The long-rumored Apple AR headset that would overlay computer imagery on top of the real world is reportedly “approaching liftoff,” Morgan Stanley analysts predicted.
Apple has dropped about 16 percent since early November because narrow-minded investors continue to focus on unit sales rather than the booming Services revenue.
Because of its near bezel-free design, the upcoming 6.1-inch LCD iPhone might not launch until October, according to Morgan Stanley’s Katy Huberty, a noted Apple analyst. The device's background lighting system, essential to the design, is being blamed for the minor delay, according to 9to5Mac.
As big media rides on the 'Apple researching an electric vehicle' bandwagon, one analyst lays out why the Cupertino firm could ultimately become a force to be reckoned with in autonomous cars.
Commenting on an influx of stories related to Apple's rumored Project Titan, Morgan Stanley analyst Katy Huberty explains (via Forbes) why the world’s richest, most valuable company taking on the world’s most disruptable business makes a lot of sense.
It seems like every time Apple is about to release a new smartphone, NFC rumors pop up. I'm not sure if some folks just really want the technology to succeed, or think the iPhone needs it to be compatible with various products and services, but the talk has seriously become an annual thing.
And this year is no different. Back in March, analyst Ming-Chi Kuo noted that his supply chain checks signaled that Apple was building NFC chips for its iPhone 6, and earlier this month, Brightwire echo'ed the claim. Today, Morgan Stanley adds its weight to the claim in an investors note...
In announcing financial results for the March 2014 quarter, Apple surprised analysts by reporting basically flat iPad growth.
Compared to the same quarter in 2013, sales of the Apple tablet hit the 16.35 million unit mark versus analyst consensus of 19.7 million units. More worryingly, it's a 16 percent annual drop from the 19.5 million iPads moved in the year-ago quarter.
Slowing growth is the new normal rather than an anomaly because the tablet market as a whole has seen little innovation lately, cautions Morgan Stanley analyst Katy Huberty...
One Wall Street analyst has some comforting words for Apple fans watching the iPhone in China submerged under the waves of cheap Android smartphones: wait until the iPhone 5C arrives. Apple's highly-expected budget handset dubbed the iPhone 5C could pole-vault the Apple brand into first place, overcoming Samsung and other Google-powered devices.
The key to giving the iPhone the lead in China: the right price and wide availability. A Morgan Stanley survey of Chinese smartphone consumers suggests an iPhone costing about $486 and offered by China Mobile could give Apple's marketshare a double-digit boost...
Morgan Stanley analyst Katy Huberty was visiting Hong Kong and Taiwan recently. She is now back from China with some interesting Apple news. Tim Cook & Co., she wrote in her note to clients, may be close to striking an iPhone distribution agreement with China Mobile, the world's top wireless carrier by revenue and subscribers.
Specifically, Huberty wrote that "TD-LTE licenses, and related phone launches, are expected by year-end," in her note to clients. China Mobile debuted small-scale TD-LTE network in 2010 and last year expanded coverage to select large cities. In case you were wondering, TD-LTE is a variant of the fourth-generation Long Term Evolution radio technology, also known as LTE...
A well-known Wall Street Apple observer expects Apple's manufacturing partners to start producing multiple new iPhone models in June or July, with the new smartphones introduced around September.
While the analyst note meshes with today's report of Sharp gearing up to begin mass production of the iPhone 5S screens next month and other reports mentioning multiple iPhones on Apple's roadmap, what's perhaps most interesting is word that any drop-off in iPhone demand seems to be over.
And in her additional remarks bolstered by others, Morgan Stanley analyst Katy Huberty tells investors Wednesday that Apple could sell many iPhones in China even if the device were not priced cheaply...
Morgan Stanley's resident Apple expert Katy Huberty appeared on CNBC's Fast Money Halftime Report this morning, in a rare TV interview, to field questions on her firm's current positive buy ratings for both HP and Apple.
Asked about Apple, Huberty—who has an overweight rating on the stock with a price target of $630—says the company is poised for a big year with new software features for the upcoming iPhone, including one 'killer feature.'
After meeting with Apple CFO Peter Oppenheimer recently, Morgan Stanley analyst Katy Huberty issued a report proclaiming so-called budget iPhone a no-brainer. Huberty joins what is now a growing list of analysts calling for such a device so Apple could better target emerging markets where cash-strapped folks mostly buy unlocked sub-$200 handsets - unlike the United States where carriers subsidize smartphones handsomely.
Thanks to these generous subsidies, US consumers don't pay full price for the hardware - provided they agree to a long-term service agreement, of course. Now, with the penetration level for the iPhone approaching a limit in the high-end segment, the untapped low-end represents an estimated $135 billion opportunity.
Even with Apple's margins peaking, an iPhone mini - as the media dubbed it - should triple Apple's addressable market in China and add nearly $2.4 billion to its handset business...
Analyst Scott Devitt of Morgan Stanley has estimated that Google pays Apple up to a billion dollars each year to be the default search engine choice on iOS. That's $1 billion in pure profit.
The two companies apparently have a per-device deal in place rather than a revenue sharing deal, he wrote in a report titled "The Next Google Is Google." The fee-based co-operation was agreed on in order to simplify accounting and it lets Apple collect upfront payments.
By contrast, Devitt estimates that Google pays around $300 million annually to Mozilla to be the default search engine for Firefox.
While one billion in traffic acquisition costs isn't much relative to Apple's $13 billion in holiday quarter profit, it ain't spare change either. Moreover, it just shows that Google is very much keen on having iOS users search the web using Google search...