the AirPods Max's $549 price tag</p><p>\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2105349950","content_text":"Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone markEven a pandemic can't stop Apple Inc. from hitting new records.The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.Apple's $(AAPL)$ fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of Morgan Stanley analyst Katy Huberty.Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .Analysts expect record performance for the company's services category as well, though one area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.For more: Apple bear throws cold water on 'supercycle' story\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .Monness, Crespi, Hardt & Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.Read: Apple is getting an earful over the AirPods Max's $549 price tag\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319118254,"gmtCreate":1611549356878,"gmtModify":1704860631386,"author":{"id":"3560506615038202","authorId":"3560506615038202","name":"woodliao","avatar":"https://static.tigerbbs.com/57e3661d198ef0b8b70bac7045d2f9ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560506615038202","authorIdStr":"3560506615038202"},"themes":[],"htmlText":"Want to top up Apple? ","listText":"Want to top up Apple? ","text":"Want to top up Apple?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/319118254","repostId":"2105413598","repostType":4,"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":319118254,"gmtCreate":1611549356878,"gmtModify":1704860631386,"author":{"id":"3560506615038202","authorId":"3560506615038202","name":"woodliao","avatar":"https://static.tigerbbs.com/57e3661d198ef0b8b70bac7045d2f9ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560506615038202","idStr":"3560506615038202"},"themes":[],"htmlText":"Want to top up Apple? ","listText":"Want to top up Apple? ","text":"Want to top up Apple?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/319118254","repostId":"2105413598","repostType":4,"repost":{"id":"2105413598","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1611546550,"share":"https://ttm.financial/m/news/2105413598?lang=&edition=fundamental","pubTime":"2021-01-25 11:49","market":"hk","language":"en","title":"Apple, Tesla and Facebook ready to report record sales in busiest week of earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2105413598","media":"Dow Jones","summary":"Earnings Watch: Nearly a quarter of the S&P 500 scheduled to release results in the coming weekU.S. ","content":"<p>Earnings Watch: Nearly a quarter of the S&P 500 scheduled to release results in the coming week</p><p>U.S. companies have barely managed to eke out positive earnings growth so far in this quarterly results season, but the big test arrives in the week ahead.</p><p>Nearly a quarter of the S&P 500 is set to report results, with those companies representing 39% of the index by market value, according to calculations based on FactSet data. Given that the S&P 500 is weighted by market capitalization, this roster of companies will have an outsize impact on the profit trajectory for the index.</p><p>Earnings are expected to decline for the fourth consecutive quarter once all results are in for the latest period, but those companies that have reported thus far have been beating expectations in aggregate.</p><p>The FactSet consensus now models a 5% earnings decline for the index, compared with the 6.3% drop projected a week ago . If profit growth for the S&P 500 ultimately ends up positive, it would mark an end to the current earnings recession, which takes place when corporate profits drop for two or more consecutive quarters.</p><p>Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Facebook Inc. (FB) are among the highlights of next week's slate, along with Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which will deliver results for the first time since it became a member of the S&P 500 . All three high-profile companies are scheduled to report Wednesday afternoon and expected to have produced record revenue in the holiday quarter.</p><p>The holiday quarter is always crucial for Apple, which releases new iPhones in the fall. With a slightly later launch than usual this year due to the pandemic pushing sales into the period, Apple is widely expected to post its largest quarterly revenue total ever throughout the COVID-19 crisis.</p><p>Full preview: Get ready for Apple's first $100 billion quarter in history</p><p>Facebook is also expected to post what should easily be a record quarter given strong digital advertising trends during the holiday period. Still, the company will face questions about user engagement and a decision to ban Donald Trump from the platform indefinitely over his role in inciting the violent riot at the U.S. Capitol. Bernstein analyst Mark Shmulik points to \"continued usage fatigue\" across social media as well as a \"conversation skewed towards unmonetizable political events.\"</p><p>Full preview: Facebook earnings still flourishing amid pandemic, economic slowdown and antitrust scrutiny</p><p>Tesla already disclosed delivery numbers for the full year that came in ahead of analyst expectations . RBC Capital Markets analyst Joseph Spak anticipates a delivery forecast of 825,000 to 875,000 million units for the full year, even though Chief Executive Elon Musk said on Tesla's last earnings call that an analyst was \"not far off\" for expecting 840,000 to a million deliveries during 2021.