Steven Milunovich

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Last quote by Steven Milunovich

We doubt the OLED model will be available, but our sources suggest a quick ramp in the Dec period.feedback
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Aug 02 2017 UBS
This page is completely dedicated to what Steven Milunovich has to say. All of Steven Milunovich’s quotes are organized here by date and topic. The most recent quote attributed to Steven Milunovich came from an article called Apple gains could power Dow past 22, 000: “The Appleverse is expanding with all segments growing.”.
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Steven Milunovich quotes

Feb 28 2017 - IPad

Apple appears more interested in AR [augmented reality], which connects people, than VR [virtual reality], which potentially isolates experiences. Apple may be well equipped to lead given its core competencies in hardware design and software/hardware integration as well as its large base of affluent iPhone and iPad owners.feedback

Feb 28 2017 - UBS

According to some industry sources, the company may have over 1,000 engineers working on a project in Israel that could be related to AR [augmented reality]. Our work suggests that AR could be the next major innovation from Apple and that its competencies could make the company a winner ... Augmented reality is an area where Apple could leapfrog competition in providing a superior user experience. This could result in sustained iPhone retention rates and more switchers.feedback

Feb 13 2017 - UBS

We consider the installed base and retention rate the primary drivers of device and services value. … If Apple services were valued similarly to PayPal, the stock would be at least 10% higher.feedback

Jan 31 2017 - UBS

It's a great revenue line... and helps offset the fact margins are coming down on the iPhone. Given we don't know what Trump policies will be it's very difficult to model. We're sticking with iPhone price and modeling from there.feedback

Dec 30 2016 - UBS

Last year Apple initially provided the supply chain with high numbers only to cut numbers later. Given last year's misread on demand, its clear visibility beyond one quarter is limited causing Apple to play it safe for now. Apple could keep inventory lean through Dec in order to support what could be a difficult Mar.feedback

Nov 29 2016 - UBS

Procurement estimates for F1Q-2Q/17 [Fiscal quarters 1 and 2 in 2017] are down YoY [year over year], putting current consensus estimates for unit shipments growth in Dec and Mar at risk. We still believe the guide for Dec implies at least moderate unit growth.feedback

Nov 01 2016 - UBS

Apple is now only five points above Android's retention rate, an important level as it determines net switchers to iOS.feedback

Nov 01 2016 - Iphone 7

This time we find higher overall smartphone purchase intentions the next six months with iPhone 7 interest especially strong in the US and rising demand for the Plus. However, China, is exhibiting signs of softness in F17, including lower interest in the 7 than the 6/6s.feedback

Oct 26 2016 - UBS

I'm probably not so much on that side of things, but to believe that they shouldn't be [acquiring new companies], you have to believe that the innovation is coming and that there will be some major new products over time, and I think the R&D budget suggests that that's likely.feedback

Oct 20 2016 - Iphone 7

IPhone 7 interest [is] tepid ... [UBS China] distributor checks find that iPhone 7 sales are weaker than the 6s was out of the box [after launch]. Apple [is] losing share to domestic handsets ... Apple's brand remains strong, but the App Store can be difficult to access and slow.feedback

Sep 06 2016 - IPhone

Although it has become a challenge to guess the features of new Apple products, what matters more to investors is figuring out how much the products will sell after introduction.feedback

Aug 22 2016 - IPhone

Where I think it's been underwhelming on the hardware side, which of course is where they make their money. The technology is just not there to really get the Watch away from the iPhone yet.feedback

Aug 22 2016

Apple's a very different company today, obviously, than four or five years ago. [Cook's] had to deal with the FBI situation, moving into China and India, shareholders demanding dividends and buybacks – which Jobs didn't have to deal with at the time.feedback

Jul 27 2016 - IPhone

It doesn't look like the features are going to be tremendously different. People are already talking about the iPhone 8 the next year. Our work suggests that people in fact are hanging on to phones longer.feedback

Jun 28 2016 - UBS

There is some trouble brewing, though, that we believe could affect Apple's growth. First, Japanese carriers are no longer as aggressively using discounts on handsets to lure subscribers from other carriers, which could affect phone sales.feedback

Jan 20 2016 - UBS

There also seems to be little investor faith in current or potential new products, which we think might prove too bearish. Consequently, we are inclined to take our short-term lumps and maintain the buy rating given a solid franchise.feedback

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