Analyst

8 out of 10 iPad owners plan to stick with Apple

Ed Sutherland ∙ Updated April 10, 2018

In the latest round of 'is the iPad mini a cannibal?' we go to Morgan Stanley's Katy Huberty, who told investors the concern is "overblown." Huberty says nearly half of the 7.9-inch tablets are bought by new customers. While the Morgan Stanley AlphaWise survey also found slightly fewer purchases of the iPad mini are by new tablet owners - suggesting the small tablet is taking a bite out of larger iPad sales - the risk is "manageable", the analyst said...

Analyst projects higher iPhone sales, cannibalized iPad purchases

Ed Sutherland ∙ Updated April 14, 2018

As we enter the last weeks of December, Wall Street analysts are adjusting their forecasts for Apple and its keystone products, the iPhone and iPad.

Sterne Agee's Shaw Wu Wednesday told investors increased supplies of the iPhone 5 likely means more sales, while tablet buyers are shifting toward the iPad mini, resulting in slightly fewer sales overall.

After talks with supply chain sources, Wu expects Apple to sell this quarter 47.5 million of the new handsets, up from his earlier projected 47.3 million units. As for iPads, the analyst trimmed his sales forecast to 23.5 million, down from 25 million. In both cases, supply was the critical factor...

Analyst: Apple could buy out TomTom to fix Maps

Christian Zibreg ∙ December 12, 2012

Apple's boss Tim Cook in a recent shakeup at the company's top added Maps and Siri to the already vast range of responsibilities of SVP Eddy Cue. Apple's 'Mr. Fixer', as he's been called because of his expertise in Internet software and services, also a member of the Ferrari board, could be looking to make a takeover bid for TomTom, a Dutch vendor of automotive navigation hardware and software and Europe's leading maker of navigation systems.

TomTom is a major data provider for Apple Maps and bringing the company's expertise and data sets under Apple's roof could help accelerate the pluming work needed to fix Apple's service. Rabobank analyst Hans Slob wrote in a research report today that there's a 30 percent chance that Apple will seek to acquire TomTom "because the Dutch software maker has the capacity to make speedy changes to correct any mapping errors or create new functions"...

One in two willing to pay a premium for the better Apple television interface

Ed Sutherland ∙ December 11, 2012

Here's something to chew on as another Wall Street voice chimes in on the possibility of an Apple-made television set. In a survey, 47 percent of consumers say they are interested in an iTV with about the same number willing to pay more than a thousand bucks to put an Apple logo in their living room. Perhaps most intriguing is how one analyst opens the door to an iTV without the headaches of licensing content.

According to the survey by AlphaWise and Morgan Stanley, eleven percent of US head-of-households polled said they were "extremely interested" in an Apple television, with 36 percent "somewhat interested." The 47 percent of interested consumers is greater than the number of people who were interested in the iPhone and iPad, when those Apple devices first entered the American conscious...

Rumor: iPhone 6 with NFC, stronger battery, super HD camera, 4.8-inch screen in June 2013

Ed Sutherland ∙ Updated October 12, 2018

So, are you tired of the iPhone 5 already? Feeling the after-announcement blues, sort of like the after-Christmas let-down? Cheer up, Apple fans, the iPhone 5S (or the iPhone 6 or whatever Apple calls it) is coming next June or July. According to one Wall Street observer, the new iPhone will include a "super HD" camera and screen, stronger battery and NFC.

What's more, the iPhone 5S will arrive in a rainbow of colors, or at least 6-8 different colors, according to Jefferies analyst Peter Misek. Also on tap: the iPad 5 with an IGZO screen and more colors...

Apple ‘more in tune’ with TVs than set-top box biz

Ed Sutherland ∙ December 7, 2012

Wall Street investors are among those intensely interested in Apple CEO Tim Cook's remark that the iPad maker has "intense interest" in doing something about television. One observer believes Apple wants its logo on the king of the hill, top of the heap when it comes to consumer electronics: the television set. The company has never been one to work around the edges of an industry.

That's why a Wells Fargo Securities analyst expects Apple to forgo a predicted set-top box and instead go for a full-blown Apple TV, calling it the "centerpiece of the living room"...

