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Top related persons:
MoffettNathanson's Craig Moffett - 2 Tim Long - 1 Apple - 1 Long - 1 Bernstein's Toni Sacconaghi - 1 David Vogt - 1 Wells - 1 Aaron Rakers - 1
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Search resuls for: "MoffettNathanson's Craig Moffett"


3 mentions found


☆ Wall Street Apple analysts underwhelmed by new iPhone's AI features
  + stars: | 2024-09-10 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Apple 's high stakes September launch event left some Wall Street analysts feeling unsettled. The largest company in the U.S. announced a host of new products Monday at its California headquarters, including a new Apple Watch, AirPods and the highly anticipated iPhone 16 that harnesses AI tools called Apple Intelligence. The delayed AI launch also creates uncertainty for sales volumes over the next two quarters, Long added. UBS analyst David Vogt viewed the event as "anticlimactic," adding that Apple offered no "killer" AI application. Elsewhere, Piper Sandler's Matt Farrell reiterated his neutral rating and $225 price target, noting that a slow rollout of Apple Intelligence could actually hamper enthusiasm for the features.
Persons: Tim Long, Apple, Long, Bernstein's Toni Sacconaghi, David Vogt, Wells, Aaron Rakers, Samik Chatterjee, MoffettNathanson's Craig Moffett, Tim Cook, Piper, Matt Farrell, Brandon Nispel Organizations: Apple, U.S, Apple Watch, Apple Intelligence, Barclays, UBS, Beta Locations: California, China, Europe
☆ Cable TV's collapse deepens: 'It is becoming increasingly clear that there is no longer any floor'
  + stars: | 2024-09-03 | by ( Peter Kafka | ) www.businessinsider.com   time to read: +4 min
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Pay-TV distributors — that's conventional cable guys like Comcast, satellite-TV outfits like DirecTV, and digital alternatives like YouTube TV — lost 1.6 million subscribers in the second quarter of 2024, according to analysts at MoffettNathanson. But not as bad as other Q2s, like in 2023, when the industry lost 1.7 million subscribers, or in 2022, when it lost 1.8 million subs. And in other good news for the TV industry … well, that's about it. That's why YouTube TV lost subscribers for the first time in the first quarter, and added only 50,000 subscribers in the second.
Persons: —, MoffettNathanson's Craig Moffett, Michael Nathanson, we've, Nathanson, Venu, Warner, Fox —, Moffett, James Faris, Jimmy Pitaro Organizations: Service, Comcast, DirecTV, YouTube, Business, Hulu, Moffett, Warner Bros, Disney, Fox, ESPN, ABC
☆ Watch CNBC's full interview with SVB MoffettNathanson's Craig Moffett
  + stars: | 2023-02-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with SVB MoffettNathanson's Craig MoffettCraig Moffett, co-founder and senior analyst with SVB MoffettNathanson, joins ‘Power Lunch’ to explain why he downgraded T-Mobile stock to market perform from outperform and set a price target of $174.
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