[Thinking]_老虎社区_美港股上老虎

2021-05-13

[Thinking]

Apple To See Revenue Growth Ahead Of Street Expectations Through 2025, Munster Estimates: What You Need To Know

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":191750721,"tweetId":"191750721","gmtCreate":1620909956863,"gmtModify":1634195376882,"author":{"id":3575672525273340,"idStr":"3575672525273340","authorId":3575672525273340,"authorIdStr":"3575672525273340","name":"314d0522","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>[Thinking]&nbsp; </body></html>","htmlText":"<html><head></head><body>[Thinking]&nbsp; </body></html>","text":"[Thinking]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/191750721","repostId":1139196496,"repostType":4,"repost":{"id":"1139196496","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1620906144,"share":"https://www.laohu8.com/m/news/1139196496?lang=&edition=full","pubTime":"2021-05-13 19:42","market":"us","language":"en","title":"Apple To See Revenue Growth Ahead Of Street Expectations Through 2025, Munster Estimates: What You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1139196496","media":"Benzinga","summary":"Apple Inc AAPL will continue to grow ahead of Wall Street’s expectations from the fiscal year 2022 o","content":"Apple Inc&nbsp;AAPL&nbsp;will continue to grow ahead of Wall Street’s expectations from the fiscal year 2022 onwards, Loup Ventures Managing Partner Gene Munster said on Thursday.\nBeating Street Expectations:&nbsp;The Cupertino-based tech giant will face more difficult comps as it emerges from the pandemic but will continue to grow revenue ahead of expectations —&nbsp;helped by accelerating digital transformation, Munster wrote in a note.\nMunster estimates&nbsp;Apple’s 2021 revenue to grow at 28%,&nbsp;in line with analyst consensus. The analyst expects the maker of iPhones and iPads’ revenue growth to slow down to 8% for both 2022 and 2023 respectively, which would still be well ahead of the&nbsp;industry consensus of 4% annual revenue growth.\nFor the remaining two years, Munster expects Apple to maintain a 6% revenue growth annually.\nProduct Brakedown:&nbsp;iPhone, which generates over half of the company’s sales,&nbsp; is expected to grow at 33% in 2021 and those of Mac and Ipads to be 18% and 26% respectively in 2021, Munster noted.\nHowever, Macbooks and iPads sales growth rates will surpass those of iPhones in 2022, the analyst&nbsp;estimates.\nMunster expects Mac and iPad revenues to grow 8%, 7%, 6%, and 4% in fiscal year 2022, 2023, 2024 and 2025, respectively. In contrast, Munster estimates iPhone sales to grow 5%, 4%, 2% and 2% respectively.\nOn iPhones, Munster believes the street is underestimating the multi-year iPhone upgrade cycle that will last through FY23 and only accelerate with the 5G rollout, which is currently limited in the U.S. but will turn into a “must-have” feature once more carriers roll out expansions.\nOn Mac and iPad, he believes the work and learn-from-anywhere transformation will continue to benefit these product lines for the next three years plus, as employees, students, and organizations settle into the new hybrid paradigm.\nStanding Among Peers:&nbsp;The veteran Apple analyst estimates Apple’s revenue growth rate outlook to be lower than its FAANG peers. Munster estimatesFacebook IncFB,Amazon.com IncAMZN,Alphabet IncGOOGL, andNetflix IncNFLXto grow revenue in double-digits in 2022 in the 15% to 19% range.\nWhat Could Go Wrong:&nbsp;Munster however warned he could be overestimating the unfolding digital transformation that could result in a step-down in Apple's growth rates.\nFurther, the App Store service, Apple’s second-largest revenue-generating unit, could face a 20% headwind if Apple is forced to reduce its cut&nbsp;in half from 30% to 15% in light oflegal action&nbsp;in the U.S. and the European Union.\nPrice Action:&nbsp;Apple shares traded 0.4% lower at $122.2 in the pre-market session Wednesday.","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 To See Revenue Growth Ahead Of Street Expectations Through 2025, Munster Estimates: What You Need To Know</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 To See Revenue Growth Ahead Of Street Expectations Through 2025, Munster Estimates: What You Need To Know\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-05-13 19:42\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\nApple Inc&nbsp;AAPL&nbsp;will continue to grow ahead of Wall Street’s expectations from the fiscal year 2022 onwards, Loup Ventures Managing Partner Gene Munster said on Thursday.\nBeating Street Expectations:&nbsp;The Cupertino-based tech giant will face more difficult comps as it emerges from the pandemic but will continue to grow revenue ahead of expectations —&nbsp;helped by accelerating digital transformation, Munster wrote in a note.