Apple Fitness+ could grow to $3.6B in revenue by 2025, analyst says

Apple Fitness+ has enough differentiation among rivals to continue growing its share of the rapidly expanding online workout market, according to investment bank JP Morgan.

Mike Peterson 3 years ago 2

Apple Arcade is well positioned to take a slice of booming gaming market, analyst says

Apple Arcade is a unique offering among gaming services and is well-positioned to take advantage of the booming market, according to JP Morgan.

Mike Peterson 4 years ago 27

Steady Apple lead times a sign of continued supply chain issues, analyst says

Estimated delivery times have remained largely unchanged for Apple products, a sign that the company is still seeing supply chain issues, according to JP Morgan.

Mike Peterson 4 years ago 0

JP Morgan trims Apple price target to $200 due to tough economic conditions

JP Morgan has trimmed its Apple price target to $200 from $205 because of touch macroeconomic conditions, despite the company's strong March quarter results that prove it's a "safe haven" for investors.

Mike Peterson 4 years ago 0

Demand for iPhone 13 tracking higher than past cycles, iPhone SE demand muted

Apple's iPhone 13 is still selling better than past cycles, though demand for the iPhone SE is weaker than expected, according to new carrier data.

Mike Peterson 4 years ago 2

Apple supply diversification won't mitigate current Chinese lockdowns

Recent shutdowns at key Apple suppliers present increased risks to the company despite the continued diversification of the iPhone maker's supply chain.

Mike Peterson 4 years ago 1

Apple well-positioned to weather consumer spending headwinds, analyst says

Reduced consumer spending is acting as a headwind for Apple's new iPhone SE models, and could affect the company's iPhone 13 and Services segments, according to JP Morgan.

Mike Peterson 4 years ago 0

Recent App Store changes to pose only minimal risk to Apple

A revision of Apple's App Store policies surrounding alternate payments, as well as an additional potential one, are unlikely to pose any serious risk to Apple's bottom line, according to an analyst.

Mike Peterson 4 years ago 0

Apple still selling more iPhone 13 models than past lineups via carrier channels

Sales of Apple's iPhone 13 models remain elevated compared to prior lineups despite supply constraints, according to new carrier research data obtained by JP Morgan.

Mike Peterson 4 years ago 0

Extended lead times for 2022 iPhone SE an 'encouraging' sign of demand

Lead times for Apple's new 2022 iPhone SE model are already starting to extend, hinting at strong demand for the newly released smartphone.

Mike Peterson 4 years ago 3

Investors split about whether Apple can maintain growth, survey suggests

A small questionnaire sent out to a handful of Apple investors suggests that there isn't a consensus on whether the Cupertino tech giant can maintain its growth across 2022, according to JP Morgan.

Mike Peterson 4 years ago 8

January iPhone shipments much higher than average in China, data suggests

Apple's iPhone shipments are tracking higher than the typical seasonal average in Mainland China, according to new smartphone market data.

Mike Peterson 4 years ago 0

Apple will shatter its holiday quarter earnings record despite supply issues, analyst says

Investment bank JP Morgan expects Apple to beat Wall Street's consensus when it reports revenue, and break its holiday quarter records, despite a hit from supply chain constraints.

Mike Peterson 4 years ago 6

iPhone 13 supply meeting demand, customers opting for higher-end models

Estimated iPhone 13 delivery times are increasingly pointed toward the lineup hitting supply demand balance, according to investment bank JP Morgan.

Mike Peterson 4 years ago 4

Global iPhone 13 delivery times shrink as supply improves

The supply of current-gen iPhones is improving, with lead times for orders reducing to the best levels since the iPhone 13 launch, analysts say, but Pro models continue to take longer to be delivered than the standard version.

Malcolm Owen 4 years ago 1

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