</p><p>Full preview: Can Tesla's sales growth match stock's rise?</p><p>Here's what else to watch for in the week ahead, which brings reports from 117 members of the S&P 500 and 13 Dow Jones Industrial Average components.</p><p>Boeing Co.'s <a href=\"https://laohu8.com/S/BA\">$(BA)$</a> journey remains turbulent even as the company's 737-MAX jets were recertified after being grounded for almost two years. Though the company began deliveries of these aircraft, \"the pace of delivering all 450 parked 737-MAX will be dictated by airline customers ability to absorb aircraft as well as air traffic demand,\" according to Benchmark Company analyst Josh Sullivan.</p><p>Boeing's Wednesday morning report will offer perspective on the company's recovery expectations amid the pandemic, though Sullivan sees volatility ahead stemming from a recent equity offering and the impact of the COVID-19 crisis on airlines.</p><p>The fourth-quarter reports from U.S. airlines have been bleak so far offer more on Thursday morning.</p><p>Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a> leads off a busy week of telecommunications earnings Tuesday morning, followed by AT&T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a> Wednesday morning and Comcast Corp. <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a> Thursday morning.</p><p>For the wireless carriers, a key issue will be the impact of iPhone 12 promotions on recent results . Investors will also be looking for information about a recent wireless auction offering spectrum that will be crucial for 5G network deployments. Though the bids haven't been made public yet, the auction drove record spending and AT&T and Verizon are both expected to have paid up handsomely to assert their standing. The question for investors is what impact these bids will have on the companies' financial positioning.</p><p>Full preview: AT&T earnings to kick off a defining year for telecom giant</p><p>AT&T and Comcast have more media exposure than Verizon, and those two companies have been trying to contend with the new realities brought on by the pandemic. Both companies have made moves to emphasize streaming more with their film slates given theater closures, and the financial implications of these moves will be worth watching.</p><p>The evolving situation with the pandemic is reflected perhaps no more clearly than in the results of <a href=\"https://laohu8.com/S/V\">Visa</a> Inc. (V), Mastercard Inc. <a href=\"https://laohu8.com/S/MA\">$(MA)$</a>, and American <a href=\"https://laohu8.com/S/EXPR\">Express</a> Co. <a href=\"https://laohu8.com/S/AXP\">$(AXP)$</a>, which have a pulse on the global consumer spending landscape. The companies should provide insight on a travel recovery toward the end of the year, as well as the impact of recent lockdowns.</p><p>Susquehanna analyst James Friedman wrote recently that his Mastercard revenue projection of $3.97 billion is slightly below the consensus view, though he also asked: \"does anyone really care about Q4 2020?\" Friedman is upbeat about mobile-payments and online-shopping dynamics that suggest \"positive trends ahead\" for Mastercard, which reports Thursday morning. Visa follows that afternoon, while American Express kicks of the week with its Tuesday morning report.</p><p>Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is poised to keep benefiting from Intel Corp.'s <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> stumbles, which analysts expect to last for some time .</p><p>\"We have low confidence that Intel will be able to close that transistor gap quickly, and therefore expect it to continue to lose share for the foreseeable future,\" Jefferies analyst Mark Lipacis wrote after Intel's latest earnings report. AMD will show how that dynamic has played out on its side of the equation when it posts numbers Tuesday afternoon.</p><p>Full preview: If Intel gets its act together, can AMD maintain swollen valuation?</p><p>Other chip makers reporting in the week ahead include Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a> on Tuesday afternoon; Xilinx Inc. <a href=\"https://laohu8.com/S/XLNX\">$(XLNX)$</a> , which is in line to be acquired by AMD, on Wednesday afternoon report, when it will be joined by chip-equipment maker Lam Research Corp. <a href=\"https://laohu8.com/S/LRCX\">$(LRCX)$</a>; and Western Digital Corp. <a href=\"https://laohu8.com/S/WDC\">$(WDC)$</a> on Thursday afternoon.</p><p>Among the 13 members of the Dow Jones Industrial Average set to report this week are 3M Co <a href=\"https://laohu8.com/S/MMM\">$(MMM)$</a>., Johnson & Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a>, American Express, Verizon, and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, all of which report Tuesday.</p><p>\"Near term, we see the company's COVID-19 vaccine readout as a key upcoming catalyst and believe efficacy in the 80%+ range would suggest a clear role for the product in the market,\" J.P. Morgan analyst Chris Schott wrote of Johnson & Johnson.</p><p>Cowen & Co. analyst J. Derrick Wood sees tough comparisons for Microsoft especially in its Azure and server businesses, though he expects a more favorable situation going forward.