Raw AAPL Research Notes

January 16, 2024

Everyone always asks me about AAPL… and for good reason!

So today I thought I’d share the notes I get directly from the LikeFolio Research Desk, raw and unfiltered.

Here you go:

Mentions are up +21% YoY -- supportive of its bullish run in 2023

Web visits are accelerating -- +5% YoY on a 30day vs. +3% YoY on a 90day

Happiness levels show the company's Apple Watch was hurt by recent bans (sentiment down -5% YoY): The US banned the Apple Watch Series 9 and Watch Ultra 2 late last year following a patent dispute with medical device manufacturer Masimo. The International Trade Commission (ITC) found that the blood oxygen sensors in these devices infringed on Masimo's patents. A new update that removes the blood oxygen monitoring capability is expected to allow Apple to circumvent this ban.

  • One area that looks particularly promising in our data is Mac demand -- happiness is up by a point YoY while mentions rise +22% YoY. Time to upgrade those desktops purchased during the pandemic? Also seeing a recovery in the PC market so this makes sense. Could be an unexpected boost from the upgrade cycle.
  • iPhone data looks strong, despite warnings of lackluster sales from analysts. iPhone mentions are up +41% YoY, happiness is down a point. Apple has the US consumer hooked until something better comes along.
  • Earnings are slated for Feb. 1 -- the near-term pull back is nice right now.

Depending on how the stock trades over the next two weeks, it may be an excellent setup for a bullish surprise…Apple always has a way of overdelivering.


Andy Swan
Founder, LikeFolio

Want deeper insights? Get Free Access to The Vault.

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

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.
© 2024
 LikeFolio. All Rights Reserved.