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Tag: Katy Huberty

Apple devices dominate TV everywhere viewing

Tuesday, June 16, 2015 5:25 pmTuesday, June 16, 201510 Comments

The penetration of TV Everywhere into households has gone up…

Apple’s iPhone 6/Plus more dominant than anyone thought possible

Friday, May 22, 2015 2:55 pmFriday, May 22, 201511 Comments

Apple released both the iPhone 6 and 6 Plus in September 2014…

Morgan Stanley soundly refutes KGI Securities analyst Ming-Chi Kuo’s Apple Watch demand claim

Thursday, May 21, 2015 10:25 amThursday, May 21, 20154 Comments

Here’s the real scoop on Apple Watch demand: It’s up 60% and rising…

Morgan Stanley: Apple Watch demand up 60% in US since March

Thursday, May 21, 2015 8:59 am2 Comments

Morgan Stanley estimates 36 million Apple Watch units will be sold during the device’s first 12 months of availability…

Tim Cook teases a major new Apple product

Tuesday, April 28, 2015 9:05 amTuesday, April 28, 201520 Comments

Apple’s earnings call was full of interesting numbers and nuggets…

Morgan Stanley predicts strong Apple iPhone sales due to consumer upgrade intentions

Thursday, April 23, 2015 10:39 amThursday, April 23, 20156 Comments

It’s not just new services and products like the watch that are leading analysts…

Morgan Stanley: In U.S. alone, Apple Internet TV service could add 15 million subscribers in first year

Friday, March 20, 2015 5:35 pmFriday, March 20, 201512 Comments

Apple has 25 million Apple TV set top boxes in use today, the majority of which are in the US…

‘Apple Car’ could drive company to $1 trillion valuation

Monday, March 2, 2015 5:25 pmMonday, March 2, 201517 Comments

Apple Inc.’s experimentation with car technology could help push…

Morgan Stanley sees Apple’s target market growing to $3.4 trillion

Monday, March 2, 2015 10:27 amMonday, March 2, 201511 Comments

In a major report issued Monday that finds potential for growth in Apple’s operations…

Big investors increasing their stakes in Apple stock

Thursday, November 20, 2014 11:29 amThursday, November 20, 20149 Comments

Institutional ownership in Apple stock is picking up, but it remains below its S&P 500 weighting…

Analysts applaud Apple results: The competition may never catch up

Tuesday, October 21, 2014 10:56 amTuesday, October 21, 201428 Comments

After knocking the socks off Wall Street estimates, Apple Inc…

Apple’s iPhone 6/Plus sales likely to soar, Samsung likely to lose significant market share in China

Wednesday, October 15, 2014 4:55 pmWednesday, October 15, 20149 Comments

The survey showed a huge jump in purchase intentions for Apple’s iPhones in China…

iCloud: Apple’s next big rainmaker

Saturday, August 23, 2014 9:50 amSaturday, August 23, 201421 Comments

There are signs that Apple is finally beginning to prioritize the cloud…

The fact is, Samsung never caught up with Apple in the smartphone race

Wednesday, July 9, 2014 4:02 pmWednesday, July 9, 201414 Comments

Apple has repeatedly proven that it can dominate the high-end of almost any market it enters…

Morgan Stanley AlphaWise survey: Apple on pace to sell record 39 million iPhones this quarter

Tuesday, June 10, 2014 12:56 pm5 Comments

Continued strong demand for Apple’s iPhone has the hot selling device…

Apple’s 800+ million iTunes Store users’ spending down 24%; Time for iTunes for Android?

Wednesday, May 28, 2014 10:57 amWednesday, May 28, 201434 Comments

Solutions: Streaming music, mobile payments, iWatch… and iTunes for Android?

Morgan Stanley: Institutional investment in Apple at a 5-year low

Wednesday, February 26, 2014 3:01 pmWednesday, February 26, 201429 Comments

As usual, Apple is an outlier…

Morgan Stanley: ‘Apple is becoming a clean story again’

Friday, October 18, 2013 9:01 amFriday, October 18, 201318 Comments

Apple is becoming a clean story again…

Morgan Stanley: Apple iPhone 5s/5c demand well above expectations

Wednesday, September 18, 2013 10:00 amWednesday, September 18, 201328 Comments

Apple could surprise Wall Street by shipping a lot more iPhones than the analysts anticipated…

Morgan Stanley, UBS estimates concur: Apple’s iPhone 5C to be priced at $399

Thursday, August 22, 2013 2:32 pmThursday, August 22, 20138 Comments

Apple rumored upcoming iPhone announcement with updated models and estimates…

Morgan Stanley: iPhone 5C would hurt Samsung, propel Apple to top of China’s vast smartphone market

