cov Kua (AAPL) Lub teb chaws Ottoman tej zaum yuav yog tus thawj coj los ntawm nws cov khoom lag luam flagship, lub iPhone, tab sis nrog rau ntau ntawm lwm yam khoom siv kho vajtse, nws cov Kev Pabcuam tau loj hlob ntawm qhov nrawm nrawm. Kuj tseem muaj lus hais txog "kev hloov pauv kev ua si" AV / VR headset thiab txawm tias ntawm Apple Car ntawm qee lub sijhawm.
Tab sis Needham analyst Laura Martin xav tias tseem muaj lub zeem muag ntawm lwm qhov nyiaj tau los loj.
"Peb ntseeg tias AAPL yog nyob rau theem pib ntawm kev tsim lub platform tshiab tshaj tawm xov tooj ntawm tes," Martin hais tias, uas xav tias cov nyiaj tau los tshaj tawm tuaj yeem yog "cov khoom siv muaj txiaj ntsig zoo" rau cov thev naus laus zis loj rau ntau yam laj thawj.
Rau ib qho, muaj qhov kev tawm tsam. Apple yog lub tuam txhab loj tshaj plaws hauv ntiaj teb, txhawm rau kom loj hlob nws yuav tsum tsom mus rau thoob ntiaj teb TAMs loj (tag nrho cov lag luam chaw nyob). Raws li eMarketer cia siab tias lub ntiaj teb digital tshaj tawm kev lag luam kom ncav cuag $ 600 nphom xyoo no, nws yeej tsim nyog ua ib qho.
Kuj tseem muaj cov ntsiab lus tiv thaiv, raws li tau piav qhia los ntawm Martin: "Tsim kev ceev ntiag tug-thawj ad platform yuav daws qhov teeb meem rau AAPL's ad-tsav apps uas tau pom lawv cov ad revs poob tom qab iOS hloov IDFA nrog ATT hauv 3Q21."
Nws kuj yog ib qho kev txawj ntse tactical txav. Apple ua haujlwm raws li "Walled Garden" thiab nws cov neeg siv cov ntaub ntawv yog "zoo tshaj plaws hauv chav kawm." Txhua lub sijhawm, nws kuj tseem txo cov kev taug qab thiab cov ntaub ntawv pob tshab nkag mus rau lwm lub tuam txhab. Qhov no ua rau lub tuam txhab "pricing power" txhawb nqa.
Martin tsis yog kwv yees txog qhov teeb meem xwb. Muaj pov thawj ntawm Apple qhov kev xav tshaj tawm, vim tias lub tuam txhab tshaj tawm txoj haujlwm tsis ntev los no qhia txog qhov tshiab AdTech platform tau tsim. Txij li thaum ntxov lub hlis ntawm lub xyoo, muaj ib qho tseem ceeb nce nyob rau hauv lub tuam txhab nrhiav neeg ua hauj lwm rau nws Ad Platform chav tsev. Tsis ntev los no, Apple tau tsim txoj haujlwm qhib rau "tus thawj coj loj rau nws DSP hauv nws cov kev tshaj tawm platforms lag luam uas yuav tsav tus qauv tsim ntawm kev ceev ntiag tug tshaj plaws-mus tom ntej, sophisticated thov sab platform ua tau." Ntxiv mus, Apple ua rau nws muaj kev xav thaum Lub Rau Hli Ntuj Cannes Lions tshaj tawm kev ua koob tsheej. Qhov no qhia rau Martin, lub tuam txhab tab tom sim "tsav kev paub ntawm cov neeg lag luam uas nws nyob hauv kev lag luam tshaj tawm."
Yog li, nqes mus rau nitty-gritty, nws txhais li cas rau cov tub ua lag luam? Martin rov hais dua qhov Kev Ntsuam Xyuas Ntawm Apple shares, txhawb nqa los ntawm $ 170 tus nqi lub hom phiaj, qhia tias cov khoom lag luam muaj txiaj ntsig zoo tam sim no. (Saib xyuas Martin cov ntaub ntawv teev tseg, nias ntawm no)
Txoj Kev lub hom phiaj nruab nrab yog qhov kov siab dua; ntawm $ 180.11, daim duab tawm hauv chav rau 9% upside ntawm qib tam sim no. Txhua tus tau hais, raws li 22 Kev Yuav, 6 Tuav thiab 1 Muag, cov khoom lag luam tau thov qhov Kev Pom Zoo Pom Zoo. (Saib Apple stock forecast ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov lag luam muag khoom ntawm tus nqi zoo saib, mus saib TipRanks ' Khuv Xim Zoo Dua Yuav, lub tswv yim tshiab nyuam qhuav sib sau ua ke txhua qhov ntawm TipRanks 'kev pom ncaj ncees.
Kev tsis lees paub: Cov lus pom hauv tsab xov xwm no tsuas yog cov ntawm tus kws tshuaj xyuas tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog ib qho tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua kev nqis peev.
Tau qhov twg los: https://finance.yahoo.com/news/apple-advertising-next-big-revenue-171806739.html