Daniel Ives - FBR Capital Markets


Last quote by Daniel Ives

In addition to a more robust upgrade in terms of form/function on iPhone X, we believe iPhone units will benefit from a massive iPhone installed base that is ~2 years old (or older). The last time we saw pent up installed base demand and consumer feedback mirroring (or close to) this was around the iPhone 6, which ultimately became a critical and unprecedented successful launch period for Apple. Our model assumes Apple sells more iPhones in the 12 months following the iPhone X and iPhone 8/8+ launch than the peak iPhone 6 upgrade cycle.feedback
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Oct 16 2017 IPhone
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Daniel Ives is associated, including Google and Samsung. Most recently, Daniel Ives has been quoted saying: “We believe the iPhone X product cycle could be the strongest iPhone product cycle to date. While supply chain issues will elongate the iPhone X upgrade cycle well into FY18, we believe seeing the 'forest through the trees' will translate into this super cycle upgrade being a major growth catalyst for Apple (and its investors) over the coming year.” in the article The new iPhones will be Apple’s most successful ever, says analyst Ives.
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Daniel Ives quotes

Oct 24 2016 - IPhone

It's been a challenged smartphone industry, and consumers as well as the industry have been yearning for that next major smartphone release. Can iPhone 7 be the hero to rescue Apple from the fallout that we've seen from the iPhone 6S?feedback

Oct 24 2016 - IPhone

As you've seen a lot of commoditization on the hardware side, you're going to see a lot of differentiation on the software side.feedback

Oct 24 2016 - Iphone 7

Especially in light of the Note 7 fiasco, I think there is a lot of focus to see what types of market share gains Apple has, with iPhone 7 now in their back pocket. In the last 18 months Samsung had a strong momentum. The question is, does iPhone 7, as well as the Note 7, change the dynamics between Apple and Samsung.feedback

Oct 18 2016 - Samsung

With headwinds across the U.S. and European markets, China has been the golden jewel in the smartphone market, showing healthy growth, which speaks to the importance for Samsung on the horizon.feedback

Oct 18 2016 - Samsung

They definitely have a bit of an uphill battle from this situation when it comes to how they recover.feedback

Oct 13 2016 - Samsung

That is why the next three to six months are critical not just for Samsung, but for competitors to see who benefits and loses in this smartphone battle royale that has been going on.feedback

Oct 13 2016 - Samsung

Now the question is, will this be a speed bump or a brick wall in terms of their innovation curve?feedback

Sep 07 2016 - Iphone 7

While iPhone 7 has no 'major game changers,' it looks like a solid upgrade which could turn the tide after the softness seen from the 6s cycle.feedback

Feb 05 2016

Now that Silver Lake is behind Symantec there is a hope that they'll make the right decisions moving forward for a company which has made a lot of bad decisions over the last decade.feedback

Jan 28 2016 - Microsoft

It shows that momentum is building for Microsoft in 2016 rather than slowing, and that's different from what we're hearing from other enterprise tech companies.feedback

Jan 28 2016 - Microsoft

All around, this looks like a quarter that (Microsoft CEO Satya) Nadella can frame and put in his office.feedback

Jan 20 2016

There were death-like expectations going into this quarter. This gave the Street something to hang their hat on.feedback

Jan 11 2016

We view this as a potential $10 billion market opportunity over the next five years.feedback

Jan 04 2016 - IPhone

The bearish sentiment at this point has overshot. The New York City cab driver at this point recognizes iPhone 6S Street estimates were too high, and now it's all baked into the stock.feedback

Jan 04 2016 - IPhone

With only 30 percent-plus of Apple's user base upgrading to iPhone 6/6s to date, there is a massive green field opportunity to further penetrate its unrivaled customer base over the coming years, with China remaining the main fuel in the tank for Cupertino going forward despite lingering growth fears.feedback

Jan 04 2016 - IPhone

While [iPhone] 6s demand has not been stellar out of the gates relative to bullish Street expectations, we believe this near-term product transition period will ultimately lead to brighter days ahead on the shoulders of the flagship iPhone 7 release. Apple is poised to benefit from pent-up consumer demand/mega product cycle heading into September 2016, in our opinion.feedback

Jan 04 2016

[CEO Tim] Cook and Cupertino are well aware of these challenges ahead, which speaks to Apple's product expansion into enterprise, wearables, virtual reality, streaming, and autonomous cars down the line. We continue to strongly believe that while not in Apple's typical gold-standard playbook over the years, Cook & Co. could look to do some larger, strategic technology acquisitions to further broaden the company's consumer/enterprise footprint in 2016.feedback

Jan 04 2016 - Microsoft

I would characterize this as white hot adoption out of the gate.feedback

May 01 2015

This is an eye-opening production cut which speaks to the softer demand that Apple has seen with 6s out of the gates. The Street was bracing for a cut but the magnitude here is a bit more worrisome.feedback

Oct 24 2014

In light of recent negative earnings results from tech bellwethers Oracle, IBM, SAP, VMware, and EMC, Microsoft is bucking the trend and we would label these September results as a solid accomplishment.feedback

Jan 31 2014

With that said, we believe Mr. Nadella's prior roles in the Online Services Division, Business Division and most recently as president of the Server and Tools business position him as a strong internal candidate with a broad set of knowledge around Microsoft's massive product portfolio.feedback

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