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Tesla and Facebook ready to report record sales in busiest week of earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Tesla and Facebook ready to report record sales in busiest week of earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-01-25 11:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Earnings Watch: Nearly a quarter of the S&P 500 scheduled to release results in the coming week</p><p>U.S. companies have barely managed to eke out positive earnings growth so far in this quarterly results season, but the big test arrives in the week ahead.</p><p>Nearly a quarter of the S&P 500 is set to report results, with those companies representing 39% of the index by market value, according to calculations based on FactSet data. Given that the S&P 500 is weighted by market capitalization, this roster of companies will have an outsize impact on the profit trajectory for the index.</p><p>Earnings are expected to decline for the fourth consecutive quarter once all results are in for the latest period, but those companies that have reported thus far have been beating expectations in aggregate.</p><p>The FactSet consensus now models a 5% earnings decline for the index, compared with the 6.3% drop projected a week ago . If profit growth for the S&P 500 ultimately ends up positive, it would mark an end to the current earnings recession, which takes place when corporate profits drop for two or more consecutive quarters.</p><p>Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and Facebook Inc. (FB) are among the highlights of next week's slate, along with Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which will deliver results for the first time since it became a member of the S&P 500 . All three high-profile companies are scheduled to report Wednesday afternoon and expected to have produced record revenue in the holiday quarter.</p><p>The holiday quarter is always crucial for Apple, which releases new iPhones in the fall. With a slightly later launch than usual this year due to the pandemic pushing sales into the period, Apple is widely expected to post its largest quarterly revenue total ever throughout the COVID-19 crisis.</p><p>Full preview: Get ready for Apple's first $100 billion quarter in history</p><p>Facebook is also expected to post what should easily be a record quarter given strong digital advertising trends during the holiday period. Still, the company will face questions about user engagement and a decision to ban Donald Trump from the platform indefinitely over his role in inciting the violent riot at the U.S. Capitol. Bernstein analyst Mark Shmulik points to \"continued usage fatigue\" across social media as well as a \"conversation skewed towards unmonetizable political events.\"</p><p>Full preview: Facebook earnings still flourishing amid pandemic, economic slowdown and antitrust scrutiny</p><p>Tesla already disclosed delivery numbers for the full year that came in ahead of analyst expectations . RBC Capital Markets analyst Joseph Spak anticipates a delivery forecast of 825,000 to 875,000 million units for the full year, even though Chief Executive Elon Musk said on Tesla's last earnings call that an analyst was \"not far off\" for expecting 840,000 to a million deliveries during 2021.</p><p>Full preview: Can Tesla's sales growth match stock's rise?</p><p>Here's what else to watch for in the week ahead, which brings reports from 117 members of the S&P 500 and 13 Dow Jones Industrial Average components.</p><p>Boeing Co.'s <a href=\"https://laohu8.com/S/BA\">$(BA)$</a> journey remains turbulent even as the company's 737-MAX jets were recertified after being grounded for almost two years. Though the company began deliveries of these aircraft, \"the pace of delivering all 450 parked 737-MAX will be dictated by airline customers ability to absorb aircraft as well as air traffic demand,\" according to Benchmark Company analyst Josh Sullivan.</p><p>Boeing's Wednesday morning report will offer perspective on the company's recovery expectations amid the pandemic, though Sullivan sees volatility ahead stemming from a recent equity offering and the impact of the COVID-19 crisis on airlines.</p><p>The fourth-quarter reports from U.S. airlines have been bleak so far offer more on Thursday morning.</p><p>Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a> leads off a busy week of telecommunications earnings Tuesday morning, followed by AT&T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a> Wednesday morning and Comcast Corp. <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a> Thursday morning.</p><p>For the wireless carriers, a key issue will be the impact of iPhone 12 promotions on recent results . Investors will also be looking for information about a recent wireless auction offering spectrum that will be crucial for 5G network deployments. Though the bids haven't been made public yet, the auction drove record spending and AT&T and Verizon are both expected to have paid up handsomely to assert their standing. The question for investors is what impact these bids will have on the companies' financial positioning.</p><p>Full preview: AT&T earnings to kick off a defining year for telecom giant</p><p>AT&T and Comcast have more media exposure than Verizon, and those two companies have been trying to contend with the new realities brought on by the pandemic. Both companies have made moves to emphasize streaming more with their film slates given theater closures, and the financial implications of these moves will be worth watching.