Morgan Stanley

While Apple has experienced tremendous growth in China over the past several years and the market is now responsible for approximately 15% of Apple's revenue each quarter, Apple's momentum has slowed there recently with the most recent quarter seeing a 14% decline in revenue in China year-over-year. A Morgan Stanley analyst team led by Katy Huberty released a bullish new report yesterday...

Morgan Stanley analyst Katy Huberty released an extensive new report today offering a look at how Apple's base of 500 million iTunes/App Store customers fits in with other services and how Apple can leverage that user base to drive future sales and revenue growth. Huberty notes that Apple's account base is second only to Facebook's one billion accounts among technology companies seeking to...

Following recent meetings with Apple Chief Financial Officer Peter Oppenheimer, Morgan Stanley analyst Katy Huberty today issued a research note sharing some of her takeaways from those discussions and her views on Apple's future plans. While she did not disclose any specific information shared by Oppenheimer, Huberty did come away feeling that Apple will be working hard to expand carrier...

Morgan Stanley analyst Katy Huberty, who has historically been rather conservative in her predictions of Apple's performance, issued a new report yesterday (via Fortune) suggesting that Apple could sell nearly 200 million iPhones next year. The number would be more than double that of this year's iPhone sales, which currently stand at 56 million ahead of a blockbuster quarter that is expected to ...