Last quote by Timothy Arcuri
Field work for both near-term iPhone 7/7+ supply and early read on iPhone new model builds support our long-held view that Street ests remain WAY TOO LOW for C2H:17 and C2018 as an aging base (esp in China) forms a powder keg for this launch.
Mar 20 2017
Find all of Timothy Arcuri’s quotes that have been published in 5 different articles on this page. Timothy Arcuri’s quotes are organized by date and topic, making it easy for you to compare, for example, what Timothy Arcuri has said both recently, and in the past, on a variety of topics. Some of the topics Timothy Arcuri likes to comment on include QCOM, Jabil and check. Most recently, Timothy Arcuri said, “Most importantly, a bullish outlook for JBL's August Q is highly supportive of our long-held view that a super-cycle is brewing for this iPhone launch (especially in China)”.
Quotes by Timothy Arcuri
Mar 16 2017
Most importantly, a bullish outlook for JBL's August Q is highly supportive of our long-held view that a super-cycle is brewing for this iPhone launch (especially in China).
Feb 17 2017
For the 2017 iPhone 10/X, we continue to gather more details about display, form factor, fingerprint sensor, baseband modem, wireless charging, and facial/gesture recognition.
Feb 17 2017
Field work suggests stabilized iPhone supply for FQ2:17 (Mar) .. [is] well supportive of our current estimates. … While supply for the Jun Q is down slightly Y/Y - not great, but also largely meaningless w/new launch coming. For the 2017 iPhone 10/X, we continue to gather more details about.
Oct 27 2016
While not without integration challenges, the bottom line is that we love this deal for QCOM…. Given the significant accretion to this deal and how much we think QCOM needs NXPI, we are frankly a bit surprised NXPI would not push for a higher price.
Sep 22 2016
While we do not cover [Jabil], our separate field checks have suggested [Apple] has finally begun to cautiously increase assembly plans for iPhone.
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