Apple has third of gaming market's transactions in total, 7% of 'Fortnite' revenue

The Epic v. Apple trial has revealed a slew of data points about the App Store that would otherwise be hard to come by, including margins and its share of the gaming market, JP Morgan says.

Mike Peterson 5 years ago 23

JP Morgan ups Apple price target to $165, raises revenue and earnings forecasts

Investment bank JP Morgan has raised its Apple price target to $165 after the Cupertino tech giant broadly beat expectations during the March quarter.

Mike Peterson 5 years ago 0

Mac, Services to drive earnings growth amid slowing iPhone sales, analyst says

JP Morgan believes investors are primed for softer AAPL earnings results in Q1 2021, but believes that Mac and Services could still drive upside.

Mike Peterson 5 years ago 0

China smartphone data shows solid iPhone 12 demand, but no 'super cycle'

Analysts are weighing in on the latest smartphone shipment data out of China, which suggests solid demand for iPhone models but casts doubt on a "super cycle."

Mike Peterson 5 years ago 10

Chinese smartphone market seeing 'disappointing' decline in shipments, analyst says

Smartphone shipments in China are experiencing a worse-than-seasonal decline despite starting 2021 off strong, according to investment bank JP Morgan.

Mike Peterson 5 years ago 2

iPhone 12 cycle still strong despite 'weaker demand,' analyst says

Demand for the iPhone 12 lineup is starting to wane, but investment bank JP Morgan is still tracking a year-over-year increase in shipments because of 5G adoption.

Mike Peterson 5 years ago 4

Apple iPhone momentum continues in recovering Chinese smartphone market

Apple continues to gain ground in China in January, marking the second consecutive month that its iPhone shipments rose in the country amid a broader volume surge.

Mike Peterson 5 years ago 0

'Apple Car' profits will quickly dwarf initial $3.6B Kia investment, analyst claims

Apple's entry in the car market could generate profits that "dwarf the initial investment" of $3.6 billion, an analyst claims.

Mike Peterson 5 years ago 11

Apple VR headset coming in Q1 2022 & will have LiDAR, analyst claims

Investment analyst at JP Morgan says an Apple VR headset will be released in Q1 2022, and feature LiDAR plus six lenses.

William Gallagher 5 years ago 2

Apple to report Q1 2021 revenue above $100B, JP Morgan says

Apple's December 2020 quarter will be the company's first with revenues above $100 billion thanks to the iPhone 12 and remote work tailwinds, JP Morgan analysts predict.

Mike Peterson 5 years ago 1

Apple gaining significant ground in Chinese smartphone market, JP Morgan says

Apple gained significant ground in China despite a seasonal decline in the region's total smartphone industry, investment bank JP Morgan claims.

Mike Peterson 5 years ago 4

Apple to adopt a 'go big or go home' strategy for 'Apple Car,' analyst says

Investment bank JP Morgan expects the "Apple Car" to be a fully autonomous vehicle that Apple manufactures itself toward the end of the 2020s.

Mike Peterson 5 years ago 27

Apple's Mac release schedule & Services could make up for seasonal iPhone declines

Investment bank JP Morgan sees two recent Apple-related reports as more evidence implying upside for the Mac and Services segments, even as the new iPhone cycle may be hitting seasonal headwinds.

Mike Peterson 5 years ago 2

iPhone 12, iPhone 12 Pro supply stabilizing as demand remains robust

The supply of and demand for the iPhone 12 and iPhone 12 Pro lineups appear to be leveling out, with lead times stabilizing or moderating across the board, says analysts at JP Morgan.

Mike Peterson 5 years ago 1

Wearables, Mac, iPad expected to sustain Apple's growth into 2021

Despite a lack of clarity about growth expectations for the iPhone 12, investment bank JP Morgan says investors should expect "modest returns" in 2021 on the strength of wearables, Apple Silicon Macs, and the iPad.

Mike Peterson 5 years ago 2

Load More