\nMunster estimates&nbsp;Apple’s 2021 revenue to grow at 28%,&nbsp;in line with analyst consensus. The analyst expects the maker of iPhones and iPads’ revenue growth to slow down to 8% for both 2022 and 2023 respectively, which would still be well ahead of the&nbsp;industry consensus of 4% annual revenue growth.\nFor the remaining two years, Munster expects Apple to maintain a 6% revenue growth annually.\nProduct Brakedown:&nbsp;iPhone, which generates over half of the company’s sales,&nbsp; is expected to grow at 33% in 2021 and those of Mac and Ipads to be 18% and 26% respectively in 2021, Munster noted.\nHowever, Macbooks and iPads sales growth rates will surpass those of iPhones in 2022, the analyst&nbsp;estimates.\nMunster expects Mac and iPad revenues to grow 8%, 7%, 6%, and 4% in fiscal year 2022, 2023, 2024 and 2025, respectively. In contrast, Munster estimates iPhone sales to grow 5%, 4%, 2% and 2% respectively.\nOn iPhones, Munster believes the street is underestimating the multi-year iPhone upgrade cycle that will last through FY23 and only accelerate with the 5G rollout, which is currently limited in the U.S. but will turn into a “must-have” feature once more carriers roll out expansions.\nOn Mac and iPad, he believes the work and learn-from-anywhere transformation will continue to benefit these product lines for the next three years plus, as employees, students, and organizations settle into the new hybrid paradigm.\nStanding Among Peers:&nbsp;The veteran Apple analyst estimates Apple’s revenue growth rate outlook to be lower than its FAANG peers. Munster estimatesFacebook IncFB,Amazon.com IncAMZN,Alphabet IncGOOGL, andNetflix IncNFLXto grow revenue in double-digits in 2022 in the 15% to 19% range.\nWhat Could Go Wrong:&nbsp;Munster however warned he could be overestimating the unfolding digital transformation that could result in a step-down in Apple's growth rates.\nFurther, the App Store service, Apple’s second-largest revenue-generating unit, could face a 20% headwind if Apple is forced to reduce its cut&nbsp;in half from 30% to 15% in light oflegal action&nbsp;in the U.S. and the European Union.\nPrice Action:&nbsp;Apple shares traded 0.4% lower at $122.2 in the pre-market session Wednesday.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139196496","content_text":"Apple Inc AAPL will continue to grow ahead of Wall Street’s expectations from the fiscal year 2022 onwards, Loup Ventures Managing Partner Gene Munster said on Thursday.\nBeating Street Expectations: The Cupertino-based tech giant will face more difficult comps as it emerges from the pandemic but will continue to grow revenue ahead of expectations — helped by accelerating digital transformation, Munster wrote in a note.\nMunster estimates Apple’s 2021 revenue to grow at 28%, in line with analyst consensus. The analyst expects the maker of iPhones and iPads’ revenue growth to slow down to 8% for both 2022 and 2023 respectively, which would still be well ahead of the industry consensus of 4% annual revenue growth.\nFor the remaining two years, Munster expects Apple to maintain a 6% revenue growth annually.\nProduct Brakedown: iPhone, which generates over half of the company’s sales,  is expected to grow at 33% in 2021 and those of Mac and Ipads to be 18% and 26% respectively in 2021, Munster noted.\nHowever, Macbooks and iPads sales growth rates will surpass those of iPhones in 2022, the analyst estimates.\nMunster expects Mac and iPad revenues to grow 8%, 7%, 6%, and 4% in fiscal year 2022, 2023, 2024 and 2025, respectively. In contrast, Munster estimates iPhone sales to grow 5%, 4%, 2% and 2% respectively.\nOn iPhones, Munster believes the street is underestimating the multi-year iPhone upgrade cycle that will last through FY23 and only accelerate with the 5G rollout, which is currently limited in the U.S. but will turn into a “must-have” feature once more carriers roll out expansions.\nOn Mac and iPad, he believes the work and learn-from-anywhere transformation will continue to benefit these product lines for the next three years plus, as employees, students, and organizations settle into the new hybrid paradigm.\nStanding Among Peers: The veteran Apple analyst estimates Apple’s revenue growth rate outlook to be lower than its FAANG peers. Munster estimatesFacebook IncFB,Amazon.com IncAMZN,Alphabet IncGOOGL, andNetflix IncNFLXto grow revenue in double-digits in 2022 in the 15% to 19% range.\nWhat Could Go Wrong: Munster however warned he could be overestimating the unfolding digital transformation that could result in a step-down in Apple's growth rates.\nFurther, the App Store service, Apple’s second-largest revenue-generating unit, could face a 20% headwind if Apple is forced to reduce its cut in half from 30% to 15% in light oflegal action in the U.S. and the European Union.\nPrice Action: Apple shares traded 0.4% lower at $122.2 in the pre-market session Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/191750721"}