On the eve of iPhone 12 mini and Pro Max shipments, all signs point to stronger than expected demand for the iPhone 12 series.
Read More Morgan Stanley: Apple's iPhone suppliers are firing on all cylinders
Two charts from a note to clients by analyst Katy Huberty that landed on my desktop Tuesday.
Read More Morgan Stanley: Apple's App Store grew another 30% year over year in October
But analyst Katy Huberty doesn't view the scrutiny as a "material near to medium term risk to Apple's services business.
Read More Morgan Stanley: Apple's 2020 10-K highlights government regulatory risks
Glad she corrected herself.
Read More Apple: Katy Huberty warns that her Q4 iPhone sales estimates were too low
That's a post-COVID record, says analyst Katy Huberty.
Read More In the teeth of the pandemic, Apple has opened 95% of its retail stores
It’s not how long the iPhone 12 lead times, says analyst Katy Huberty, it’s how long the lead times last.
Read More Morgan Stanley: Bullish on Apple, even if Sept. iPhone sales miss expectations
"We remain buyers of Apple shares ahead of the event" — Analyst Katy Huberty
Read More Morgan Stanley: Next week's Apple event is 'its most significant in years'
That's 4 percentage points more than Evercore estimated only this morning.
Read More Morgan Stanley: Apple's App Store revenue grew 31% in September
From a Q&A with Morgan Stanley clients that landed on my desktop Thursday.
Read More Does Apple's growth rate support its valuation? Katy Huberty says yes
Long lead times suggests strong demand, says analyst Katy Huberty.
Read More Morgan Stanley: Apple Macs and Sonos speakers are hot
22 Comments