451 Research

UBS analyst Steven Milunovich previously detailed his “Pig in a Python” theory regarding Apple Inc. (NASDAQ: AAPL)’s upcoming iPhone cycle — explaining that demand has been swelling for the iPhone 8 since 2015. Just recently, an independent survey seems to be backing up that...

The last thing Apple Inc. (NASDAQ: AAPL) investors want to hear is that iPhone demand is falling. Unfortunately, a new survey from 451 Research indicates just that. The survey of more than 4,000 North American consumers revealed that near-term smartphone buying intent recently dropped to a nine-...

A June smartphone survey revealed that smartphone buying interest among North American consumers is at the lowest levels since 2008. UBS’ Steven Milunovich maintains a Buy rating on Apple Inc. (NASDAQ: AAPL), with a price target of $115. Survey Results The June smartphone survey was conducted...

The cybersecurity M&A boom predicted by many analysts may finally be arriving. Market chatter and rumors have really picked up in recent weeks, a sign that a consolidation wave could be imminent. On Monday, shares of Imperva Inc (NYSE: IMPV) are up more than 8.2 percent after Reuters reported...

Pre-release demand has reached an all-time high for Apple's (NASDAQ: AAPL) next smartphone. iPhone 6 rumors have been coming at a dizzying pace, with multiple reports appearing every week. To gauge consumer interest in the new iDevice, Andy Golub of 451 Research (which owns ChangeWave Research)...