But with investors focused on December quarter iPhone sales, she doesn't expect September's earnings -- even if they beat -- to move the stock.
From a note to Morgan Stanley clients that landed on my desktop Wednesday.
Read More Katy Huberty: 'We are buyers of any near-term AAPL weakness'
Even in China, where you might think government limits on game playing by kids under 18 would slow things down. From a note to Morgan Stanley…
Read More Katy Huberty: Apple's App Store is accelerating nearly everywhere in the world
Pre-order lead times are up 20% from last year -- longer than they've been since the iPhone X in 2017.
Read More Katy Huberty: Apple's iPhone 13 is off to a promising start
Katy Huberty on Epic vs. Apple
4 years ago
4 years ago"Very few of the 30M+ app developers can afford to introduce friction to customer acquisition and payments"
The economic impact of the latest changes is negligible, says Huberty. "Just 1-2% of EPS, at worst."
Read More Katy Huberty: Those Apple App Store headlines are more bark than bite
When it comes to Apple, Morgan Stanley's transportation analyst defers to the firm's information hardware analyst.
Read More Katy Huberty on the Apple Car: First they want to get the hardware right
"Call volume on Apple is as low as we can remember over the last 5 years."
Read More Katy Huberty: Institutional ownership of Apple is up, but still down year over year
For serious work, you eventually want a computer with plenty of on-board storage and an industrial-strength operating system.
Read More Katy Huberty: The Chromebook backlog plays to Apple's strength
From the second of two Apple notes to Morgan Stanley clients that landed on my desktop Thursday.
Read More Katy Huberty went after Apple bears with both barrels today
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