Apple's earnings results were much better than feared, says Wedbush's Dan Ives
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- เผยแพร่เมื่อ 6 ก.พ. 2025
- Dan Ives, Wedbush Securities global head of technology research, joins 'Squawk on the Street' to discuss Ives' biggest takeaway from Apple's earnings results, what the public learned about Apple Intelligence, and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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I’d like to see Dan Ives get thru an interview without using any superlatives or analogies
Then put that in the prompt of some text to video AI because it will never happen. Show someone the video and they won’t recognize him.
i’ve been following him for years as a long time apple investor. he has not steered me wrong yet
2025 will be the biggest iPhone upgrade ever
Yes, it will with the IPhone 17 major redesign and AI progress.
Dan Ives is what Tom Lee look like if he wear pink
lol I was going to come here an comment that Dan Ives is trying so hard to be Tom Lee.
Thank you.
Much better than feared.. it’s trading at 240 dollars. U.s valuations are mental as are the market participants.
Dan Ives sees no flaw in anything tech related. lol
People forget the billions and billions funneling into the S&P 500 funds every week. 7% of that money is automatically buying Apple stock by default. Apple stock over time also goes up by default. Knowing this simple fact makes some us very rich.
Many of those Apple rich are boomer generation like me. PE of 34 is not compatible with being over 50% of my net worth. I am selling covered calls.
Nice suit
10 Flamingos were sacrified.
The saviour of baggies is here 😂
you sat on the dock and watched the great Apple wealth ship sail into the sunset. Now you are just a low budget bitter hobo. Destined to be poor and angry.
I don’t buy this whole Apple doesn’t innovate.. all of their products are a step above everybody else’s as far as quality goes.. the Apple AirPods change the way people listen to music and deal with their phones.. the software in the products are flawless.. and even though you don’t think so and I’ve seen a division pro is awesome and when they bring it down in price, it’s gonna definitely take its place… This is a company that has a 98% user satisfaction rating… I’ll just leave it at that
People aren't upgrading their phones in the numbers they used to. They tried to get into autonomous cars and that failed, they tried to get into media entertainment and that didn't make much of a splash, they haven't done anything in terms of innovation...
Wearables, I agree. AirPods and Watch, they’re ahead by a wide margin.
The phones themselves, feel completely opposite. Flawless is NOT how I’d describe these past few software updates or the limited and staggered implementation of AI. Best thing they can do is start skipping years in between and give themselves time to innovate again.
@@Chad_Maxwhile its correct that iPhone users are not upgrading as often as before, and time to upgrade is now about 4.5 years, the install base of now over 1.5B iPhones gives you around 300-350M iPhones older than 4 years old EVERY YEAR. Add in brand new users and Android switchers at about 15% of sales (30+M), and Apple has held at 226-234M sales annually for the last 2 years in a “down” & inflationary post pandemic period. It sold 242M in 2022 during the pandemic pull forward year and everyone expects apple to someday reach that and surpass it, IF it has the right product.
Apple is currently holding at around $200-205B in annual iPhone sales for last 3 years, far and away the highest revenue smartphone maker, Samsung is second at only $71B for 2024 in their MX smartphone division (which also includes tablets, computers, wearables) so while selling about the same or many time 20% more units than Apple, they make about 2/3 less revenue and much much less in terms of profits..
98% satisfaction and ~45% net margins with net zero environmental impact means that many of the inovations simply aren’t good enough to release.
I’ve had majority of my holdings in tech stocks and irrespective of market changes, I’ve done pretty well especially with apple’s P/E(price to earnings ratio) gaining over 30% this past decade, now my questions is what stocks do you think will be the next apple in terms of growth for the next decade.
Because Apple has surpassed the competition, it may be difficult to locate the next Apple inside the tech stock industry. It is best to look beyond technology stocks.
Well things are different now, same market strategies applied over last decade wouldn’t apply to the current market, so to actually figure out how to outperform the market and stay afloat for the next decade, you should reach out to a financial advisor, that’s how I’ve managed to properly diversify across the right asset classes and gained over $450k in profit this past couple years.
That’s impressive, have you always had a financial advisor?
Google Jessica Dawn Walters and do your own research. She has portfolio management down to a science
She seems to be well-educated and well-read. I ran a Google search for her name and came across his website; thank you for sharing.
No news “feeds” no fear. Who’s the problem and why 😊
Apple is dying. Unless they start to be innovative again
Your mom loves Apple, she said Apple intelligence is smarter than you.
The sniveling shorts have been saying that for decades. What they are realy beging for is a mistake.
Today you can buy a base Mac mini for $500, install Deepseek AI, and you have the most capable and advanced system in the world! THAT is innovation!
The Lord showed me this path and now He's guiding me further))Thank you Lord From $10K to $110K that's the minimum range of profit return every week I think it's not a bad one for me, now I have enough to pay bills and take care of my family...
Dan Ives will buy the top.
Ives has NEVER been wrong about Apple, he has made many millionaires.
Oh Gosh…such a cheerleader.
He even wears a uniform
pumper
Cupertino playing checkers while others play chess
This kind of thinking is precisely why you remain a poor low budget hobo.
The richest company now wants subsides. Apple Intelligence. What a joke.
your mom says Apple intelligence is smarter than you.