Apple providers

Apple providers

by Pininvest Analysis

Apple 2.0

Pininvest Analysis on Growth

As competition wears down uniqueness and profitability of Apple's flagship products, the company is betting its future on 'Services', a vast archipelago of digital extensions which turns out to be hard to pin down

Pressing Priorities

Pininvest Analysis on Growth

Smartphone sales are Apple's core business and in a maturing market, the company's potential would be irreversably wounded by share loss on its key developed markets, critically in competitive Europe

Mystic meant so much

Pininvest Analysis on Growth

Steve Jobs' Apple engaged clients one by one as individuals sharing their faith in the company's line-up but with his sparring partner in design, Mr. Ive, symbol of another era, true and well gone, Apple is at a turning point

A perfect storm

Pininvest Analysis on Growth

Raison d'Etat - poorly translated as 'national interest' - is a shot across the bow, forcing business to reconsider dearly held assumptions but geopolitics remains an elusive agent of influence, complicating Apple's long-term options

A cultural revolution

Pininvest Analysis on Growth

Apple's core business of high-end smartphones is under attack : sales growth is unlikely for lack of additional market opportunities, profitability will weaken and a bet on services to rebalance future prospects may recast the business model entirely

One more thing... Tim Cook knows ?

Pininvest Analysis on Growth

The severe share price correction since October has been related to a set-back of sales on foreign markets, especially China, but structural issues - and how Apple’s management will address the challenge - have more relevance for the long term investor

Pininvest Analysis

Pininvest Analysis

Experienced professionals, seeking to combine financial acumen and business expertise