Toni Sacconaghi - Sanford Bernstein


Last quote by Toni Sacconaghi

If you have consumers that place orders in early November, and they can't get a phone until 2018, then I think it matters. There are other attractive offerings out there. And while ecosystem loyalty is high, if you were hoping to get this great new phone in September, and now you're waiting until 2018, I think you'll get ....
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Sep 13 2017 IPhone
Toni Sacconaghi has been quoted 20 times in 15 different articles. On this page, you will find all of Toni Sacconaghi’s quotes organized by date and topic. Alongside each quote is a link back to the article where the quote was reported, so you can go back to the source for more context if you need it. Topics that Toni Sacconaghi speaks about are Apple, Peter Thiel, and issue, for example. Most recently, Toni Sacconaghi was quoted in the article One scenario could cause iPhone X buyers to switch to Android, senior analyst says saying, “I think if you read reviews, they're unequivocal. The device is highly attractive, the screen is the best screen ever seen ... and ... the phone feels really terrific in one's hands. I think this will be a significant phone. We've believed for a long time that there's pent-up excitement around it, and that there'll be a significant number of upgraders.”.
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Toni Sacconaghi quotes

May 03 2017 - Tesla

You effectively have to believe that Tesla becomes BMW or Mercedes in size with superior profit margins to justify the valuation. The big debate is: can they do that? I think if you look at the hard economics, it is tough to believe that the Model 3 will be a really profitable car, given where they are priced

Apr 19 2017

It appears inexpensive on price-to-earnings, but I think, as you all noted, it does have net debt, and its cash flow is structurally weaker than its earnings. We think the cash flow has benefited from a number of one-time items like a lower tax rate and some sales of intellectual property, so the real, sort of, multiple is closer 16 or 17 times cash flow, which is simply too expensive for a company whose top line is structurally

Mar 09 2017 - Tesla

Tesla has struggled to have healthy gross margins on the Model S and Model X today, and they sell for $100,000 on

Mar 09 2017 - Tesla

We have seen this pattern play out before (with AAPL, NFLX, AMZN), where a single company triggers a sea change in outlook among consumers and, eventually, among traditional incumbents, who further validate the shift. Our experience is that consumer technology disruptions occur much more quickly than is typically expected. We believe that EVs [electric vehicles] could be 40 percent of the auto market in 20 years and over 50 percent by

Feb 28 2017 - IPhone

Our analysis suggests that the stock is highly anticipatory of new product announcements. We found that the stock appreciates [and] outperforms the market by an average of 1,600 basis points in the six months prior to an iPhone product launch. He loves great consumer franchises, which obviously Apple has. He loves recurring revenue. He likes disciplined capital deployment. Apple fits the bill on all of those

Jan 13 2017

Beyond that, can you invest in this stock for five years? I understand where Peter Thiel is coming from: It's unclear that you can. There's a leap of faith that Apple is an innovative

Jan 13 2017

It was was one of the most spectacular companies in history over the last ten years, revenue went up ten-fold, earnings went up thirty-fold. That's not happening again. And the smartphone is an increasingly mature product, and that's the preponderance of Apple's revenues and profits. For Apple to really grow meaningfully again, it's going to have to find new things beyond the phone, and that's a big question

Sep 14 2016 - AT&T

It's tricky to know exactly how many might upgrade this year, for the 7, and how many might wait. Part of the issue is that Apple is now in its mature phase of the iPhone evolution. Five years ago, only about 25 percent of the people purchasing an iPhone were upgrading. Today it's about 80

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