Apple’s anticipated product refresh in September may also see the unveiling of a new entry-level iPad. Now is probably the best time in years for tablet sales, given new consumer habits during a pandemic year.
While the 5G-capable iPhone will be the star of the show, a new Apple Watch will likely be unveiled during Apple’s anticipated September event. Here is what investors should keep in mind.
The new iMac should be a positive for future financial performance. However, desktops may not be relevant enough to move the needle and catch investors’ attention.
The iPad had a tough first calendar quarter, like most other Apple products. With a newly-launched Pro model and favorable learn- and work-from-home trends, tablet sales could look better this time.
The overall environment has not been that great for wearables lately. The Apple Watch will need to use “brute force” to produce decent results in fiscal third quarter.
Although not a key piece of the investment thesis, Macs could be a bright spot this quarter, maybe lifting sales when a bit of help is most needed.
PC sales have benefited from work-from-home trends in the second quarter. This is good news for Apple’s product revenues, but likely not much of a needle-mover for the stock.
Has the Apple Watch been a success of failure so far in 2020? It depends on who you ask. This is a tough year to make predictions, but the device should perform well in the longer term.
Lockdowns could reduce demand for smartwatches and headphones. Prior to the COVID-19 crisis, these were some of the fastest-growing products in Apple's portfolio.
A perfect storm of higher earnings from Apple’s popular devices and aggressive share buyback program propelled the company's return metrics in the past decade.
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