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Topic: Investor

Apple Services launches lack depth, while iPhone sales remain shaky claims JP Morgan

04/11/2019, 07:04 am

Apple has failed to provide enough "depth" in its new services to appease investors, JP Morgan claims, at the same time as suggesting firms in the iPhone supply chain saw good results in March, despite apparent signs of a continued iPhone revenue decline.

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Apple services & Apple Card 'too late to the game,' HSBC downgrades stock

04/10/2019, 07:04 am

Apple's launches of its streaming video service Apple TV+ and other additions to the company's Services business won't offer as much of a gain as investors think, according to HSBC, with the iPhone maker arriving "too late" to make a major impact in any of the industries it is entering with its new offerings.

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Apple Card may reap $1.5 billion, be in top 10 card issuers by 2024

04/04/2019, 03:04 pm

Apple Card may reap $1.5 billion in revenue and be in top 10 card issuers by 2024, resulting in a windfall not just for Goldman Sachs, but for the iPhone manufacturer as well, an HSBC analyst said in a Thursday memo.

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App Store revenue still stable, with Chinese gaming revenue remaining a highlight

04/04/2019, 01:04 pm

The App Store is continuing to be a stable source of Services revenue for Apple, Morgan Stanley analysts claim, with revenue from the digital storefront up 15 percent year-on-year on the back of Chinese gaming revenue, but entertainment-related apps are apparently worth monitoring for a potential downturn.

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Apple narrowly eclipses Microsoft to regain status as most valuable company in US

04/02/2019, 04:04 pm

After a brisk day of trading, Apple regained its spot as the U.S.'s most valuable company by market value, hitting a cap of $914.86 billion at close.

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Apple to reveal Q2 2019 earnings on April 30

04/01/2019, 05:04 pm

Apple on Monday announced plans to report quarterly earnings for the second fiscal quarter of 2019 at the end of trading on April 30, with company executives expected to detail the period's highs and lows in an ensuing investor conference call.

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Warren Buffett doubts Apple TV+ immediate success, but Apple 'can afford a mistake or two'

03/28/2019, 03:03 pm

Famed investor Warren Buffett is uncertain about Apple's attempts to enter the highly-competitive streaming video market, but advises he believes its failure could end up being good for the company, especially one that strives for perfection in all areas of its business.

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Wide spread of Apple's new services & attractiveness to iPhone install base appeal to Morgan Stanley, Bernstein

03/26/2019, 12:03 pm

In contrast with some others, analysts at Bernstein and Morgan Stanley have declared that Apple is in a prime position to leverage its install base, and attract massive amounts of paid subscriptions with Apple News+, Apple Arcade, and Apple TV+.

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Apple Card partner Goldman Sachs says Apple's new video, game & news services will have 'small' impact

03/26/2019, 11:03 am

Analysts from Goldman Sachs and Oppenheimer are expressing skepticism about the services Apple announced on Monday, even though the former is a partner on the Apple Card.

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Apple Services privacy praised, but lack of detail on new offerings confounding analysts

03/26/2019, 10:03 am

More analysts have passed judgment on the new services Apple launched during Monday's "It's show time" event, with Macquarie and UBS both highlighting the relative lack of surprises from what was speculated in the time before the event took place.

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Apple's services bonanza 'sizzle, but little steak' at launch, needs more details says analysts

03/26/2019, 08:03 am

Analysts have started to issue their verdict on Monday's Apple event, with JP Morgan and Cowen believing the new offerings are generally a positive thing for the iPhone maker's Services business, but at the same time suggesting Apple could have gone a lot further in detailing what to expect with Apple TV+.

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Premium channel providers don't know full plan for Apple's video service

03/22/2019, 12:03 pm

Media companies that have signed up to offer their services through Apple's soon-to-launch video service are apparently still in the dark about what exactly Apple will reveal, JP Morgan claims, but apparently the amount Apple will pay will be on a par with other similar services.

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Apple's video service needs to hit Android & desktop to impact revenue, says Macquarie

03/22/2019, 11:03 am

Apple's video streaming service will be a "large-scale newcomer" to the market, but it needs to come to Android and Smart TVs to move the financial needle, says Macquarie.

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AAPL now 'strong buy,' will climb back to $225 in 2019, says Needham

03/21/2019, 08:03 am

Apple's ecosystem is an attractive proposition for investors, Needham analysts claim as the firm upgraded the iPhone maker's stock from a "buy" to a "strong buy" rating, advising it anticipates good results for Apple's Services, Apple Watch, AirPods, and other areas in the future.

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Disney completes $70B acquisition of Fox assets, reaps 40% of movie industry

03/20/2019, 07:03 am

Disney has closed its $70 billion acquisition of assets from 21st Century Fox, giving the entertainment company control of a considerable amount of content and studios, control which could become a problem for Apple and streaming video providers in general.

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Impact of Apple's upcoming video service 'likely small,' analyst argues

03/19/2019, 11:03 am

Goldman Sachs doesn't seem impressed at the potential for an Apple subscription video or news service, with the firm not seeing a large material value in the offering for Apple, or for investors.

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Wide iPhone replacement range between 125M to 180M complicating analyst predictions

03/19/2019, 09:03 am

Replacement demand could potentially play a major factor in 2019 iPhone sales, though that depends on how many people buy used models and how long people are willing to hold onto old purchases, Cowen analysts said on Tuesday.

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Chinese iPhone demand 'recovering' as supply chain stabilizes, analyst says

03/14/2019, 05:03 pm

Chinese iPhone demand is "recovering" thanks to price cuts, Morgan Stanley analyst Katy Huberty said on Thursday, conflicting with the views of some other analysts.

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Spotify's call for different App Store treatment could help push Apple's revenue cut down

03/14/2019, 11:03 am

Actions by Spotify and regulatory bodies could put "more pressure" on the App Store, potentially even leading to Apple lowering its revenue take, Macquarie Research said on Thursday.

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Apple's services revenue will double, adding $6 to earnings per share by 2021

03/14/2019, 09:03 am

A multitude of factors support the idea of services, like a new streaming video platform, adding $6 to Apple's earnings per share by its 2021 fiscal year, Cowen analysts said in resuming coverage on Thursday.

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