Proprietary survey shows U.S. iPhone loyalty rate climbing from 86% to 92%, dwarfing all competitors.
Look what's up 40% in Apple's 10-Q
8 years ago
8 years agoFrom a note to clients by Morgan Stanley analyst Katy Huberty that fell in my inbox Friday.
From a note to clients by Katy Huberty that landed in my inbox Thursday night.
Read More Morgan Stanley: Ignore that Apple supply chain noise
Is Apple losing its edge in China?
8 years ago
8 years agoChinese users are especially sensitive to new technology and form factor changes.
"We lower iPhone revenue estimates in FY17 by 3% to reflect weak demand ahead of the supercycle."
Read More Apple: Morgan Stanley lowers iPhone estimates, raises ASP
Loyalty to Apple at the high end of the Chinese market is remarkable stable.
Better-than-expected iPhone 7 sales, she says, are already priced into the stock. Morgan Stanley's Katy Huberty has added her voice to the chorus of analysts reacting to…
Analysts struggle to read the Apple tea leaves. Is the iPhone 7 hot or not? Two weeks after the new models went on sale, analysts are still trying to reconcile…
Read More Apple: Is the iPhone 7 still doing better than the 6s?
Apple: Buried treasure
9 years ago
9 years agoHere's what the analysts found in Apple's Form 10-Q. "Is Apple['s] beat a real inflection point?" asked Morgan Stanley's Katy Huberty in a note to clients late last week. "While…
Two self-inflicted wounds. In a note to clients Monday, Morgan Stanley's Katy Huberty reiterated her estimate that Apple will sell $71.8 billion worth of iPhones this Christmas, down from $75.9 billion in 2015—a…
Read More Brexit and Jackgate threaten Apple's Christmas sales
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