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.
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.
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.
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.
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.
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.
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.
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.
Hopes for a recovery in Apple's iPhone sales are a ways off, a Longbow Research analyst hinted on Tuesday, noting serious blows to public demand and Apple's supply chain.
The growth of the wearable devices market could lead Apple to earn more than simply Apple Watch sales, suggests Loup Ventures, with the opportunity for data collected by it and potential future AirPod models to be offered to members of the healthcare industry for a monthly fee.
Apple's iPhone suppliers have earned marginally less revenue in the first two months of the year compared to the same period in 2018, according to JP Morgan, with prospects to resurrect its fortunes in China continuing to look dismal with no turnaround anticipated anytime soon.
Bank of America has changed its stance on Apple's shares by upgrading it from "neutral" to "buy," with analysts suggesting the current state of the iPhone producer's stock "presents opportunity" with multiple prospects for growth from healthcare and the Services business.
Speaking at SXSW, presidential candidate and Senator Elizabeth Warren explicitly called out Apple's App Store as one example of what would need to be split away from the company to comply with her big tech breakup plan, if Apple wanted to continue to distribute its own apps and services.
Dialog Semiconductor is anticipating a drop in revenues for 2019, in part due to the completion of a $600 million deal with Apple, but at the same time the rest of the chip design firm's business is expected to show growth, a claim that investors seem to be happy about.
Trying to rally people at Apple's annual shareholders meeting, CEO Tim Cook said that he company is "planting seeds" and "rolling the dice" on future products that will "blow you away."
Apple on Friday held its annual shareholders meeting, where a proposal to mandate Apple execs detail their political leanings was profoundly defeated.
Though Apple's March-quarter iPhone shipments will likely be disappointing, there are signs that a recovery is underway, according to an analyst report issued on Wednesday.
On Monday, Berkshire Hathaway's Warren Buffett commented that while his firm isn't selling any more Apple stock, it's waiting for better circumstances to resume share buys.
Apple's former senior director of corporate law, Gene Levoff, has been temporarily released on a $500,000 bail bond while he awaits trial for insider trading.
Legendary investor Warren Buffett reduced his position in Apple to 249.6 million shares as of Dec. 31, with the reporting period ending just days before the tech giant announced it would miss first quarter revenue guidance due to sluggish iPhone sales.
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Malcolm Owen
Roger Fingas
Mike Wuerthele
AppleInsider Staff
