Morgan Stanley

By MacRumors Staff

Morgan Stanley Articles

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iPhone 13 Pro Pre-Orders Off to Promising Start With Strong Early Demand, Says Analyst

Monday September 20, 2021 7:59 am PDT by
While it has been many years since Apple stopped providing first weekend sales numbers for new iPhones, Morgan Stanley analyst Katy Huberty today said that iPhone 13 Pro pre-orders are "off to a promising start" with "strong early demand." Huberty based her opinion off of Apple's delivery estimates for iPhones, which she has been tracking for many years. Shortly after pre-orders began last...
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Apple's Planned App Store Changes Will Barely Affect the Company's Bottom Line, Says Analyst

Wednesday September 8, 2021 8:00 am PDT by
As a result of legal and regulatory pressures, Apple recently announced some upcoming changes to its App Store policies, such as letting developers email customers about payment options available outside of their iOS app and allowing "reader" apps like Spotify and Netflix to include an in-app link to their website for account signup. Apple said the changes "will help make the App Store an...
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Analyst Discusses Apple Car's Key to Success, Says Steve Jobs Would Be Proud of Tim Cook's Legacy

Tuesday August 31, 2021 6:52 am PDT by
In the latest episode of the Apollo Effect podcast series, Morgan Stanley analyst Katy Huberty discussed the potential for a so-called "Apple Car" to disrupt the auto industry through vertical integration of hardware, software, and services. Huberty also praised Apple CEO Tim Cook, noting that the late Steve Jobs would have been proud. A fan-made image of Tim Cook announcing an Apple Car via ...
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At Least One New MacBook With Apple Silicon 'Likely' at WWDC, Says Morgan Stanley Analyst

Friday June 4, 2021 7:50 am PDT by
We're just three days away from Apple's annual developers conference, WWDC, but rumors are still divided as to whether new MacBook Pro models with Apple silicon will be announced at Apple's opening keynote on Monday. Morgan Stanley analyst Katy Huberty weighed in on the matter in a research note shared with MacRumors today, claiming it's "likely" that Apple will announce at least one new...
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Apple Shifting Some Production From iPhone 12 mini to iPhone 12 Pro to Meet Demand

Wednesday January 20, 2021 7:12 am PST by
Apple has reportedly cut production of the iPhone 12 mini by two million units to create more manufacturing capacity for the iPhone 12 Pro, according to a new Morgan Stanley investment note seen by PED30. Apple is believed to have made the switch for the first quarter of 2021 in an effort to combat continuing lead times for the more popular ‌iPhone 12‌ Pro. iPhone 12 Pro lead times...
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iPhone 12 Demand Linked to Increased Air Pollution in China

Thursday October 29, 2020 6:07 am PDT by
Analysts for Morgan Stanley have said that air quality reports in some Chinese cities suggest an increase in industrial activity linked to iPhone 12 demand (via CNBC). Morgan Stanley analysts led by Katy Huberty used tracked air quality data from cities such as Zhengzhou, which is a major production location for Apple, to aid ‌iPhone 12‌ sales projections. Using air quality data from a...
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Morgan Stanley Predicts Apple TV+ Could Be a $9 Billion Business by 2025

Thursday October 24, 2019 4:03 am PDT by
Apple's services business is set to grow by 20 percent next year, boosted by its forthcoming Apple TV+ streaming service, according to the latest predictions by Morgan Stanley analyst Katy Huberty (via CNBC). In a new investor note, Huberty predicts that ‌Apple TV+‌ will grow into a $9 billion business by 2025, despite increasing competition in the streaming market and even if only 1 in...

Apple's Services Category Set to Be the Company's Main Revenue Driver Over the Next Five Years

Thursday March 22, 2018 10:51 am PDT by
Apple's services revenue is growing at a rapid pace and is on track to be the company's primary revenue driver in the future, according to a note Morgan Stanley analyst Katy Huberty shared with investors this morning (via Business Insider). Huberty believes that over the course of the next five years, services revenue growth will contribute more than 50 percent of Apple's total revenue growth. ...
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iPhone Scores 92% Loyalty Rate in Recent Survey Ahead of iPhone 8

Wednesday May 17, 2017 1:00 pm PDT by
92 percent of iPhone owners that are "somewhat likely" or "extremely likely" to upgrade their smartphone in the next 12 months plan to purchase another iPhone, according to investment banking firm Morgan Stanley. Apple's loyalty rate, up from 86 percent a year ago, is based on an April 2017 survey of 1,000 smartphone owners aged 18 and above in the United States. It's the highest iPhone...
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iPhone 8 With Longer Battery Life Said to Entice Those With Older iPhones to Upgrade

