A survey of consumers in China has found that an anticipated deal to sell the iPhone with carrier China Mobile could incrementally boost Apple's handset sales in calendar 2014 by at least 12 million units, though there is potential for much more.
Apple's decision to split the iPhone lineup into a high-end flagship model and a more affordable mid-range offering sets the stage for the company to increase the frequency with which it updates the handsets, one analyst increasingly believes after meeting with the company's chief executive, Tim Cook.
Apple beat Wall Street expectations and left analysts satisfied with its September quarter, though market watchers are already more focused on anticipated blockbuster sales of new iPhone and iPad models in the current holiday quarter.
If Apple could have met iPhone 5s demand in the recently concluded September quarter, the company could have sold as many as 37 million units, new data from Morgan Stanley has revealed.
Projected iPhone sales for the current September quarter continue to edge upward, with the latest survey data suggesting Apple could sell more than 34 million handsets in the soon-to-conclude period.
Demand for Apple's upcoming iPhone 5s and iPhone 5c is healthy, a new survey has found, suggesting that investor concerns over device preorders may be unfounded.
A new survey of smartphone buyers in China has found that the pricing "sweet spot" for Apple's rumored "iPhone 5C" is $486 — a price higher than the analyst responsible for the poll expected.
Potential upside in Apple's recently concluded June quarter could be driven by greater-than-expected iPhone shipments, with one analyst predicting that the company beat projections and shipped at least 29 million iPhones.
Apple's current account base of 500 million users is growing and spending at a tremendous rate, suggesting to one analyst that new services such as mobile payments or streaming radio could be key to the company's future growth.
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.
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.
Arguing that the current discount on Apple shares factor in a significant deceleration in revenue and earnings growth that is unjustified in light of medium and long-term growth drivers, Morgan Stanley on Tuesday issued a fairly bullish report estimating that company could generate more than $80 billion in incremental revenue though global penetration of its rumored iWatch and Apple TV initiatives.
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.
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Neil Hughes
Shane Cole
Katie Marsal
Kevin Bostic