</p><p>The evolving situation with the pandemic is reflected perhaps no more clearly than in the results of <a href=\"https://laohu8.com/S/V\">Visa</a> Inc. (V), Mastercard Inc. <a href=\"https://laohu8.com/S/MA\">$(MA)$</a>, and American <a href=\"https://laohu8.com/S/EXPR\">Express</a> Co. <a href=\"https://laohu8.com/S/AXP\">$(AXP)$</a>, which have a pulse on the global consumer spending landscape. The companies should provide insight on a travel recovery toward the end of the year, as well as the impact of recent lockdowns.</p><p>Susquehanna analyst James Friedman wrote recently that his Mastercard revenue projection of $3.97 billion is slightly below the consensus view, though he also asked: \"does anyone really care about Q4 2020?\" Friedman is upbeat about mobile-payments and online-shopping dynamics that suggest \"positive trends ahead\" for Mastercard, which reports Thursday morning. Visa follows that afternoon, while American Express kicks of the week with its Tuesday morning report.</p><p>Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is poised to keep benefiting from Intel Corp.'s <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> stumbles, which analysts expect to last for some time .</p><p>\"We have low confidence that Intel will be able to close that transistor gap quickly, and therefore expect it to continue to lose share for the foreseeable future,\" Jefferies analyst Mark Lipacis wrote after Intel's latest earnings report. AMD will show how that dynamic has played out on its side of the equation when it posts numbers Tuesday afternoon.</p><p>Full preview: If Intel gets its act together, can AMD maintain swollen valuation?</p><p>Other chip makers reporting in the week ahead include Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a> on Tuesday afternoon; Xilinx Inc. <a href=\"https://laohu8.com/S/XLNX\">$(XLNX)$</a> , which is in line to be acquired by AMD, on Wednesday afternoon report, when it will be joined by chip-equipment maker Lam Research Corp. <a href=\"https://laohu8.com/S/LRCX\">$(LRCX)$</a>; and Western Digital Corp. <a href=\"https://laohu8.com/S/WDC\">$(WDC)$</a> on Thursday afternoon.</p><p>Among the 13 members of the Dow Jones Industrial Average set to report this week are 3M Co <a href=\"https://laohu8.com/S/MMM\">$(MMM)$</a>., Johnson & Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a>, American Express, Verizon, and Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, all of which report Tuesday.</p><p>\"Near term, we see the company's COVID-19 vaccine readout as a key upcoming catalyst and believe efficacy in the 80%+ range would suggest a clear role for the product in the market,\" J.P. Morgan analyst Chris Schott wrote of Johnson & Johnson.</p><p>Cowen & Co. analyst J. Derrick Wood sees tough comparisons for Microsoft especially in its Azure and server businesses, though he expects a more favorable situation going forward.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2105413598","content_text":"Earnings Watch: Nearly a quarter of the S&P 500 scheduled to release results in the coming weekU.S. companies have barely managed to eke out positive earnings growth so far in this quarterly results season, but the big test arrives in the week ahead.Nearly a quarter of the S&P 500 is set to report results, with those companies representing 39% of the index by market value, according to calculations based on FactSet data. Given that the S&P 500 is weighted by market capitalization, this roster of companies will have an outsize impact on the profit trajectory for the index.Earnings are expected to decline for the fourth consecutive quarter once all results are in for the latest period, but those companies that have reported thus far have been beating expectations in aggregate.The FactSet consensus now models a 5% earnings decline for the index, compared with the 6.3% drop projected a week ago . If profit growth for the S&P 500 ultimately ends up positive, it would mark an end to the current earnings recession, which takes place when corporate profits drop for two or more consecutive quarters.Apple Inc. $(AAPL)$ and Facebook Inc. (FB) are among the highlights of next week's slate, along with Tesla Inc. $(TSLA)$, which will deliver results for the first time since it became a member of the S&P 500 . All three high-profile companies are scheduled to report Wednesday afternoon and expected to have produced record revenue in the holiday quarter.The holiday quarter is always crucial for Apple, which releases new iPhones in the fall. With a slightly later launch than usual this year due to the pandemic pushing sales into the period, Apple is widely expected to post its largest quarterly revenue total ever throughout the COVID-19 crisis.Full preview: Get ready for Apple's first $100 billion quarter in historyFacebook is also expected to post what should easily be a record quarter given strong digital advertising trends during the holiday period. Still, the company will face questions about user engagement and a decision to ban Donald Trump from the platform indefinitely over his role in inciting the violent riot at the U.S. Capitol. Bernstein analyst Mark Shmulik points to \"continued usage fatigue\" across social media as well as a \"conversation skewed towards unmonetizable political events.