Gene Munster on IPhone

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Last quote by Gene Munster on IPhone

We expect iPhone revenue to grow at 15 percent in FY18 (essential the next iPhone cycle) and account for 64% of revenue. We believe tough comps after the next iPhone cycle will have a negative impact on iPhone growth in FY19, and in FY20 we believe Apple Glasses will start to impact iPhone sales.feedback
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Jun 28 2017
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All quotes by Gene Munster on IPhone

The experience was rough, but using the iPod gave me a sense of joy I never had from any other product. They did it with the iPod and recreated that joy with the iPhone. That magic is a big reason why we've been unwavering bulls on Apple for almost the entire time we've covered it. Sometimes we missed the short-term, but long-term it's been the right bet.feedback

I wouldn't read too much into it. What ends up happening is people have to go and spend more at Apple. They weren't really discounting the products per se.feedback

The percentage of people who wanted an iPhone [was 7.2 percent]. That was the No. 1 requested gift. It was [5.2 percent] in 2015.feedback

They're still in tight supply. ... That is probably the bigger story, which should be good for the March numbers [for Apple].feedback

Remains Top Pick ... [We are] buyers of AAPL based on our belief that shares will move higher as we approach the iPhone 10th anniversary release in the fall of 2017. We believe the multiple on shares of AAPL will rise over the next two years as investors slowly appreciate the sustainability and profitability [of the] services business.feedback

Our survey suggests that iPhone owner interest in the new device declined after the announcement of the device.feedback

Might not sound like much, but in this hyper-scrutinized investor concern on the health of the iPhone franchise, every percent counts.feedback

If Samsung were to launch a foldable smartphone in 2017, we believe Apple would likely not follow suit until 2019 at the earliest. It's not about each incremental feature or device. At the end of the day people have learned to use Apple's iOS operating system ... there's always a feature, or two, or three that Samsung outdoes the iPhone on. But people stay with the iPhone.feedback

The iPhone should return to growth back in the December quarter and think of that as mid-single digit growth.feedback

In some ways, China will be a positive for the overall iPhone business. But in other ways, it's not that same magical growth that they've had over the past few years in China.feedback

Overall, we expect the new device may result in some incremental sales and possibly cannibalize some iPhone 6 (midtier) sales, but mostly just replace the current low-end unit sales.feedback

We expect the March event to be largely incremental as the bigger announcements, particularly the redesigned iPhone 7, are expected to come in the September event.feedback

As a result, we do not expect the smaller device to result in meaningful changes to our thinking of a 3 percent year-over-year decline in iPhone sales for calendar year 2016.feedback

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Quotes by Gene Munster on IPhone

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