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Topic: Services

Apple services & Apple Card 'too late to the game,' HSBC downgrades stock

04/10/2019, 07:04 am

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.

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App Store revenue still stable, with Chinese gaming revenue remaining a highlight

04/04/2019, 01:04 pm

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.

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Apple services chief Peter Stern described as well-liked, but not interested in solving media industry woes

03/26/2019, 10:03 pm

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.

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AAPL now 'strong buy,' will climb back to $225 in 2019, says Needham

03/21/2019, 08:03 am

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.

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Spotify's App Store complaint, Apple's India approach, and analysts try predicting the future on the AppleInsider podcast

03/15/2019, 08:03 am

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.

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Elizabeth Warren confirms Apple is on her big tech breakup list

03/10/2019, 09:03 am

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.

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Apple needs blockbuster acquisitions in gaming & video streaming to thrive, claims J.P. Morgan

02/04/2019, 10:02 am

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.

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Apple will return to $1 trillion valuation with video & services bundle, says Morgan Stanley

02/04/2019, 09:02 am

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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Notes of interest from Apple's Q4 2018 earnings report and conference call

01/29/2019, 04:01 pm

Following the publication of its first fiscal quarter of 2019 results, encompassing the holiday season, Apple provided additional detail surrounding the decline of sales in China, as well as more information about the Services business in an earnings conference call.

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Jeffries cuts Apple stock target to $225, remains hopeful about Services success

12/19/2018, 10:12 am

Another Wall Street firm has reduced its target for Apple's stock price, with Jeffries continuing a downward trend displayed by analysts in the last few weeks, but at the same time continues to support the idea that the Services arm will become a more important part of the company's finances in the future.

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Macquarie slashes Apple stock target price from $222 to $188 over weakness in Services

12/12/2018, 09:12 am

The continuing growth of Apple's Services arm won't last forever, warns Macquarie Research, advising investors of the possibility that revenue growth for that aspect of Apple's business could dip in 2019 for a variety of reasons.

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Apple falls 2% as HSBC joins chorus of banks downgrading shares on iPhone saturation fears

12/04/2018, 09:12 am

A dependance on the iPhone for the majority of its revenue and a saturation of the smartphone market has contributed to a downgrade of Apple's shares from HSBC, which shifted Apple down from a "Buy" grade to "Hold" and a reduced 12-month target price from $205 to $200.

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Apple relying on higher selling prices, services growth in fourth quarter analysts say

11/02/2018, 09:11 am

Going forward, Apple will be increasingly reliant on a combination of driving up average selling prices for iPhones and fostering services revenue, several analysts contended in the wake of the company's Q4 results.

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Jefferies initiates AAPL coverage, sees $177 of a $265 target driven by Services

10/29/2018, 10:10 am

Jefferies has initiated coverage of Apple Stock with a prediction of massive gains over the next year, based on not just iPhone sales, but also the Services revenue that grows as Apple's customer base increases.

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Apple looking at $2 billion from Search Ad business alone by 2020

10/22/2018, 12:10 pm

An analyst is predicting that Apple's Search Ad business will generate $500 million in fiscal year 2018 alone -- with it potentially quadrupling without any extra push by Apple or increase in ad prices by 2020.

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China App Store growth slowing, but only in short term & nothing to worry about says analyst

10/18/2018, 01:10 pm

Katy Huberty from Morgan Stanley has taken a look at Apple's App Store numbers in China, and while there does appear to be a combination of factors provoking a short-term stall in growth for Apple's iOS App Store, earnings will still be massive, and long-term Services revenue won't be impacted much, if at all.

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JP Morgan initiates coverage of AAPL with $272 target, lauds underrated services biz

09/27/2018, 08:09 am

Investment bank JP Morgan on Thursday initiated coverage on shares of Apple with an "Overweight" rating and $272 price target, saying it sees "considerable upside" for the company based on its leadership position in the smartphone market and the services it uses to amplify those revenues.

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Apple's push for bigger iPhone screens expected to drive services profits

09/10/2018, 10:09 am

The increased costs of making larger displays is small compared to the extra revenues they will bring by driving greater use of the iPhone and tailoring to Apple's forthcoming video services, according to a new analysis.

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Apple Services and the ecosystem of value capture

08/11/2018, 02:08 pm

Apple's remarkable success in iTunes and its App Stores bears striking similarity to another example of a platform developer investing in its own ecosystem: transit Value Capture. App Store Value Capture has changed the game for Apple, and is now fueling a faster rate of revenue growth for the company than all of its hardware segments combined.

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Apple's secret Services sauce sells systems

08/10/2018, 11:08 am

Despite making the hardware business look easy, Apple hasn't always been incredibly successful in introducing new devices. But comparing its biggest hits with its worst misses helps to isolate a secret sauce that is driving demand for the company's products globally.

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