\"Full preview: Facebook earnings still flourishing amid pandemic, economic slowdown and antitrust scrutinyTesla already disclosed delivery numbers for the full year that came in ahead of analyst expectations . RBC Capital Markets analyst Joseph Spak anticipates a delivery forecast of 825,000 to 875,000 million units for the full year, even though Chief Executive Elon Musk said on Tesla's last earnings call that an analyst was \"not far off\" for expecting 840,000 to a million deliveries during 2021.Full preview: Can Tesla's sales growth match stock's rise?Here's what else to watch for in the week ahead, which brings reports from 117 members of the S&P 500 and 13 Dow Jones Industrial Average components.Boeing Co.'s $(BA)$ journey remains turbulent even as the company's 737-MAX jets were recertified after being grounded for almost two years. Though the company began deliveries of these aircraft, \"the pace of delivering all 450 parked 737-MAX will be dictated by airline customers ability to absorb aircraft as well as air traffic demand,\" according to Benchmark Company analyst Josh Sullivan.Boeing's Wednesday morning report will offer perspective on the company's recovery expectations amid the pandemic, though Sullivan sees volatility ahead stemming from a recent equity offering and the impact of the COVID-19 crisis on airlines.The fourth-quarter reports from U.S. airlines have been bleak so far offer more on Thursday morning.Verizon Communications Inc. $(VZ)$ leads off a busy week of telecommunications earnings Tuesday morning, followed by AT&T Inc. $(T)$ Wednesday morning and Comcast Corp. $(CMCSA)$ Thursday morning.For the wireless carriers, a key issue will be the impact of iPhone 12 promotions on recent results . Investors will also be looking for information about a recent wireless auction offering spectrum that will be crucial for 5G network deployments. Though the bids haven't been made public yet, the auction drove record spending and AT&T and Verizon are both expected to have paid up handsomely to assert their standing. The question for investors is what impact these bids will have on the companies' financial positioning.Full preview: AT&T earnings to kick off a defining year for telecom giantAT&T and Comcast have more media exposure than Verizon, and those two companies have been trying to contend with the new realities brought on by the pandemic. Both companies have made moves to emphasize streaming more with their film slates given theater closures, and the financial implications of these moves will be worth watching.The evolving situation with the pandemic is reflected perhaps no more clearly than in the results of Visa Inc. (V), Mastercard Inc. $(MA)$, and American Express Co. $(AXP)$, which have a pulse on the global consumer spending landscape. The companies should provide insight on a travel recovery toward the end of the year, as well as the impact of recent lockdowns.Susquehanna analyst James Friedman wrote recently that his Mastercard revenue projection of $3.97 billion is slightly below the consensus view, though he also asked: \"does anyone really care about Q4 2020?\" Friedman is upbeat about mobile-payments and online-shopping dynamics that suggest \"positive trends ahead\" for Mastercard, which reports Thursday morning. Visa follows that afternoon, while American Express kicks of the week with its Tuesday morning report.Advanced Micro Devices Inc. $(AMD)$ is poised to keep benefiting from Intel Corp.'s $(INTC)$ stumbles, which analysts expect to last for some time .\"We have low confidence that Intel will be able to close that transistor gap quickly, and therefore expect it to continue to lose share for the foreseeable future,\" Jefferies analyst Mark Lipacis wrote after Intel's latest earnings report. AMD will show how that dynamic has played out on its side of the equation when it posts numbers Tuesday afternoon.Full preview: If Intel gets its act together, can AMD maintain swollen valuation?Other chip makers reporting in the week ahead include Texas Instruments Inc. $(TXN)$ on Tuesday afternoon; Xilinx Inc. $(XLNX)$ , which is in line to be acquired by AMD, on Wednesday afternoon report, when it will be joined by chip-equipment maker Lam Research Corp. $(LRCX)$; and Western Digital Corp. $(WDC)$ on Thursday afternoon.Among the 13 members of the Dow Jones Industrial Average set to report this week are 3M Co $(MMM)$., Johnson & Johnson $(JNJ)$, American Express, Verizon, and Microsoft Corp. $(MSFT)$, all of which report Tuesday.