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Gene Munster

Latest News

iPhone X expected to reach global supply equilibrium by mid-January, helping iPhone ASP surge to $740

With next-day delivery of the iPhone X achieved in the U.S., one analyst believes Apple will completely catch up with demand for the hot selling handset worldwide by mid January, potentially setting the company up for big sales to kick off 2018.

Neil Hughes 8 years ago 19

Apple's billion-dollar video investment seen leading to Netflix competitor

Not content with just Apple Music subscriptions, a new prediction says Apple could be gearing up for an "all in one Apple video and music offering," offering original content for a monthly fee within the next two to three years.

Mike Wuerthele 8 years ago 15

Wall Street raises targets as Apple wows with iPhone 8 launch quarter, hype grows for iPhone X

With a better-than-expected iPhone 8 launch quarter, and a highly anticipated debut for the flagship iPhone X, investors on Wall Street are riding high on Apple stock, pushing shares into uncharted territory as analysts increase their forecasts to trillion-dollar market cap levels.

Neil Hughes 8 years ago 25
iPhone 17e iPhone 17 M5 Macbook Air Mac Studio MacBook Air Deals MacBook Pro Best VPN for Mac AirPods iPad Mac mini

Apple's 'iPhone 8' predicted to revive iPhone growth despite later October ship date

Apple will announce its flagship OLED iPhone in September, but ship it in October — still potentially achieving impressive sales, according to an analyst memo obtained by AppleInsider.

Roger Fingas 8 years ago 16

Wall Street dismisses Apple's March quarter as minor speed bump, price targets raised at UBS & Cowen

Apple's second fiscal quarter of 2017 was largely a mixed bag, in the eyes of investors, who saw some positives but were also disappointed by some results. Analysts reacting to the quarterly results were largely indifferent on the short term, remaining focused on growth of the company's Services business and an anticipated "iPhone 8" super-cycle.

Neil Hughes 9 years ago 13

Apple wants to be known as a services company, says Gene Munster in farewell note

Gene Munster, one of the most well known Apple analysts in the game, sent Piper Jaffray customers a final note on Thursday before departing to start a new venture capital firm, offering investors a final five-year forecast on the Cupertino tech giant.

Mikey Campbell 9 years ago 43

iPhone 7 supply remains constrained, Apple viewed as unlikely to catch up to demand by end of year

Retail availability of the iPhone 7 — particularly the jumbo-sized iPhone 7 Plus — remains in short supply just a week before Black Friday, a new survey has found, suggesting Apple is still struggling to satisfy consumer demand for its latest-generation handset.

Neil Hughes 9 years ago 26

Wall Street positive on Apple's Q4 earnings, bullish on iPhone 7 holiday sales

Though immediate investor reaction saw share prices drop following the results of Apple's September quarter, analysts on Wall Street are thinking longer term and remain bullish about AAPL stock.

Neil Hughes 9 years ago 30

Samsung Galaxy Note 7 recall seen as a 'gift' to Apple and its iPhone 7 Plus launch

The timing of Samsung's Galaxy Note 7 phablet recall could be a boon for Apple and this Friday's debut of the iPhone 7 Plus, one analyst believes, as preorder lead times are said to be on pace with expectations.

Neil Hughes 9 years ago 38

With $231B in cash, Apple's $14.5B EU tax hit doesn't concern Wall Street

While a $14.5 billion payment of back taxes could bankrupt many major corporations, it's pocket change for a company as cash flush as Apple. As a result, analysts surveyed by AppleInsider on Tuesday said they aren't concerned about the European Commission's decision, regardless of how an appeal ultimately plays out.

Neil Hughes 9 years ago 66

'iPhone 7' sales pitch seen as key for 275M iPhone owners running devices more than 2 years old

The success of this year's "iPhone 7" could depend largely on Apple's ability to convince a growing number of users on pre-iPhone 6 models that it's time to finally upgrade, one analyst believes.

Neil Hughes 9 years ago 17

Wall Street breathes a sigh of relief after Apple's better-than-feared June quarter

Apple's June quarter earnings came in slightly higher than expected this week, propelling shares higher by more than 6 percent back over the $100 threshold. Analysts were generally pleased by Apple's results — here's a roundup of their responses, as collected by AppleInsider.

Neil Hughes 9 years ago 11

Apple's June quarter predicted to be 'neutral event' for stock price, 'good enough' for investors

Tuesday's earnings report from Apple is expected by Wall Street analysts to be essentially a non-event — nothing serious enough to make the stock price jump, but also nothing negative enough to see shares slide significantly.

Neil Hughes 9 years ago 10

Two-thirds of US iPhone owners have a 2+ year old device, are prime for upgrades

If the typical two-year upgrade cycle holds steady, Apple could be in line for a major "iPhone 7" product cycle, with a majority of existing iPhone users due for a new handset, according to a new survey.

Neil Hughes 9 years ago 57

iPhone 6s resale values remain strong ahead of Apple's expected 'iPhone 7' launch

With Apple expected to launch its next-generation iPhone in just a matter of months, a new analysis of the secondary iPhone 6s market has found that the flagship handset sells used for 78 percent of its new price, outperforming the iPhone 6 at the same period.

Neil Hughes 9 years ago 8

Browser-based Apple Pay predicted to chip away at PayPal's dominance with both consumers & merchants

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.

Mike Wuerthele 9 years ago 49

Beijing patent ruling unlikely to hurt Apple in China, RBC & Piper Jaffray say

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.

Neil Hughes 9 years ago 14

Apple can add 62M iOS users in India but it won't be easy, analyst says

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.

Andrew Drea 10 years ago 11
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