From a note to clients by analyst Katy Huberty that landed on my desktop Monday.
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Streaming video and music could become a $22 billion business by 2025, says Katy Huberty, roughly the size of Netflix plus Spotify. From a note to…
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While Americans were playing Fortnight, the Chinese found other ways to entertain themselves.
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Is it the platform with the biggest base, or the platform whose base spends the most?
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"Going forward, we believe Apple is a structurally different company today." —Katy Huberty
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Huberty now concedes that the iPhone super cycle she promoted didn't come to pass.
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From a note to clients by analyst Katy Huberty.
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iPhone: Morgan Stanley sees blowout March
8 years ago
8 years agoKaty Huberty dismisses as "supply chain noise" recent reports of iPhone X production cuts.
The bears are counting the Chinese installed base of smartphones wrong, says Katy Huberty. They forget that iPhones last longer.
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Biggest surprise: Growing demand for the Apple Watch.
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