Thursday February 23, 2017 9:26 am PST by
Apple's rumored iPhone with an edge-to-edge OLED display will have longer battery life, which will drive customers with older iPhone models to upgrade at an accelerated rate, according to Morgan Stanley analyst Katy Huberty. Huberty also expects the high-end iPhone to have a significant form factor change with wireless charging, 3D sensors, and more advanced AI software capabilities, which are ...
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Analysts See Record-Breaking Sales for iPhone and Mac in Holiday Quarter

Tuesday January 20, 2015 8:02 am PST by
Apple's iPhone 6 and 6 Plus may boost the company's iPhone sales to a new record in the year-ending Q1 2015, says Morgan Stanley analyst Katy Huberty in a recent investor note. In line with other analyst predictions, Huberty and her team expect iPhone sales in the December holiday quarter to reach as high as 69 million units, eclipsing last year's quarterly record of 51 million units sold in Q1...
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Apple's Quarterly Spending Points to Major Product Launches, Significant Revenue Growth

Friday July 25, 2014 7:21 am PDT by
Looking at Apple's quarterly SEC quarterly filing, Katy Huberty of Morgan Stanley believes Apple's revenue is poised to explode in the coming quarters. Huberty based her prediction on increases in Apple's off-balance sheet commitments, which have a historical correlation with revenue growth. Off-balance sheet commitments are those investments in components and services that are involved in...
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Apple Projected to Beat Wall Street Estimates with 39 Million Quarterly iPhones Shipped

Tuesday June 10, 2014 6:16 am PDT by
Apple's quarterly iPhone sales may beat Wall Street estimates, based on new data from Morgan Stanley analyst Katy Huberty. According to the firm's AlphaWise Smartphone Tracker, Apple could sell as many as 39 million iPhones in the second calendar quarter of the year, beating Wall Street's predicted 35 million and topping the 31.2 million sold in the same quarter last year. Huberty believes...
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Apple's Beats Music Deal Seen as Key to Bolstering Declining iTunes Revenue Momentum

Wednesday May 28, 2014 8:25 am PDT by
Apple reportedly is close to inking a deal with Beats Electronics for $3 billion, an acquisition that Morgan Stanley analyst Katy Huberty believes is important if Apple wants to further monetize its 800 million iTunes user base and boost revenue in its increasingly important online services division. Apple's online services segment, which includes iTunes, is often overlooked because it...
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Apple Predicted to Adopt NFC in iPhone 6 as Core Technology for Mobile Payments System

Tuesday May 20, 2014 7:55 am PDT by
Rumors of Apple incorporating near field communication (NFC) technology into the iPhone have become a yearly ritual, but Morgan Stanley analysts believe that Apple may finally be poised to adopt the technology as part of a push to break open the mobile payments industry. In a recent note to investors, analyst Craig Hettenbach points to possible licensing deals, company financial disclosures and...
morgan stanley iphone china 2013

'iPhone 5C' Projected to Give Apple Huge Boost in China

Tuesday August 20, 2013 7:02 am PDT by
While Apple has experienced tremendous growth in China over the past several years and the market is now responsible for approximately 15% of Apple's revenue each quarter, Apple's momentum has slowed there recently with the most recent quarter seeing a 14% decline in revenue in China year-over-year. A Morgan Stanley analyst team led by Katy Huberty released a bullish new report yesterday...
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Apple's 500 Million iTunes Store Accounts Offer Significant Potential for Growth in Services

Tuesday June 4, 2013 7:15 am PDT by
Morgan Stanley analyst Katy Huberty released an extensive new report today offering a look at how Apple's base of 500 million iTunes/App Store customers fits in with other services and how Apple can leverage that user base to drive future sales and revenue growth. Huberty notes that Apple's account base is second only to Facebook's one billion accounts among technology companies seeking to...
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After Meeting With Apple CFO, Analyst Believes Lower-Cost iPhone Makes Good Sense

Friday February 22, 2013 12:20 pm PST by
Following recent meetings with Apple Chief Financial Officer Peter Oppenheimer, Morgan Stanley analyst Katy Huberty today issued a research note sharing some of her takeaways from those discussions and her views on Apple's future plans. While she did not disclose any specific information shared by Oppenheimer, Huberty did come away feeling that Apple will be working hard to expand carrier...
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Apple Predicted to Sell Nearly 200 Million iPhones Next Year

Thursday December 15, 2011 6:11 am PST by
Morgan Stanley analyst Katy Huberty, who has historically been rather conservative in her predictions of Apple's performance, issued a new report yesterday (via Fortune) suggesting that Apple could sell nearly 200 million iPhones next year. The number would be more than double that of this year's iPhone sales, which currently stand at 56 million ahead of a blockbuster quarter that is expected to ...