Tuesday, August 20, 2013 12:31 pmTuesday, August 20, 201317 Comments

The new iPhone 5C could boost Apple’s market share in China by…

China’s ‘sweet spot’ for Apple’s iPhone 5C is $486, survey says

Tuesday, August 20, 2013 9:23 am17 Comments

A new survey of smartphone buyers in China has found that the pricing…

Morgan Stanley: Apple to beat market consensus with 29-32 million iPhones shipped in June quarter

Wednesday, July 17, 2013 10:32 amWednesday, July 17, 201312 Comments

Potential upside in Apple’s recently concluded June quarter could be driven…

Morgan Stanley: Multiple new iPhone models start production in June-July

Wednesday, May 8, 2013 9:32 amWednesday, May 8, 20134 Comments

Multiple new iPhone models will begin production the June-July timeframe…

Morgan Stanley analyst: Apple may launch new Internet-based services, ‘killer iOS app’ later this year

Thursday, April 11, 2013 10:28 am13 Comments

Apple could make a surprise announcement at the upcoming Worldwide Developers Conference…

Morgan Stanley expects 6% dividend after meeting with Apple CFO

Friday, February 22, 2013 9:42 am26 Comments

Morgan Stanley analyst Katy Huberty recently met with Apple CFO…

Morgan Stanley:AAPL dividend with 6% yield, $28 billion annually, is possible

Wednesday, February 13, 2013 4:32 pmWednesday, February 13, 201312 Comments

Agher cash return from Apple (AAPL) could be a catalyst for the shares…

Morgan Stanley: Apple iWatch, iTV could generate additional $80 billion annually

Tuesday, February 12, 2013 10:33 amTuesday, February 12, 20138 Comments

Based on an average selling price of $1,300 for the Apple iTV…

Morgan Stanley: Apple’s margins will improve before the end of 2013

Monday, February 4, 2013 11:01 amMonday, February 4, 20139 Comments

The fact that Apple beat its GM guidance for Q1 2013…

Analyst: iPad cannibalization concerns called ‘overblown’; nearly half of iPad mini sales are to new customers

Monday, December 17, 2012 12:40 pmMonday, December 17, 201212 Comments

A new survey of iPad mini buyers has found that nearly half are new to the platform…

Morgan Stanley survey shows strong Apple iPhone, iPad demand

Monday, December 17, 2012 9:12 am12 Comments

A Morgan Stanley survey of more than 1,000 consumers indicates strong demand for the iPhone 5 and the iPad…

Apple’s ‘next big thing’ might not be a ‘thing’ at all

Saturday, December 1, 2012 10:19 am32 Comments

The ‘next big thing’ from Apple might not be a smartphone, tablet, computer or a television…

Analyst: Apple roaring back with new iPhone, iPads

Saturday, November 17, 2012 1:01 pm9 Comments

The release of the iPhone 5 and two new iPads will help Apple beat revenue projections…

Morgan Stanley: iPhone, iPad sales to surge to higher than expected levels over next two quarters

Thursday, November 15, 2012 10:39 am12 Comments

The iPhone 5 and new iPads will trigger a surge in sales for Apple this quarter…

Analyst estimates Apple will sell over 200 million iPhone units in 2013

Monday, September 24, 2012 9:32 amMonday, September 24, 201212 Comments

The strength of the iPhone 5 could help Apple buck seasonal trends…

Apple analysts continue to expect $1,000 share price next year

Tuesday, July 17, 2012 4:00 pmTuesday, July 17, 20125 Comments

Reports are mixed on just how well Apple did last quarter, with Morgan Stanley…

Could Apple reach $1,000? Shares soar near $600 on bullish call

Wednesday, March 14, 2012 3:35 pmWednesday, March 14, 201220 Comments

Shares of Apple soared another 4% and neared $600 on Wednesday…

Morgan Stanley ups Apple price target to $720 from $515; bull case scenario: $960 per share

Wednesday, March 14, 2012 1:59 pm6 Comments

Morgan Stanley analyst Katy Huberty this morning repeated her Overweight rating…

Morgan Stanley: Apple could pay a 1.9% to 3.8% dividend from domestic free cash flow alone

Friday, February 17, 2012 2:33 pmFriday, February 17, 201222 Comments

If Apple distributes 50% to 100% of free U.S. cash flow to shareholders…

Apple’s share of world’s largest PC market, China, set to grow from 5% to 21%

Thursday, November 10, 2011 2:02 pmThursday, November 10, 20118 Comments

Chinese consumers rate Apple’s Macs as most desirable…

Apple’s cash hoard could grow to $146 billion by end of 2012

Tuesday, September 13, 2011 2:15 pmTuesday, September 13, 201132 Comments

The $76 billion Apple reported last quarter could grow to $146 billion…

Morgan Stanley: Apple dividend or buyback ‘more likely’

Tuesday, September 13, 2011 9:16 amTuesday, September 13, 201137 Comments

Apple Inc., the world’s most valuable company, is ‘more likely than ever’ to return money…

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