If Apple were to offer a new unlocked iPhone priced at $399 without a service contract subsidy, the company would be able to grow its install base without deteriorating its gross margins, one analyst has projected.
On a recent trip to visit with tech suppliers in Asia, Morgan Stanley's Katy Huberty received word that multiple new iPhone models will begin production the June-July timeframe.
While Apple posted better-than-expected quarterly results and increased its quarterly dividend this week, market watchers are still concerned a lull in new product introductions is likely to continue until this fall.
Morgan Stanley analyst Katy Huberty recently met with Apple Chief Financial Officer Peter Oppenheimer, and came away with the impression that Apple will likely increase cash return to shareholders, and potentially release a lower priced iPhone to maintain growth.
Apple's lower gross margins — and, subsequently, its lower stock price — could be largely attributable to cyclical drivers such as capital expenditures and component pricing, paving the way for a significant improvement with the launch of a so-called "iPhone 5S," a new analysis argues.
More iPhone buyers this year are opting for Apple's latest model, the iPhone 5, than in previous years, suggesting more customers than ever are willing to pay for the best device available.
A new survey has found consumers are extremely interested in the prospect of an Apple-branded television, and are willing to pay a 20 percent premium over existing TV prices for such a device.
Sales of Apple's recently updated iPhone lineup, along with the new iPad mini, are surprising to the upside, according to supply chain sources who spoke with one analyst.
Though Apple expects its margins to shrink in the holiday quarter as the company goes through an unprecedentedly large product transition, Wall Street watchers remain confident in recommending investors buy AAPL stock.
Though the starting price of the iPad mini is higher than many had expected, Wall Street analysts believe the storage capacity and build quality offered by Apple will be more than enough to court consumers and make the product a success.
Increases in capital expenditures historically have a direct correlation to revenue at Apple, and a recent spike in spending suggests the company is set to deliver a record quarter of at least $56.4 billion in revenue this holiday season.
Though Apple fell short of market expectations with its third-quarter earnings on Tuesday, analysts on Wall Street still have great expectations for the company during the 2012 holiday shopping season.
Apple's 2012 Worldwide Developers Conference Keynote was met positively by analyst on Wall Street, who expect this year's iOS 6 upgrade to further establish the iPhone as the leading device in the smartphone market.
If Apple were to launch a full-fledged television set, it could cause total average annual U.S. household spending on Apple products to double to $888 by 2015, according to a new projection.
A new analysis from investment bank Morgan Stanley downplays investor fears that Apple's iPhone revenue could be impacted by lengthening carrier upgrade cycles and reduced subsidies, noting instead that increased distribution from new carrier partners should sustain iPhone growth.
After Apple announced record March quarter earnings of $11.6 billion, Wall Street watchers responded enthusiastically, with one analyst calling it proof of the beginning of an "international growth story" for the company.
With shares of Apple on a chart-topping climb, investment bank Morgan Stanley has lifted its price target for the stock to $720, with a 12-month bull case estimate of $960.
Shortly after Apple unveiled the new iPad, Wall Street analysts weighed in with their opinions of the device. Most are predicting that it will help "cement" Apple's market dominance.
A new analysis shows that the adoption of tablets in the enterprise, led largely by Apple's iPad, is having an accelerating impact on the decline corporate printing.
Investment bank Morgan Stanley believes Apple will partner up with both China Telecom and China Mobile "over the next year" to make its iPhone available on all three Chinese carriers, a move that could bring incremental sales of as many as 40 million units next calendar year.
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Neil Hughes
Kevin Bostic
Josh Ong
AppleInsider Staff
