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Wall Street analysts weigh in on iOS 6

Posted: , by Alan F.

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Wall Street analysts weigh in on iOS 6
Apple iPhone users seem to like it, but what do Wall Street analysts think about iOS 6 which was introduced Monday as WWDC 2012 kicked off. Let's start with a monster prediction from Piper Jaffray's Gene Munster. With the new Facebook integration in iOS 6, the analyst calls the Apple iPhone the new "Facebook phone," especially since he doesn't see Google doing the same with Android. Writing to clients, the analyst says the Facebook integration on iOS 6 shows a focus on integrating partners into iOS as a way to differentiate the operating system with Android. He also sees the updated OS being able to help Apple's market share gain ground faster than Android's share in the U.S. and possibly Western Europe. Those two areas combined are an iOS stronghold and accounts for about 65% of global Apple iPhone sales. Munster sees the iconic smartphone growing its world-wide marketshare from a current 23% to 33% in 2015.

Facebook integration is a crowd pleaser in iOS 6

Facebook integration is a crowd pleaser in iOS 6

J.P. Morgan's Mark Moskowitz said that the biggest highlights of WWDC were the introduction of Passbook, the 3G/4G connectivity for FaceTime and the introduction of Maps for iOS. Meanwhile, Morgan Stanley's Katy Huberty, noting that the number of App Store accounts with credit cards on file has risen 78%, calls the App Store an "unprecedented asset" for the Cupertino based firm. She says that China is the key to Apple's long term growth. To that end, she was happy to see the new integration in iOS 6 with Chinese based sites Baidu, Sina, Youku and Toudou. Looking to ride the amazing popularity of mobile handsets in the Country, Apple has announced improved Chinese text input, a new dictionary and eight new fonts. Apple also sent Siri to Berlitz where she learned both the Mandarin and Cantonese language for Apple iPhone 4S users in the country. The analyst says that it will be iOS that will continue to drive Apple's earnings higher.

RBC Capital Markets' Amit Daryanani was at the event Monday and came away impressed with Apple's new Maps for iOS app, saying that it will increase competition with Google. He also believes that the new ability to use FaceTime over cellular pipelines means that an LTE enabled iPhone will be out by the end of 2012. Not every analyst left the Moscone Center feeling positive about Apple. JMP Securities Alex Gauna kept his "Market Perform" rating on the stock which means he sees Apple neither outperforming the market, nor underperforming the broad indices. Gauna said that most everyone already knew about the new features to iOS 6, Siri and iCloud which prevented the announcements to be a catalyst driving the stock higher. According to the analyst, this is why Apple's stock declined 1.6% on Monday.

source: AppleInsider

54 Comments
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posted on 12 Jun 2012, 09:13 7

1. iamcc (Posts: 1319; Member since: 07 Oct 2011)


"Let's start with a monster prediction from Piper Jaffray's Gene Munster. With the new Facebook integration in iOS 6, the analyst calls the Apple iPhone the new "Facebook phone," especially since he doesn't see Google doing the same with Android. "

Am I missing something here? I've been able to share directly through Facebook on my Android phone for a long time...

posted on 12 Jun 2012, 09:29 5

2. XiphiasGladius (Posts: 804; Member since: 21 Aug 2011)


I think that feature is already a fossil. . .

posted on 12 Jun 2012, 09:32 6

3. iamcc (Posts: 1319; Member since: 07 Oct 2011)


No.

It's revolutionary.

Maybe even...

MAGICAL!!!

posted on 12 Jun 2012, 12:58

41. ieronz (Posts: 9; Member since: 12 Jun 2012)


the magical term's getting boring already, how about something new ?.

posted on 12 Jun 2012, 23:00

50. BattleBrat (Posts: 1175; Member since: 26 Oct 2011)


I was using my arrow button on my laptop to scroll down to read that, and it was scrolling down so that I read one line per press, when I hit "MAGICAL" I burst out laughing, now people are looking a me.... (I'm at a coffee joint)

posted on 12 Jun 2012, 09:40 5

5. jmoita2 (Posts: 930; Member since: 23 Dec 2011)


Yes, it is. It's like reinventing cruise control...

posted on 12 Jun 2012, 10:58 1

22. bayusuputra (Posts: 944; Member since: 12 Feb 2012)


it's all over my Sense.. even my phonebook is full of facebook contacts..

like i said, my Nokia 3310 is more advance than iOS 10..

posted on 12 Jun 2012, 09:46 7

7. remixfa (Posts: 14151; Member since: 19 Dec 2008)


especially since facebook keeps being rumored to make their own phone.. which is android based.

facebook has integrated with Android for years now. contacts and friend info integrated into contacts automatically, super easy pic sharing, ect ect ect.

iOS6 is not the big deal that it needed to be. Its just more "catchin up to android".

