Net revenue for the App Store grew 25.8% year-on-year in August, up from the 18.9% year-on-year comparison for July, making it the strongest since February 2018, and the third-largest month-to-month acceleration in year-on-year growth since early 2015…
Tag: Morgan Stanley
Apple’s AirPods assembler’s sales surge 79%, with more growth expected
The company, regarded as a bellwether for China’s consumer hardware industry, is expected to become an increasingly important supplier of components for wearable devices like the Apple Watch…
Morgan Stanley: Apple has multiple options to lower potential import tariff impact
Morgan Stanley analysts believe that Apple will take multiple steps to mitigate tariffs on Chinese imports to the United States, including employing non-Chinese assemblers and suppliers…
Morgan Stanley: Apple’s App Store growth accelerated in July driven by strength in China
Morgan Stanley’s Katy Huberty wrote Wednesday that growth rates for Apple Inc.’s App Store picked up in July
Apple jumps after Morgan Stanley ups price target from $231 to $247
Apple Inc. shares are up 1.69% in Monday morning trading after Morgan Stanley’s Katy Huberty raised her price target…
Analysts: China isn’t targeting Apple in trade war
Apple, Inc. has taken a beating in the month of May on concerns a breakdown in U.S. trade relations with China…
Apple App Store antitrust case may never make it to trial
The Supreme Court this week ruled in the Apple App Store antitrust case…
Morgan Stanley: App Store antitrust lawsuit to impact Apple stock price for years
The fallout from the U.S. Supreme Court’s decision to allow an antitrust lawsuit against Apple…
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…
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…
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…
Morgan Stanley: Apple’s iPhone sales stabilizing in China
Apple’s fortunes in China are slowly turning around, suggests Morgan Stanley…
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…
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…
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…
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…
Apple analysts are bullish about rumored ‘Apple Prime’ media bundle
With iPhone sales slowing down, Apple could rely on its Services business more…
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…
Apple to hold special media event on March 25th
Apple has settled on a date for its first big product announcement of 2019…
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…
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…
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…
Morgan Stanley affirms $253 price target on Apple shares
Morgan Stanley affirmed its overweight rating and $253 price target on AAPL…
Morgan Stanley: Apple investors shouldn’t worry too much about China
U.S.-China trade tensions continue to concern investors, along with questions about…
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…
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…
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…
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…
Morgan Stanley: Apple stock may fall on ‘materially’ weaker iPhone sales
Apple’s iPhone sales in the June quarter will significantly disappoint…
French billionaire said to be near deal to sell building that will house Paris Apple Store
A company owned by the family of French billionaire Christopher Descours is in talks to sell…
Morgan Stanley sees blowout iPhone sales in March quarter
Katy Huberty doubles down on her supercycle thesis, dismissing recent reports…
Morgan Stanley: Apple ‘turning the corner in China’ and set up for an iPhone boost
Apple Inc. reported growth in China in its latest quarter for the first time in nearly two years…
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…
Morgan Stanley: iPhone supercyle is for real, Apple Watch demand second to none
Apple Watch demand the biggest positive surprise – potentially doubling revenue…
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…
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…
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…
Apple shares retake key support level, gets target price hike from Morgan Stanley
The analyst is modeling an October shipment launch instead of September for Apple’s next-gen flagship OLED iPhone…
Analyst: No significant delay expected for Apple’s flagship ‘iPhone 8’
When the iPhone 8 comes out later this year, its key new features…
Analyst: Apple iPhone 8’s longer battery life to entice upgraders
Apple’s rumored iPhone with an edge-to-edge OLED display will have longer battery life…
Analyst: Here comes Apple’s iPhone ‘supercycle’
Analysts and investors are getting more and more excited about this year’s iPhone launch…
President Trump’s travel ban stirs little outcry beyond Silicon Valley
Most U.S. corporate bosses have stayed silent on President Donald Trump’s immigration curbs…
