Gene Munster on IPhone


Last quote by Gene Munster on IPhone

The simple reason is this: The stock's up 50-plus percent in the past year because investors have been anticipating the return to growth of the iPhone. As soon as that product comes out, people are going to shift their focus to the March and June quarters of next year. That's when the iPhone cycles are made or missed. So there's naturally going to be some people taking some
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Sep 22 2017
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All quotes by Gene Munster on IPhone

AR is going to be the operating system of the future. The iPhone is going to be the AR device of the next five years, but eventually it's going to become some wearable. This ARKit will allow developers to build rich AR experiences far beyond what we've experienced in AR

Despite shares trading at an all-time high, investor optimism for an iPhone X super cycle this fall remains high, which should continue to push AAPL's multiple higher into the fall. There appears to be little risk from the Mar-17 results or Jun-17 guidance that would change iPhone X

You can rest easy knowing that the iPhone franchise is in fact intact. That's huge because about a year ago when the iPhone 6S came out that March guidance was a

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

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

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

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

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

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

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

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

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

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

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

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Quotes by Gene Munster on IPhone

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