While Credit Suisse had earlier suggested that margins on the iPhone 6 would be lower than that of the iPhone 5s and 5c, Huberty says that numerous sources are suggesting that more people this time are opting for the middle storage tier, thus pushing up both average selling price and margins … expand full story
Morgan Stanley Stories October 15, 2014
Morgan Stanley Stories August 19, 2014
Morgan Stanley analyst Katy Huberty is advising investors that now is the time to buy AAPL shares – and not just because the iPhone 6 is on the way.
Huberty gives eight reasons (via BusinessInsider) for believing that the price of AAPL stock is likely to increase. None of them are new, but the combined effect is persuasive, she argues … expand full story
Morgan Stanley Stories August 14, 2014
Apple and Samsung will sew-up the smartwatch market, others will fail, predicts analyst
Apple and Samsung will largely own the smartwatch market between them, predicts Jackdaw Research chief analyst Jan Dawson in a report being issued later today and seen by Re/code.
Dawson said that new players should “stay out of the market,” and existing players should scale back their plans.
“We do not recommend that existing vendors should maintain current levels of investment when market growth and the overall revenue opportunity remain poor,” Dawson said. “It is unlikely that more than one or two small vendors will be able to make a sustainable business out of smartwatches in the face of competition from Samsung and […] Apple” …
Morgan Stanley Stories July 25, 2014
The graph, obtained by Business Insider, shows the historical correlation between off-balance sheet commitments – the technical financial term for money invested in things like tooling, component purchases and manufacturing contracts – and quarterly revenue. Essentially, if you know how much Apple is investing in new products in one quarter, you can pretty accurately predict its revenue in the following quarter … expand full story
Morgan Stanley Stories July 23, 2014
While Wall Street may have been slightly disappointed by some of the numbers Apple reported yesterday, they should feel reassured by Apple stabilising and growing its gross margins, say Apple bulls – analysts who expect the stock price to rise.
Very stable long-term gross margins. Painful contrast to rest of the industry …
Morgan Stanley Stories July 22, 2014
A patent application filed by Apple three years ago and approved today illustrates a new twist on the iWatch concept: a sensor-packed strap acting as a dock which allows a range of interchangeable modules to be snapped into place.
It’s not anything we’re likely to see make it into production: the docking concept dates back to 2011, and was probably intended by Apple to house an iPod Nano, converting it into a smartwatch in a more sophisticated version of the watch-straps sold in Apple Stores since way back in 2010. But the patent does tell us two things … expand full story