This moron predicts that adding android features will make iOS rise in dominance. I see it going the other way.

Remember those old "if its not an iphone, its not an iphone" commercials? Apple is spending so much time adding android features, they are proving that android is the better platform.. so lets change that to "if its not an android, its not an android".
iOS.. the copycat OS. magically changing things, one copy at a time.

iOS needed to bring something big to the table, and it failed. If Windows8 brings it later this year, i forsee those predictions of iOS drifting to 3rd place behind windows coming true.

posted on 12 Jun 2012, 09:50 4

8. iamcc (Posts: 1319; Member since: 07 Oct 2011)


Apple isn't catching up. They did all these things first, they just didn't tell us about them until now...

;P

Sorry.. i'm having too much fun with this.

posted on 12 Jun 2012, 11:15 1

26. XiphiasGladius (Posts: 804; Member since: 21 Aug 2011)


And Patent it maybe!

posted on 12 Jun 2012, 11:38

29. Non_Sequitur (Posts: 1111; Member since: 16 Mar 2012)


Hey it's me, Apple
And this is crazy
I stole your s**t
And patent it maybe

posted on 12 Jun 2012, 11:47

32. iamcc (Posts: 1319; Member since: 07 Oct 2011)


lmfao

posted on 12 Jun 2012, 12:10

36. vslayer (Posts: 34; Member since: 12 Dec 2011)


urrrgh take note that the first in all social network integration are in windows phone remember the deep integration... android an iphone as deep as in wp in category .... lets open our eyes its the fact

posted on 12 Jun 2012, 12:11

37. vslayer (Posts: 34; Member since: 12 Dec 2011)


android and iphone are not as deep as in wp ***

posted on 12 Jun 2012, 16:57

47. Lucas777 (Posts: 2137; Member since: 06 Jan 2011)


its not rumored to be android based at all... it was rumored to be wp7 based no?

and what exactly does ios need? what major features is it missing that dont relate to the differences between android and ios?

posted on 13 Jun 2012, 02:43

54. PhoneLuver (Posts: 474; Member since: 05 Jul 2010)


I don't disagree with you. Many of these features are old hat!
To be honest I had Facebook integration back when there was something call Windows Mobile.

I think Apple's strength lies in its execution and design. Look at the maps app for example. It's not a new concept, but it "just works". I didn't hear that the app crashed and had to be restarted during the presentation!

It's the little things really. Many IOS users would rather wait a little to get features, but have them work properly.

What I'm trying to say here, is that like it or not IOS and Apple products in general have an air of quality to them.
It's something that I have seen in very few other Android handsets.

Even the great SIII with it's polycarbonate back plate doesn't ooze quality. It reminds me of my old 3GS to be quite honest.

posted on 12 Jun 2012, 12:14 1

38. vslayer (Posts: 34; Member since: 12 Dec 2011)


i think windows phone 8 will be a bang ....... watchout apple and android some of the elements are copied from windows phone whew...

posted on 13 Jun 2012, 02:21

53. frydaexiii (Posts: 1239; Member since: 01 Dec 2011)


Android user already taken FB integration for granted...

posted on 12 Jun 2012, 09:36 4

4. PapaSmurf (Posts: 8922; Member since: 14 May 2012)


Facebook integration has been around for over a year and a half thanks to Sense UI, Motorola's Application Platform, etc.

"The World's Most Advanced Mobile OS" would have been true in early 2010.

posted on 12 Jun 2012, 10:07

9. destr0y3r (Posts: 33; Member since: 12 Jun 2012)


yeah right, it was shipped in those phones as bloatware

posted on 12 Jun 2012, 10:38 9

13. iamcc (Posts: 1319; Member since: 07 Oct 2011)


If it's on Android it's bloatware.

If it's on iOS it's f**kING AMAZING.

Now I get it. Thanks for the clarification!

posted on 12 Jun 2012, 11:03

23. bayusuputra (Posts: 944; Member since: 12 Feb 2012)


so full phonebook and calendar integrations with one-touch share across other app is called bloatware?

i bet it will be the same thing in iOS 6, but you pig will call it MAGICAL! hypocrite..

posted on 12 Jun 2012, 12:04 2

35. EclipseGSX (Posts: 1653; Member since: 18 Oct 2011)


haha exactly iamcc. Whats wrong "QinEmpire" did your account get banned :)

posted on 12 Jun 2012, 10:47

17. TheRetroReplay (Posts: 245; Member since: 20 Mar 2012)


Well it was true until the end of 2009 beginning of 2010 when Android became a mainstream mobile OS thanks to Verizon's Droid Does campaign. Ever since then, Apple's been playing catch-up because Android gave more features than iOS.