\"Near term, we see the company's COVID-19 vaccine readout as a key upcoming catalyst and believe efficacy in the 80%+ range would suggest a clear role for the product in the market,\" J.P. Morgan analyst Chris Schott wrote of Johnson & Johnson.Cowen & Co. analyst J. Derrick Wood sees tough comparisons for Microsoft especially in its Azure and server businesses, though he expects a more favorable situation going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319635835,"gmtCreate":1611576242727,"gmtModify":1704860886409,"author":{"id":"3560506615038202","authorId":"3560506615038202","name":"woodliao","avatar":"https://static.tigerbbs.com/57e3661d198ef0b8b70bac7045d2f9ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560506615038202","idStr":"3560506615038202"},"themes":[],"htmlText":"Huat ahhhh","listText":"Huat ahhhh","text":"Huat ahhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319635835","repostId":"2105349950","repostType":4,"repost":{"id":"2105349950","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1611573575,"share":"https://ttm.financial/m/news/2105349950?lang=&edition=fundamental","pubTime":"2021-01-25 19:19","market":"us","language":"en","title":"Get ready for Apple's first $100 billion quarter in history","url":"https://stock-news.laohu8.com/highlight/detail?id=2105349950","media":"Dow Jones","summary":"Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark. Even a pandemic can't stop Apple Inc. from hitting new records.The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.Apple's $$ fiscal first-quarter results will be the firs","content":"<p>Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark</p><p>Even a pandemic can't stop Apple Inc. from hitting new records.</p><p>The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.</p><p>Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty.</p><p>Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.</p><p>Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .</p><p>Analysts expect record performance for the company's services category as well, though <a href=\"https://laohu8.com/S/AONE\">one</a> area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.</p><p>Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.</p><p>Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.</p><p>Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.</p><p>The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.</p><p>Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.</p><p>Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.</p><p>Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.</p><p>\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.</p><p>Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.</p><p>More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple</p><p>\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"</p><p>Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.</p><p>Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.</p><p>For more: Apple bear throws cold water on 'supercycle' story</p><p>\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .</p><p>Monness, Crespi, Hardt & Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.</p><p>Read: Apple is getting an earful over the AirPods Max's $549 price tag</p><p>\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Get ready for Apple's first $100 billion quarter in history</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGet ready for Apple's first $100 billion quarter in history\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-01-25 19:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark</p><p>Even a pandemic can't stop Apple Inc. from hitting new records.</p><p>The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.</p><p>Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty.</p><p>Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.</p><p>Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .</p><p>Analysts expect record performance for the company's services category as well, though <a href=\"https://laohu8.com/S/AONE\">one</a> area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.</p><p>Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.</p><p>Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.</p><p>Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.</p><p>The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.</p><p>Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.</p><p>Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.</p><p>Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.</p><p>\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.</p><p>Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.</p><p>More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple</p><p>\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"</p><p>Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.</p><p>Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.</p><p>For more: Apple bear throws cold water on 'supercycle' story</p><p>\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .</p><p>Monness, Crespi, Hardt & Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.</p><p>Read: Apple is getting an earful over the AirPods Max's $549 price tag</p><p>\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2105349950","content_text":"Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone markEven a pandemic can't stop Apple Inc. from hitting new records.The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.Apple's $(AAPL)$ fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of Morgan Stanley analyst Katy Huberty.Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .Analysts expect record performance for the company's services category as well, though one area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.For more: Apple bear throws cold water on 'supercycle' story\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .Monness, Crespi, Hardt & Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.Read: Apple is getting an earful over the AirPods Max's $549 price tag\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