T-Mobile could announce iPhone deal next week

Christian Zibreg ∙ Updated April 18, 2016

All that free support to unlockers might not have been in vain. Merrill Lynch analyst Scott Craig reports in a note to clients Thursday that Deutsche Telekom could announce a long-expected iPhone deal for T-Mobile USA as early as next week. Funny, we thought the German carrier could not afford Apple's handset.

“We recognize that it has been a point of churn for us”, the carrier's op-chief recently said in response to concerns related to lack of iPhone in its offering. The company confirmed it lost nearly half a million subscribers because of the iPhone 5 launch.

Truth be told, T-Mobile, which has 33 million customers, now hosts about 1.5 million unlocked iPhones on its network. Moreover, it's been rolling out its iPhone-friendly HSPA+ network on the 1900MHz band in more markets. Our take is that a T-Mobile iPhone is inevitable, if not imminent...

Gene Munster talks Apple TV and more at Ignition conference

Cody Lee ∙ November 28, 2012

Reports that an Apple TV product is in the works have resurfaced a number of times over the past few years. Analysts continue to believe that Apple has something bigger planned for the living room than its current $99 hobby.

Perhaps nobody believes this more than Piper Jaffray's senior Apple analyst Gene Munster. And he was recently seen at Business Insider's IGNITION conference in New York talking about Apple's plans for the TV and more...

Citi: Apple bottomed, stock set for rebound

Ed Sutherland ∙ November 26, 2012

After a six-month absence on the Apple watch, Citi has returned - and with a strong recommendation to buy shares of the consumer electronics giant. After hitting a particular rough patch that included a sell-off one observer called "the insanity of insanity", Apple's stock is set to rebound 20-50 percent.

Citi's new Apple watcher, Glen Yeung, told investors Monday that Apple's drop in share price has likely hit bottom. Indeed, in most cases, shares will climb back within twelve months. Yeung said the stock should hit $675...

Analyst: no Black Friday iPad mini discounts means huge demand exists

Ed Sutherland ∙ Updated November 19, 2018

While Black Friday discounts abound at Apple and around the web, one product where deals are absent is Apple's iPad mini. The reason: people want to buy the smaller iPad deal or no deal, one analyst opines. According to Wells Fargo's Maynard Um, "early checks suggest demand continues to be robust with strong store traffic through the week and early Friday". That ship times remain two weeks for both the Wi-Fi and Cellular models points to the iPad mini becoming a must-have holiday item (kids agree)...

Analyst calls for a cheap iPhone in two years

Christian Zibreg ∙ November 23, 2012

Piper Jaffray's resident Apple analyst Gene Munster - you know, one of the iTV fame - is back at it predicting Apple's gonna launch an inexpensive iPhone model in two years time. Recognizing Apple's tiny market share in emerging markets like Russia, India, Brazil and China (collectively referred to as BRIC territories), he's calling for an unsubsidized, sub-$200 iPhone around 2014. Currently, Apple's handset is a high-end play, with older models selling at reduced price points.

As carriers pay big bucks to subsidy its high cost, users typically must sign on a dotted line. But not everyone is willing to accept contractual commitment in exchange for an iPhone. Meanwhile, competitors are successfully exploiting Apple's price weaknesses, churning out Android cheapos that have pushed the platform in places like China to as much as an astounding 90 percent smartphone share...

Munster: Apple to kick off 2013 with iTV (and other wild predictions)

Ed Sutherland ∙ November 20, 2012

Like the left-over turkey that just won't disappear from the fridge, talk of a full-blown, Apple-branded HD television set - the mythical iTV - lingers on in the minds of Wall Street seers. The product could carry a price of $1,500 and $2,000 and be introduced in time for Christmas 2013, one analyst forecast Tuesday. The shiny television product launch would highlight a long list of new products for Apple fans of all stripes.

Although Apple's goal of offering à la carte TV programming is viewed as "unlikely," some of the features made popular on the iPhone and iPad could be headed to a big-screen TV set spanning between 42 and 55 inches, according to perhaps the most vocal iTV proponent out there, Gene Munster of Piper Jaffray...