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Apple is one of the few tech majors that has been able to avoid the layoff waves in tech as a result of smart management and no overhiring. However, the company’s last result was a complete disappointment as it failed to live up to market expectations with respect to revenues as well as earnings. The Mac's revenue was $7.7 billion and iPad sales also increased 30% to $9.4 billion overall which was a good sign. In emerging markets, the installed base increased by double digits. The company began
Companies: APPLE (AAPL:NYSE)Apple Inc. (AAPL:NAS)
Baptista Research
Apple has been correcting along with broader markets and the company’s performance has also been hit by the Covid-19 outbreak in the Foxconn unit in China that produces iPhones. The company’s results were fairly good and it surpassed Wall Street expectations in terms of revenues as well as earnings with a good performance from iPhone, accessories, home, and wearables. The company reached a ne record in its installed base of active devices driven by the quarterly record of upgraders as well as gr
Despite supply shortages, significant currency headwinds, and the adverse geopolitical impact on Apple’s business in Russia, the company reported an outstanding quarter with revenue of $83 billion, surpassing Wall Street expectations and also delivering an earnings beat. The company reached an all-time high in the number of active devices it has installed. Apple unleashed a surge of innovation that included the entirely revamped MacBook Air and a new 13-inch MacBook Pro. M2, their newest Apple s
Companies: Apple Inc. (AAPL:NAS)Apple Inc. (0R2V:LON)
Apple has reported another strong financial performance with a strong growth in subscriptions. Home and accessories, wearables, Mac, and iPhone, had a particularly strong performance over the past year. With Apple silicon, leaps and bounds have been seen in efficiency and performance. Last month Apple announced another breakthrough with yet another powerful chip for a PC named M1 Ultra. The company has also expanded its iPhone offerings, adding up two very pretty green finishes to the iPhone 13.
Apple set an all-time revenue record of nearly $124 billion during the busy holiday season, up 11% from last year and better than they had expected at the start of the quarter. The company’s active installed base has surpassed 1.8 billion, a new high. Apple increased sales in all product categories in the last quarter, except iPad, where supply constraints were particularly severe, and set new highs for iPhone, Mac, wearables, home, and accessories. Despite supply constraints, its largest revenu
Apple reported strong fourth-quarter financial results resulting from a robust demand for its iPhone as well service offerings. The company set a new fourth-quarter revenue record of $83.4 billion, up 29% compared to the previous year. On the product side, Apple’s revenue was $65.1 billion, up 30% year on year, as the company saw higher-than-expected demand for its products despite a negative impact of close to $6 billion from supply constraints. The iPhone continues to be the largest contributo
Apple has reached our target price after another phenomenal quarter with a 36% jump in revenues and a near triple-digit growth in the earnings per share. The company witnessed a phenomenal growth in emerging markets like India, Latin America, Vietnam, and of course, the Chinese market. The iPhone 12 family was the star contributor with a staggering $39.6 billion in revenues for the quarter. The management fought through the semiconductor shortage and managed to deliver $8.2 billion in Mac sales
Two years after Apple broke new high-end ground with its first $1,000 iPhone, Apple reduced the price of its least expensive current-year iPhone. The online services (Apple TV+ and Apple Arcade) Apple launched on Tuesday were also lower in price than expected and give Apple a way to entice new customers with content that's more expensive or impossible to get elsewhere. McDonald's announced it has agreed to acquire Apprente, a Silicon Valley company founded in 2017, which uses AI to understand dr
Companies: Apple Inc. (0R2V:LON)JD.com, Inc. Sponsored ADR Class A (0JOQ:LON)
Arden Partners
Apple reported earnings for its June quarter on Tuesday that were above expectations, and the company's revenue returned to growth after two straight down quarters. Apple’s guidance also beat analyst expectations. The stock rose more than 4% in after-hours trading. China's Huawei reported a 23.2% year-over-year increase in revenue for the first six months of 2019 year despite facing political headwinds. Huawei's carrier business, which sells core networking equipment, reported 146.5 billion yuan
Companies: Apple Inc.
A swing to operating profit will help Imagination through its sale process. Although there is much uncertainty as to what value can be achieved.
Companies: Imagination Technologies GroupApple Inc.
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Louis Capital
Research Tree provides access to ongoing research coverage, media content and regulatory news on Apple Inc.. We currently have 0 research reports from 8 professional analysts.
