Topic: Gene Munster
Investors should worry less about Apple product cycles, focus on loyal customer base, Piper Jaffray says
01/26/2015, 10:01 am
While most investors are focused on Apple's annual product cycles and growth, Piper Jaffray sees a new category of shareholders emerging, focused on the power of the platform and a loyal customer base.
01/06/2015, 08:01 am
Though fewer corporations have indicated they are planning to deploy tablets in 2015, Apple's iOS is still the leading platform for corporations embracing the post-PC era, far ahead of smartphones and tablets running Android or Windows.
12/23/2014, 02:12 pm
Apple's new, larger-screened iPhones are even more popular now than they were when they were announced, according to survey data released Tuesday, boding well for the Cupertino company as it continues to chip away at supply shortages.
12/21/2014, 10:12 pm
According to a recent consumer survey conducted by investment firm Piper Jaffray, potential Apple Watch buyers are in a holding pattern as they await more details from Apple regarding core use cases and a fully fleshed out list of features.
12/15/2014, 08:12 am
Consumer demand for Apple's latest iPhone 6 and iPhone 6 Plus continues to outstrip supply heading into the end of the December quarter, according to the latest research from store polls conducted by Piper Jaffray.
Strong demand for iPhone 6 & 6 Plus persists, prompts Piper Jaffray to raise Apple price target to $135
11/20/2014, 09:11 am
Piper Jaffray has been tracking availability of the iPhone 6 and iPhone 6 Plus at Apple Stores and continues to see demand outstripping supply, leading the investment firm to raise its price target on AAPL stock on Thursday.
10/29/2014, 09:10 am
Used and resold iPhone 6 Plus units are still selling at above-cost on sites like eBay, as Apple continues to struggle to keep up with overwhelming demand for its new jumbo-sized 5.5-inch iPhone.
10/20/2014, 09:10 am
Apple is set to report the results of its September quarter later this afternoon, including the first few weeks of iPhone 6 and iPhone 6 Plus sales, and market watchers generally expect the company will report revenue of around $40 billion for the three-month period.
10/01/2014, 11:10 am
Investment firm Piper Jaffray thinks the potential market for the upcoming Apple Watch is "huge," but warned investors on Wednesday that it will take time for the wrist-worn smart device to grow into its full potential.
09/15/2014, 02:09 pm
With 4 million iPhone 6 and iPhone 6 Plus units presold in their first 24 hours of availability, investors on Wall Street are increasingly optimistic about the success of Apple's next-generation handsets, with predictions for the upcoming holiday edging higher to 60 million sales in a single quarter.
09/02/2014, 08:09 am
With the inclusion of HomeKit and HealthKit in Apple's forthcoming iOS 8, as well as rumors of a new 'iPhone 6' mobile payment system, investment firm Piper Jaffray has increased its price target on the company's stock to $120.
Apple's gross margins likely to decline this fall with new product designs, but quick rebound expected
08/12/2014, 11:08 am
It's expected that Apple will see its gross margins shrink at the end of 2014 as the company is expected to introduce a completely redesigned "iPhone 6," though one analyst sees margins trending upwards once again by the March 2015 quarter.
07/23/2014, 08:07 am
Though Apple's June quarter results were slightly below Wall Street expectations, investors expressed greater concern over the company's guidance for the current September quarter, but they were also pleased by improving gross margins, chalking up the results as a mixed bag.
07/22/2014, 07:07 am
The comprehension abilities of Apple's voice-driven personal assistant Siri continue to get better, but new testing shows that using Google Now for searching on Android has surpassed it in terms of accuracy when answering queries.
07/21/2014, 08:07 am
While many Apple observers expect the company to reveal solid year-over-year growth for its relatively quiet June quarter, much of the focus will be on new CFO Luca Maestri's guidance for the fall with updated iPhones and iPads on the horizon, the expected closing of the Beats acquisition, and the possibility of a so-called "iWatch."
07/16/2014, 08:07 am
Apple's new enterprise partnership with IBM will likely strengthen the position of the iPhone and iPad in the corporate world, but it probably won't move the needle much in terms of overall device sales, investment firm Piper Jaffray believes.
07/07/2014, 03:07 pm
Even as Google counts some 1 billon monthly active users for Android worldwide, more than six out of every ten page views from a mobile device in the U.S. still come from an iPhone, an iPad, or an iPod touch, according to new browsing data released on Monday.
05/21/2014, 08:05 am
Apple's current iPhone lineup is showing strong staying power, with more than a third of prospective U.S. smartphone customers saying they plan to buy either an iPhone 5s or an iPhone 5c in the next three months, despite the fact that new models are expected to launch around September.
04/21/2014, 08:04 am
With no major new products launched in the just-concluded March quarter, analysts on Wall Street don't expect big things from Apple when the company reports its earnings on Wednesday, generally projecting for revenue to be about flat with the same period from a year ago.
04/02/2014, 04:04 pm
Analyst Gene Munster, who has long held out hope for a more fully functional Apple TV and even a full television set from the company, believes that Wednesday's launch of the Amazon fireTV should serve as further motivation for Apple to make major moves in the television space.