Investor concerns about Apple's fortunes in China are "somewhat overblown," analysts from JP Morgan suggest, with shareholders also accused of failing to see the potential revenue generation of Apple's Services arm.
Apple's News+ subscription service threatens to kill the open web's surveillance advertising clickbait model of fake news engagement to save journalism. Why would Apple want or care to do that? Here's a look.
Video games have long been literally the center of attention in the App Store, so Apple's prospects for finding Arcade subscribers among its installed base of over 1 billion iOS devices is pretty straightforward. But can Apple Arcade spread the wealth of iOS' developer attention to its other platforms, meaningfully driving new interest in gaming on Macs and Apple TV? Here's a look at the future of macOS and tvOS games.
Apple Arcade and related Services are intended to fuel sales of new hardware by attracting new customers and prompting upgrades. But is it realistic to expect that Apple can drive sales growth for iPhone as overall smartphone growth stalls or even contracts globally? Pundits like to say that iPhone "is over" and that Apple has to run out and discover a new hit product. But they're wrong, here's why.
Apple has built a very strong position in mobile gaming in its iOS App Store. With Apple Arcade, it is working to create a new pipeline of fun, original, attractive, exclusive games, without ads and where privacy is protected. How will this impact Android and Google Play?
All of Apple's recently unveiled Services and most of its existing Services business are essentially software —- useful applications of hardware that help drive hardware purchases in addition to generating revenue on their own. Take a look at what these strategic new Services actually mean for Apple and its installed user base, starting with Apple Arcade.
Analysts are weighing in on Apple's quarterly financial results the morning after its release, with generally favorable impressions of iPhone shipments better than anticipated and the growth of Services.
Over the past few years, Apple has increasingly directed analysts' attention to its growing revenues from a segment it calls Services. However, it's common to hear even Apple's happiest of customers frown at the idea, which is often cynically portrayed as an effort by the company to wring even more money from its premium hardware buyers. But the reality is that Services are largely software— and Software Sells Systems.
Analysts at Cowen have cast doubt on the possibility a return to form for iPhone shipments will take place in this quarter, as well as for the foreseeable future, and while Services will provide a reliable high point in Apple's upcoming financial results, it may not be as much of a highlight as investors may think.
Investors consistently undervalue Apple's Services, and iPhone sales are strong, which has led Morgan Stanley to raise the target price for Apple stock to $234.
The iPhone XR was the most popular iPhone model sold in the United States for the quarter ending March 2019, a survey has revealed, while the company's move towards pushing services apparently has quite a way to go before iTunes, Apple Music, and others are actively being used by the majority of iPhone owners.
Apple is one of the biggest customers of Amazon Web Services, it has been revealed, with the iPhone maker allegedly spending in excess of $30 million per month in order to enable services like iCloud to function reliably and at scale via the retailer's network of servers.
Apple's launches of its streaming video service Apple TV+ and other additions to the company's Services business won't offer as much of a gain as investors think, according to HSBC, with the iPhone maker arriving "too late" to make a major impact in any of the industries it is entering with its new offerings.
The App Store is continuing to be a stable source of Services revenue for Apple, Morgan Stanley analysts claim, with revenue from the digital storefront up 15 percent year-on-year on the back of Chinese gaming revenue, but entertainment-related apps are apparently worth monitoring for a potential downturn.
Apple vice president Peter Stern, who is in charge of rounding up partners for products like Apple News+ and Apple TV+, is reportedly well liked and — much to the chagrin of media executives — operates in the best interests of Apple, not publishers.
Apple's ecosystem is an attractive proposition for investors, Needham analysts claim as the firm upgraded the iPhone maker's stock from a "buy" to a "strong buy" rating, advising it anticipates good results for Apple's Services, Apple Watch, AirPods, and other areas in the future.
This week on the AppleInsider Podcast, Spotify wants to change the App Store rules for everybody. Victor and William break the saga down, and then examine just what Spotify is really trying to achieve.
Speaking at SXSW, presidential candidate and Senator Elizabeth Warren explicitly called out Apple's App Store as one example of what would need to be split away from the company to comply with her big tech breakup plan, if Apple wanted to continue to distribute its own apps and services.
To boost Services revenue, Apple should use its cash hoard to try to buy video streaming giant Netflix or video game publisher Activision despite neither being for sale, says analysts with J.P. Morgan.
Morgan Stanley's Katy Huberty suspects that a comprehensive media bundle including Apple's video offering and a rumored News subscription service will continue to drive Services forward, and return the company to a $1 trillion valuation.
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Malcolm Owen
Daniel Eran Dilger
Mikey Campbell
Victor Marks
Mike Wuerthele