Just 15 months after winning its first order in the Low Earth Orbit (LEO) satellite communications market, Filtronic has announced a 5-year strategic partnership with SpaceX which includes an initial $19.7m (£15.8m) E-band amplifier production order for delivery in FY25. As a result, we upgrade our FY24/FY25 forecasts and lift our target price to 57.4p (was 37.5p), equivalent to 74% upside. Although this is the first time SpaceX’s Starlink has been named as a Filtronic customer, this is now the
Companies: Filtronic plc
Cavendish
Companies: 88E CNC FTC TRCS HEIQ CREO ZAM
Filtronic has signed a strategic partnership and commercial agreement with SpaceX which includes a production order worth £15.8m and warrants that could be exercised for up to 10% of existing share capital. Filtronic announced its first orders from SpaceX in January 2023, although the customer was unnamed at that point. Since then, SpaceX has placed orders totalling $43m (including yesterday’s order) for products to support the build out of its Starlink low Earth orbit (LEO) satellite constellat
Edison
24th April 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced Dish of the day Admissions: Delistings: What’s baking in the oven? ** Potential**** Initial Public Offerings: Reverse Takeovers: 16 April 2024: Electric Guitar (ELEG.L) Concurrent with its Admission to trading on AIM, Electric Guitar is proposing to acquire the entire issued share capital of 3radi
Companies: FTC AGL SRT SOU G4M AOM SUP
Hybridan
CyanConnode exceeded FY24 revenue expectations and has high visibility into FY25, supported by strong deliveries and a growing backlog respectively.
Companies: CyanConnode Holdings plc
Zeus Capital
Artificial intelligence (AI) is a double-edged sword in cybersecurity. Whilst new AI models, architectures, and innovations are emerging to protect the security posture of organisations, attackers are also benefiting from deepfakes, sophisticated phishing, and automation of malicious codes. To ensure the impact of AI on cybersecurity to be a net-positive, we need to pit good AI against bad AI. Point solutions enhanced with machine learning: Global cybersecurity has been built with point soluti
Companies: EPIC DARK TIDE IGP IOM NCC CHRT CNS CLCO TERN SWG CCS SYS BVC
SRT Marine Systems has reported a change of year end from 12-months to March 2024 to 15-months to June 2024, with revenue forecasts extended by three months for both new year ends, and an encouraging operational update. The company is concerned that government related paperwork on two existing CG projects (SEA and ME) may not be completed in time for a March invoice and risks falling into the next quarter. In one jurisdiction where there a number of new project prospects, the company must meet s
Companies: SRT Marine Systems plc
Filtronic’s recent investment and focus on high-performance radio frequency (RF) design and manufacturing is starting to pay off, with recent new customer wins, development contracts and volume production orders boosting the order backlog. H124 results do not reflect this recent success: revenue was essentially flat and investment in sales and engineering reduced EBITDA. However, the strong backlog gives management confidence that revenue and profit will exceed consensus estimates for FY24 and F
Companies: PHC SRT DCTA
Calnex has released a pre-close trading update for the year to March 2024, indicating that revenue would be £16.3m, c£0.7m below our forecast, partly due to the timing of orders at the end of the period. Group trading has been impacted by the well-documented, continuing challenges in the Telecoms sector which have seen delayed project timings leading to corresponding delays in customer spending. Administrative costs are being controlled and are focussed on maintaining R&D. Calnex remains confide
Companies: Calnex Solutions Plc
Companies: BATM Advanced Communications Ltd.
Shore Capital
Filtronic has reported results in-line with management expectations for H1/24, and now expects to perform ahead of our forecasts for FY24E and FY25E in terms of revenue and profit. We are raising our revenue forecasts for FY24E and FY25E by 14.6% and 6.2% respectively, and our EBITDA forecasts by 85.2% and 28.0% respectively. The increase in expectation is driven by a strong recent acceleration in order flow, including a £7.8m order announced today. In this report we present a detailed review of
6th February 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment obje
Companies: ROQ NCYT ALU FTC ECK ORCP BIOM PYC SPR REAT
FY23 revenues and EBITDA were in line with expectations. The major news was that BT plans to shed more than 40% of staff. At the end of the decade the EBITDA could reach £11bn with the massive restructuring announced and capex could return to €3.5bn per year. EBITDA less capex could be multiplied by 2.5 and therefore also the dividend. This could value BT at 385 pence at that time. We maintain our opinion at Add on the stock.
Companies: BT Group plc
AlphaValue
A decent Q1 performance despite the expected headwinds from cost-of-living pressure and cost inflation. The group is clearly a fairly safe long-term buy and hold. BT plans to shed more than 40% of staff by the end of the decade. In parallel it is further accelerating its FTTP deployment with high capex. But at the end of this phase EBITDA-capex could be multiplied by 2.5. Speculation could also again reignite as Drahi’s empire (owning 24.5% of BT) is being shaken by corruption cases.
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