About
Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Solutions
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More
Resources
Latest Resource
March 27, 2024
Is HD Overbought?

Last quarter Home Depot (HD) cleared a low bar, besting […]

Read More

AAPL: Sometimes the best place to be is the sidelines.

January 27, 2022

Last quarter LikeFolio made a bold prediction: Apple demand looked muted. Our earnings signal supported this thesis, coming in at -58 due to significant weakness in demand growth.
 But we were right. Shares fell -3% after Apple reported Q4 sales that missed expectations, weighed down significantly by supply chain constraints. While we're sidelined for this event, here's what is top of mind for us heading into this report: 

1. Apple Pay is well-positioned to thrive.  Digital wallet usage mentions are rocketing as consumers use their phone vs. physical cards to complete transactions.



Apple Pay usage mentions are at an all-time high, +40% higher vs. the same time last year.



Nice traction. 

2. Apple Watch and iPad had a nice Holiday season, but product demand for larger items (ahem, iPhone) remains muted.



You can see a seasonal ramp for Apple's very giftable wearable watch and tablet. However, iPhone demand looks lackluster. If investors are looking for a surprise resurgence in phone sales, they may be out of luck. 

3. Services growth is still critical moving forward.  Apple Pay is a key component of these service offerings referenced, along with cloud storage, Apple TV, Apple Music, the App Store, and all corresponding advertising spend. LikeFolio data shows service usage mentions remain +24% higher on a 2-year comparison. Last quarter, the services segment was Apple's second-largest revenue driver, trailing only the iPhone. 

4. Apple users aren't deserting the brand.  We analyzed mentions from consumers jumping ship -- either joining or leaving the Apple iPhone team. And data shows this user flow is tipping in favor of Apple...just not enough to move the needle when it comes to iPhone sales on a larger scale. Apple reports earnings after the bell. Stay tuned.

Related Posts

Why Apple's Earnings Report Doesn't Matter

Last September we used Purchase Intent data to predict that […]

Read More
Roku Earnings: What LikeFolio Data Is Telling Us

Roku makes streaming devices that allow its customers to stream […]

Read More
iPhone Holiday Sales Off To A Slow Start

The day after the keynote address, our Consumer Purchase Intent […]

Read More
1 2 3 16

Related Posts

Related Reports

KEEP YOUR COMPETITIVE EDGE

Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

© 2024
 LikeFolio. All Rights Reserved.
Privacy Policy
|
Terms of Use
LikeFolio userslaptop-phonepie-chartselect