According to new Morgan Stanley research, customers are still talking about buying a new smartphone every two years. Smartphones aren't headed for a three-year cycle, says…
Read More Apple: Katy Huberty calls BS on the three-year cycle
Morgan Stanley is bullish on the Apple car
9 years ago
9 years ago"Shared mobility" will be bigger than the iPhone, says Katy Huberty, and Apple has bet the company on it. Imagine an Uber fleet of self-driving Teslas. That's where the…
"If Apple chooses to launch a car," writes Katy Huberty, "it can go to market as hardware-as-a-service instead of through traditional dealerships." Five days later, Wall…
Read More Morgan Stanley: Apple's $1B in Didi could be transformative
They have boots on the ground. I hope Morgan Stanley will forgive me for posting the video below, taken from a note sent to clients Friday…
Music to Apple investors' ears. Good morning!" began Katy Huberty's cheery e-mail to clients first thing Tuesday, "We're seeing surprising upside to iPhone demand." "Our AlphaWise…
Read More Morgan Stanley Sees 'Surprising Upside' in iPhone Demand
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