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Tag: Katy Huberty

  1. Gene Munster: Apple likely to be spared from China tariffs

    It is widely expected that the upcoming $325B in tariffs on goods imported from China…

  2. Apple shares drop 7% this week on fears China trade turmoil threatens iPhone sales

    Apple shares have slid steadily amid tumultuous U.S. trade negotiations with China…

  3. Apple not yet hurt by China tariffs, likely to simply absorb the added cost

    Fears that Apple’s revenue will get hit hard from Donald Trump’s policy may be overdone for now…

  4. Morgan Stanley ups Apple price target to $220 from $197

    Big picture, this strategy aligns with our thesis that Services, not devices, hold the key to Apple revenue…

  5. Apple’s streaming video plans put Disney CEO Bob Iger’s board seat at risk

    Apple Inc.’s foray into original TV shows and movies is increasing competition with Walt Disney Co…

  6. Apple likely to unveil TV streaming service at star-studded event on March 25th

    A new Apple News subscription service, an Apple TV subscription service, and much more are on tap…

  7. Apple’s forthcoming news service will have to overcome some hurdles

    Apple’s plans to launch a subscription service for news are, by this point, an open secret…

  8. Apple analysts are bullish about rumored ‘Apple Prime’ media bundle

    With iPhone sales slowing down, Apple could rely on its Services business more…

  9. Apple plans star-studded March 25th event to unveil video and news subscription services

    Apple Inc. is planning to unveil video and news subscription offerings next month…

  10. Apple to hold special media event on March 25th

    Apple has settled on a date for its first big product announcement of 2019…

  11. Publishers chafe at Apple’s terms for subscription news service

    Apple Inc.’s plan to create a subscription service for news is running into resistance…

  12. Morgan Stanley: Apple can return to $1 trillion market value this year with new media bundling, video streaming services

    Apple has made quite a comeback since it reported better-than-feared earnings…

  13. Morgan Stanley projects Apple’s Services revenue to grow to $100 billion by 2023

    Apple’s Services revenue is projected to grow to $100 billion by 2023…

  14. Morgan Stanley: Apple investors shouldn’t worry too much about China

    U.S.-China trade tensions continue to concern investors, along with questions about…

  15. Apple fans seem more excited for Apple’s new iPhones this year

    Morgan Stanley analyst Katy Huberty is encouraged that ‘search intensity’ for the word ‘iPhone’ is still on the rise…

  16. Analyst expects Apple’s 6.1-inch LCD iPhone to be delayed to October

    We currently see no delay in the ramp of Apple’s upcoming flagship 5.8- or 6.5-inch OLED iPhones…

  17. Why Apple might rethink its iPhone pricing a little

    Two well-respected analysts think Apple will be more flexible with its iPhone pricing this year…

  18. Morgan Stanley: Buy Apple shares on the ‘emerging power’ of its services

    The vast majority of Apple’s future revenue growth will be generated by its services…

  19. Morgan Stanley sees blowout iPhone sales in March quarter

    Katy Huberty doubles down on her supercycle thesis, dismissing recent reports…

  20. Apple shares hit record high as Wall Street gushes over iPhone X launch

    Apple shares are surging as Wall Street is growing more bullish on the smartphone maker’s iPhone X launch…

  21. Morgan Stanley: iPhone supercyle is for real, Apple Watch demand second to none

    Apple Watch demand the biggest positive surprise – potentially doubling revenue…

  22. Apple’s new iPhones are bad for big-box retailers; investors may be underestimating iPhone and Apple Watch demand

    Morgan Stanley’s Katy Huberty and her team talk Apple today…

  23. Morgan Stanley: Apple benefits when they raise prices

    Shares of Apple are higher by 57 cents at $159.24, after Morgan Stanley’s Katy Huberty reiterated…

  24. Morgan Stanley: Apple’s augmented reality can boost services revenue by $9 billion over the next 36 months

    Apple could have a leg up on Alphabet’s Google’s Android platform…

  25. Analyst: No significant delay expected for Apple’s flagship ‘iPhone 8’

    When the iPhone 8 comes out later this year, its key new features…