Topic: Gene Munster
Browser-based Apple Pay predicted to chip away at PayPal's dominance with both consumers & merchants
06/21/2016, 10:06 am
Convenience and brand recognition should help Apple Pay on the web pose a serious threat to PayPal right out of the gate, a new analysis predicts, forecasting that Apple's new browser-based payment service will see a major overlap with PayPal acceptance when it launches this fall.
06/17/2016, 11:06 am
A new patent decision accusing Apple of copying the design of a Chinese-made smartphone will not have a negative effect on Apple's revenue or margins in China, two major investment firms said on Friday.
05/26/2016, 09:05 pm
Investment firm Piper Jaffray estimates India could contribute some 62 million iOS device users to Apple's user base if the company successfully ramps its presence up to China levels, but a comparatively low-income population and strict government policies presage a rough path ahead.
05/14/2016, 06:05 pm
Investment firm Piper Jaffray views Apple's Didi funding as a new direction for the company, providing long-term strategic positioning benefits in China's expanding automotive industry.
04/27/2016, 11:04 am
Analysts on Wall Street were pushing optimism after Apple's disappointing fiscal 2016 second quarter earnings, saying they expect that the company will continue to innovate and will return to growth over the next year.
As a standalone company, Apple's services business could be worth as much as $260B, Piper Jaffray says
04/20/2016, 10:04 am
Investment firm Piper Jaffray continues to believe that Apple's services business is vastly undervalued by Wall Street, as the company reiterated this week that services should be a larger focus for investors.
04/12/2016, 05:04 pm
Apple's mobile product lines continue to perform well with the all important U.S. teen demographic, as a new spring 2016 survey put Apple Watch far ahead in the nascent smartwatch game, while iPhone exhibited expectedly consistent growth.
03/23/2016, 09:03 am
Investment firm Piper Jaffray continues to believe that virtual reality and augmented reality will play a huge part in Apple's future, but the transition toward such technology will be gradual, likely leveraging the popularity of the iPhone in the shorter term.
03/11/2016, 10:03 am
Analysts on Wall Street expect the new 4-inch "iPhone SE" may be priced at $450, taking the place of the entry-level iPhone 5s. But if Apple were to keep the iPhone 5s around at a cheaper price, it could allow the company to tap into new markets.
03/09/2016, 01:03 pm
Immersive virtual reality experiences -- well beyond what Google Cardboard can offer -- are expected to begin arriving on the iPhone, with the aid of new third-party hardware, this fall.
03/04/2016, 09:03 am
Apple will revisit its capital return program in April, and investment firm Piper Jaffray believes the company will use the opportunity to increase both its quarterly dividend payout and share buyback allotment.
03/02/2016, 09:03 am
A new poll of merchant processing partners has found that Apple Pay is by far the most desired tap-to-pay method, easily exceeding demand for rival services like Android Pay, PayPal and Samsung Pay.
02/08/2016, 11:02 pm
Following up on a recent flurry of Apple acquisitions and key hires from the augmented reality/virtual reality field, Piper Jaffray analyst Gene Munster believes the iPhone maker plans to pivot on iOS in a bid for the mixed reality space within the next two years.
01/22/2016, 02:01 pm
New data from Citizen's Financial Group suggests Apple's loan partner has financed some 250,000 iPhones through the newly launched iPhone Upgrade Program, according to calculations from investment firm Piper Jaffray.
Munster: Apple Pay distribution low, but peer-to-peer and in-browser payments to goose adoption in 2016
01/21/2016, 06:01 pm
Fresh data from investment firm Piper Jaffray shows Apple Pay adoption hovering between 10 and 20 percent, but analyst Gene Munster expects numbers to rise in 2016 as Apple integrates attractive new features like peer-to-peer payments and in-browser integration.
12/16/2015, 10:12 am
Apple investors showed concern this week after iPhone supplier Dialog Semiconductor warned revenue will fall short of expectations, but Piper Jaffray took the opportunity to remind Wall Street that it's unwise to read into supplier data.
12/04/2015, 11:12 am
A new survey of U.S. smartphone users has revealed that 20 percent of consumers prefer a smaller handset in the 4-inch range, potentially signaling the market size for a refreshed entry-level iPhone from Apple.
10/28/2015, 12:10 pm
Concerns that the iPhone 6s upgrade cycle could post first-ever year over year sales declines were alleviated this week, when Apple indicated it expects iPhone sales will grow yet again this holiday quarter. Analysts on Wall Street reacted to the news positively, advising investors to buy in.
10/23/2015, 10:10 am
Investors are eagerly awaiting the results of Apple's September quarter, due to be reported next Tuesday, in which it's expected Apple will report record sales of 47.8 million iPhones.
10/19/2015, 09:10 am
Heading into the fall shopping season, Apple stock is investment firm Piper Jaffray's top large-cap pick for the rest of the year and into 2016, citing continued growth for the company's iPhone lineup led by the new 6s series.