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Category: Bernstein

Apple’s App Tracking Transparency could provide multibillion-dollar lift to its own ad business

Posted on November 12, 2021
Apple’s App Tracking Transparency could provide multibillion-dollar lift to its own ad business

Apple could see a multibillion-dollar lift to its advertising business from its adoption of App Tracking Transparency which offers users control of tracking on Macs, iPhones, iPads, and Apple TVs, according to Bernstein analyst Toni Sacconaghi. Eric J. Savitz for Barron’s: Sacconaghi said in a research note Thursday [that] Apple launched new app-tracking limitations in…

Read More “Apple’s App Tracking Transparency could provide multibillion-dollar lift to its own ad business” »

Advertising, App Tracking Transparency, Apple, Bernstein, News, Privacy, Toni Sacconaghi

Google to pay Apple $15 billion to remain Safari’s default search engine this year

Posted on August 28, 2021
Google to pay Apple $15 billion to remain Safari’s default search engine this year

Google is expected to pay Apple $15 billion this year for its search engine to remain the default on Apple’s Safari web browser. Florence Ion for Gizmodo: Google seems to have no problem doling out cash to ensure it remains the search engine of choice. Documents have shown the company offers financial incentives to smartphone…

Read More “Google to pay Apple $15 billion to remain Safari’s default search engine this year” »

Apple, Bernstein, Google, News, Safari, Safari default search

Apple may be preparing a search engine to take on Google

Posted on August 27, 2020
Apple may be preparing a search engine to take on Google

Changes in Spotlight Search on iOS and iPadOS 14 beta, a significant update to its Applebot support page, and an increase in crawling from AppleBot signify that Apple may be launching a search engine soon, Jon Henshaw writes for for Coywolf. Apple’s Spotlight search on the Mac It’s common knowledge that Google pays billions of…

Read More “Apple may be preparing a search engine to take on Google” »

Apple, Apple acquisitions, Bernstein, DuckDuckGo, Google, Opinion, search engines, Toni Sacconaghi

Analyst: Apple should buy DuckDuckGo search engine

Posted on June 8, 2020
Analyst: Apple should buy DuckDuckGo search engine

In a new note to clients, Bernstein analyst Toni Sacconaghi suggests that Apple should buy DuckDuckGo, the search engine which he values at around $1 billion, in order to gain lucrative ad money and put pressure on Google. Brandy Betz for Seeking Alpha: In a research note, Sacconaghi notes that Google could break ties with…

Read More “Analyst: Apple should buy DuckDuckGo search engine” »

Apple, Apple acquisitions, Bernstein, DuckDuckGo, Google, News, search engines, Toni Sacconaghi

Apple earnings: ‘The worst is yet to come’ – analyst

Posted on April 23, 2020
Apple earnings: ‘The worst is yet to come’ – analyst

Everybody expects Apple earnings for fiscal Q220 to be less than stellar. Applel reports after market close next Thursday, but the quarter after that — Apple’s Q3 which ends in June — could be even worse, according to Bernstein analyst Toni Sacconaghi. Eric J. Savitz for Barron’s: Two months ago, the company withdrew its revenue…

Read More “Apple earnings: ‘The worst is yet to come’ – analyst” »

AAPL, Aple, Apple earnings, Bernstein, News, Q220 conference call, Q220 earnings, Q320 guidance, Toni Sacconaghi

Apple Pay takes 5% of global card payments, on pace for 10% by 2025

Posted on February 12, 2020
Apple Pay takes 5% of global card payments, on pace for 10% by 2025

Apple Pay is amassing a growing share of card payments around the world, already around 5% of global card payments. And Apple Pay is expected to grow to 10% of such payments within 5 years, posing a threat to rivals such as Pay Pal. John Detrixhe for Quartz: Apple Pay is easy and works with…

Read More “Apple Pay takes 5% of global card payments, on pace for 10% by 2025” »

Apple Card, Apple Pay, Apple Pay share, Apple Wallet, Bernstein, Harshita Rawat, Juniper Research, News

Analyst who couldn’t find ‘missing’ iPhones claims Apple TV+ is ‘failing to resonate’

Posted on February 5, 2020
Analyst who couldn’t find ‘missing’ iPhones claims Apple TV+ is ‘failing to resonate’

Bernstein Research analyst Toni Sacconaghi — you know, the “analyst” who couldn’t find Apple’s “missing” iPhones on his first try — is back for more, claiming that Apple TV+ is “failing to resonate.” Apple TV+ is home to the biggest directors and top stars Ryan Vlastelica for Bloomberg: Analyst Toni Sacconaghi estimated that fewer than…

Read More “Analyst who couldn’t find ‘missing’ iPhones claims Apple TV+ is ‘failing to resonate’” »

Apple, Apple TV, Bernstein, finance, investing, News, Toni Sacconaghi

Why are so many skipping their free Apple TV+ trials?

Posted on February 3, 2020
Why are so many skipping their free Apple TV+ trials?

Apple TV+ is available on the Apple TV app with a seven-day free trial for new subscribers on iPhone, iPad, Apple TV 4K, Apple TV HD, Apple TV (3rd generation), iPod touch and Mac. For a limited time, customers who purchase a new iPhone, iPad, Apple TV, Mac or iPod touch starting September 10, 2019…

Read More “Why are so many skipping their free Apple TV+ trials?” »

Apple Originals, Apple streaming service, Apple TV, Apple TV app, Bernstein, free Apple TV+, free Apple TV+ trial, News, Toni Sacconaghi

Apple price targets rise as analysts see more upside after 2019 rally

Posted on January 7, 2020

Ryan Vlastelica, Bloomberg News: Apple Inc.’s price target was raised to $350 from $280 at Needham, which wrote that the iPhone maker had a number of tailwinds in 2020 that could help it extend last year’s strong rally… Needham analyst Laura Martin wrote that Apple was on her conviction list for a second straight year,…

Read More “Apple price targets rise as analysts see more upside after 2019 rally” »

AAPL, Apple, Apple price targets, Bernstein, finance, investing, JPMorgan, Laura Martin, Needham, News, Samik Chatterjee

Apple AirPods sales totaled $6 billion this year, could generate $15 billion in 2020

Posted on December 20, 2019
Apple AirPods sales totaled $6 billion this year, could generate $15 billion in 2020

AirPods Pro bring Active Noise Cancellation with superior sound to the AirPods family. Apple sold $6 billion worth of AirPods this year and should sell more than double that next year, according to Toni Sacconaghi of Bernstein. Jesse Pound for CNBC: Sales of Apple’s AirPods nearly doubled to $6 billion this year and should take…

Read More “Apple AirPods sales totaled $6 billion this year, could generate $15 billion in 2020” »

AirPods, Apple, Bernstein, hearables, News, Toni Sacconaghi, true wireless earphones, Wearables

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