"So far, downloads of alternate browsers remain small in the EU, and overall consumer behavior post DMA remains largely unchanged." — Analyst Wamsi Mohan
Read More BofA: The DMA's effect on Apple's European App Store has been minimal
"June quarter results are less relevant to the longer-term opportunity." — Analyst Wamsi Mohan
Read More Apple: BofA expects a beat on Thursday, a big 2025 and a bigger 2026
BofA raises its Apple price target $26 to $256
12 months ago
12 months ago"We see a strong refresh cycle over the next few years" — Analyst Wamsi Mohan
"We view conversational AI with context and privacy as key to monetization of the installed base of Apple devices over time." — Analyst Wamsi Mohan
Read More BofA takes a deep dive into Apple services in the Apple Intelligence era
We view messaging, payments, ride hailing, workouts, photos, car commands, restaurant reservations, music, shortcuts etc as potential domains that will likely see deeper integration with Siri.
Read More BofA's Wamsi Mohan sees the new, smarter Siri taking over everyday tasks
From "We are entering an era where current smartphones without AI will look dumb, says BofA's Wamsi Mohan" which aired Wednesday on CNBC.
Read More Wamsi Mohan's Apple Intelliphone, on air and in a research note
"As AI technology evolves the gap between IntelliPhones and traditional smartphones is likely to widen further." — Analyst Wamsi Mohan
Read More BofA calls Apple's new phones 'IntelliPhones.' Says they will rule.
BofA's Wamsi Mohan: All eyes on Apple
1 year ago
1 year ago"Given that both OpenAI and Google have provided updates on their AI capabilities, all eyes will now be on Apple."
"Our checks indicate that all 4 new models of iPhone this year could be launched with the same application processor (A18) that can enable improved AI/machine learning performance." — Analyst Wamsi Mohan.
Read More BofA's Wamsi Mohan: Why Apple is a top pick for 2024
From "'We see several drivers for margins to go higher' for Apple, says Bank of America's Wamsi Mohan," which aired Thursday.
Read More BofA's Wamsi Mohan made a persuasive bull case for Apple on CNBC (video)
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