Dan Ives
Partner & Senior Managing Director, Yorkville Ives. On 1 show, 1 appearance. The Shows tab opens the full record on each.
analystfounderexecutive@DivesTech ↗LinkedIn ↗wedbush.com ↗
Dan Ives is a Wall Street technology analyst known for covering mega-cap tech companies such as Apple, Tesla, Microsoft, and NVIDIA. After serving as Managing Director at Wedbush Securities, he co-founded the technology merchant bank Yorkville Ives.
1shows
1appearances
20statements
5resolved
1supported
4contradicted
20%fully supported
4said about them ↓ Everything Dan Ives said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Ives: Current fiscal year will be Apple's strongest iPhone unit year ever
“So regardless of what you want to say about Apple intelligence, if it's going to be rolled out in October, November, January, February, in the next, for this fiscal year, this will, unless some black swan event happens, be the strongest iPhone unit year ever h…”
Ives: 20% of consumers will access AI through Apple within 18 months
“The second is that it's our view, regardless of timing, next 1218 months, 20% of the world ultimately is going to access AI, especially as more developers build apps through an Apple device.”
Ives: Apple's services business will reach a $2 trillion valuation
“That services piece that at one point was valued, five hundred billion, I think it's going to be closer to two trillion in terms of the valuation as that reaches 125 hundred fifty billion per year.”
Ives: Apple's China sales will grow 15% to 20% next year
“But Alex, if you look at comps, the next year, China's gonna be up 15, 20%, and that's why, like, the bears, when they come out of hibernation mood with iPhone mathematical gymnastics trying to scare people, the reason the stock's not doing anything, because i…”
Ives: Apple upgrade cycle will drive stock regardless of AI
“This upgrade cycle in itself without AI, the stock's going to work. The AI piece is ultimately the start of how most consumers in the world are going to eventually interact with AI.”
Ives: Meta and Google will eventually integrate into Apple Intelligence
“Apple basically said, we now will be the castle for AI. And if you want access to it, you got to come through Apple intelligence, clearly open AI. I eventually think Meta Google are going to have to make the same move.”
Ives: Apple-Baidu AI deal is Apple's biggest potential catalyst
“Does Baidu and Apple strike a deal where Baidu becomes ultimately the AI partner? If that, like if you said to me the biggest catalyst that could happen on the name, it's that.”
Ives: Europe will fall behind every country in AI
“I mean, you're the way Europe's going. I mean, you're going to have every country in the world is going to be ahead of Europe when it comes to AI.”
Ives: Trump victory will initially hurt AI trade, Apple, and Tesla
“Trump gets in, if he gets in, It is very negative for the AI trade. Initially, semis, tariffs, retaliatory for Apple, Tesla.”
Ives: Khan will leave FTC under Harris, boosting tech sector
“I think the view is Harris gets elected despite all the, you know, sort of antics. I think Khan's out, which would be bullish for tech from an FTC perspective.”
Ives: NVIDIA will reach $4 trillion market cap in 3-6 months
“I think you're looking at four trillion dollar mark cap again in the next three to six months. I mean, that's, I think them and Apple, they battle it out for that finish line to get the four trillion.”
Ives: Google antitrust fight will end in tweaks, not breakups
“This is going to be fought out in court for many years, and I think it will be settlements and business model tweaks, not massive changes.”
Ives: Consumer AI will add $10B-$15B yearly to Apple's services revenue
“My view is from a consumer AI perspective, the monetization here, we think it'd be ultimately an incremental 10, fifteen billion per year of services.”
Ives: Apple gained ~300 bps of China market share over two years
“First off, they've gained about 300 bips of market share in China in the last two years.”
Ives: AI will directly benefit cybersecurity leaders as a derivative play
“AI, Is gonna be a direct beneficiary for cyber. Call it second, third derivative. That's just gonna add CyberArk, Paolo, Zscaler, CrowdStrike, Okta, others.”
Ives: Chinese blockade or takeover of Taiwan is a very low-probability event
“I think there's a view that that's just very low likelihood that that's going to happen. Now look, in Hong Kong, you definitely sense some seat changes in terms of what we see, but look, we're always going to have these sort of, as Stephanie talks about a lot,…”
Ives: Asian supply checks show 15-to-1 demand for NVIDIA Blackwell
“In Asia, we just, it was 15 to one demand to supply. Four months ago, it was 12 to one.”
Ives: Amazon risk/reward is a table pounder with 25-30% upside
“I mean, I think there's a stock that could be up 25, 30%, maybe call it five percent type down. The risk reward here is a table pounder in our opinion.”
Ives: 300 million iPhones haven't been upgraded in four years
“There's three hundred million iPhones that haven't upgraded in four years.”
The other half of the tape: Dan Ives's own voice is left out of every number here. Other people bring the name up 4 times in 2 episodes across the shows. every mention, with the transcript →
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One line per show, most statements first. The link opens Dan's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| BIG TECHNOLOGYLEDGER | Partner & Senior Managing Director, Yorkville Ives | 1 | 20 | 20% 1/5 | full record on Big Technology → |