Morgan Stanley: New carriers to offset impact of longer iPhone upgrade cycles

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.

Josh Ong 14 years ago 27

Wall Street: Q2 earnings prove Apple is beginning 'international growth story'

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.

AppleInsider Staff 14 years ago 32

Morgan Stanley bumps Apple stock price target to $720

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.

Josh Ong 14 years ago 51

Apple's iPad driving accelerated enterprise transition away from printing

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.

Josh Ong 14 years ago 47

Apple predicted to sell up to 40M iPhones on China Mobile, China Telecom in 2013

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.

Josh Ong 14 years ago 11

Wowed Wall Street watchers raise forecasts after Apple's 'perfect' $46B quarter

Analysts on Wall Street were blown away by Apple's blistering holiday 2011 quarter, and promptly revised their estimates even higher following the news.

Neil Hughes 14 years ago 48

67% of potential Asian iPhone buyers remain untapped by Apple

The iPhone could see huge sales numbers in Asia as the region's burgeoning smartphone market has been largely untapped, with only about 22 percent of carriers selling Apple's handset, according to a new analysis.

Mikey Campbell 14 years ago 13

Apple Q4 2011 earnings disappointment attributed to iPhone transition 'hiccup'

After Apple's quarterly earnings failed to live up to Wall Street consensus estimates, some analysts have labeled the September quarter a "transitional quarter" for Apple, while remaining reassured that the first quarter of iPhone 4S sales will make up for the so-called "hiccup."

Josh Ong 14 years ago 93

Wall Street response to iPhone 4S muted, but optimistic

Following Apple's unveiling of the iPhone 4S on Tuesday, Wall Street's response was relatively subdued, though analysts remain optimistic that Apple sales growth will continue to rise.

Josh Ong 14 years ago 50

Morgan Stanley recommends Apple use cash for share buybacks, dividends

Investment bank Morgan Stanley took the position on Monday that Apple is "more likely than ever" to return some of its $76 billion in cash to shareholders and recommended either share buybacks or dividends as the most favorable options.

Josh Ong 14 years ago 126

Wall Street expects smooth transition from Steve Jobs to Tim Cook

Responding to the news that Steve Jobs is stepping down as Apple CEO, Wall Street analysts affirmed the company's position, predicting a relatively uneventful transition for the company and calling Tim Cook "the ideal candidate" for the role.

Josh Ong 14 years ago 15

Wall Street doesn't expect Google-Motorola deal to affect Apple

While the move may be good for the parties directly involved, Google's purchase of Motorola is not expected to have a major effect on Apple, Wall Street analysts have said.

Neil Hughes 14 years ago 33

Wall Street: Apple earnings 'nothing short of a blowout' after record quarter [u]

Wall Street analysts were stunned by Apple's record quarterly earnings on Tuesday, noting that there seems to be no end in sight for the company's "upside parade."

Josh Ong 14 years ago 20

Apple to begin assembling iPhone 5 'in mid to late August'

Apple will begin production of fifth-generation iPhones in August ahead of a projected late third quarter launch, according to intelligence obtained by one investment banker's recent trip to Taiwan.

Josh Ong 14 years ago 27

Apple execs focused on software-driven iPhone product cycle, says analyst

Fresh off a meeting with senior executives at Apple, Morgan Stanley analyst Katy Huberty said the company sees product cycles as being driven by software rather than hardware and is expected to announce major software updates at the Worldwide Developers Conference in June.

Josh Ong 15 years ago 32

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