"We view a potential entry by Apple into the autonomous e-mobility market as a clear negative for much of our automotive coverage."
Read More Morgan Stanley's Adam Jonas: What an Apple Car means for Tesla et al.
But she frames her analysis as a question: 'From 0 to 60 by 2025?'
Read More Katy Huberty takes the new Apple Car story very seriously
From a deep (80-page) dive into AR and VR that landed on my desktop Monday.
Read More Morgan Stanley: 'Apple's entry into the eyeware market will be a gamechanger'
Apple, ad man
4 years ago
4 years ago"Advertising emerged as the largest Services driver in FY21." — Analyst Katy Huberty
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: iPhone 13 Pro lead times set five-year record
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
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
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