posted on 12 Jun 2012, 11:35

28. Non_Sequitur (Posts: 1111; Member since: 16 Mar 2012)


I only thumbs downed because it's more like early 2009. ^^

posted on 12 Jun 2012, 09:46 2

6. tward291 (Posts: 559; Member since: 14 Feb 2012)


mt question is were is nfc support

posted on 12 Jun 2012, 10:07 6

10. Sackboy117 (Posts: 178; Member since: 17 Oct 2011)


it'tt be here in a few years, dont worry :)

posted on 12 Jun 2012, 10:50

19. tward291 (Posts: 559; Member since: 14 Feb 2012)


all the more reason my girl can stop getting the iphone every year. ima make that ass get a wp baby

posted on 12 Jun 2012, 11:04

24. bayusuputra (Posts: 944; Member since: 12 Feb 2012)


and bluetooth file transfer? Is it there yet? or another decade?

posted on 12 Jun 2012, 11:04

25. TheRetroReplay (Posts: 245; Member since: 20 Mar 2012)


That's what I want to know, my Galaxy Nexus craves for it's NFC to be used but not many places have them. And unfortunately the only way for stores to start have the NFC payment system in place is if Apple brings it in their next iPhone

posted on 12 Jun 2012, 10:24 2

11. lubba (Posts: 1311; Member since: 17 Jan 2011)


An aging OS with little room to grow, only adding little additions already implemented in other OSs. The "aw" factor seems to be waning. The real excitement is wp8 and windows 8.

posted on 12 Jun 2012, 10:31 1

12. ZEUS.the.thunder.god (unregistered)


apple welcomes you to the future JUNE 2010. within few months you will have all the revolutionary and magical features in your new iphone. stay tuned.

posted on 12 Jun 2012, 10:44 2

14. Whateverman (Posts: 3231; Member since: 17 May 2009)


Alan F...

I know your job must be tough, writing for the technically inclined readers that visit this site on a daily basis. We can be a really tough audience at times. But com'on man! There is no way that this...

"analyst calls the Apple iPhone the new "Facebook phone," especially since he doesn't see Google doing the same with Android. Writing to clients, the analyst says the Facebook integration on iOS 6 shows a focus on integrating partners into iOS as a way to differentiate the operating system with Android."

...should have made it in your article without some kind of correction or comment from you how this was completely false! This needs to be edited sir.

posted on 12 Jun 2012, 10:48 1

18. tward291 (Posts: 559; Member since: 14 Feb 2012)


also wp facebook integration on wp goes far deeper than ios so you should be more incline to call wp the new facebook phone lol.

posted on 12 Jun 2012, 10:51 1

20. TheRetroReplay (Posts: 245; Member since: 20 Mar 2012)


The guy is a tool, he's obviously never touched and Android phone in his life.

posted on 12 Jun 2012, 11:48 1

33. Fallout09 (Posts: 419; Member since: 17 Oct 2011)


Didnt HTC make a Facebook Phone? It had a Facebook button that would instantly share items when pressed.... "Am I taking crazy pills?"

posted on 13 Jun 2012, 02:02

51. frydaexiii (Posts: 1239; Member since: 01 Dec 2011)


Yeah, the HTC Salsa and ChaCha/Status. I was thinking the same thing, what the hell are these analyst thinking?

posted on 12 Jun 2012, 10:45

15. tward291 (Posts: 559; Member since: 14 Feb 2012)


the chinese market is a huge market for android ios and wp. they all are pushing there.

posted on 12 Jun 2012, 10:47

16. Veigald (Posts: 240; Member since: 13 Jan 2012)


Pretty scared how uniformed those analysts are though.

posted on 12 Jun 2012, 10:55 2

21. jmoita2 (Posts: 930; Member since: 23 Dec 2011)


I'm sorry to say so, but "analysts" are nothing more than paid cheerleaders that will do, write and say just about anything to push a particular stock or company.

posted on 12 Jun 2012, 11:30 3

27. gallitoking (Posts: 4690; Member since: 17 May 2011)


the good thing about the iOS 6 is that Apple fans are happy and the fandroids are having the time of their life.. which I personally prefer... as they are angry most of the year and only Apple brings them happiness one way or another..

posted on 12 Jun 2012, 11:42 1

30. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


We knew this was their time to troll. Let's be honest it doesn't matter what Appke released they would hate it.

These were good updates. Especially the built in navigation and Siri is picking up steam. They usually hold something back for iPhone releases. Last year it was Siri.

Fandroids still don't get it, but the new iPhone will wipe the floor with android.

Android had a couple of advantages. Mainly free navigation and LTE. Both of those will be gone.

posted on 12 Jun 2012, 11:46 4

31. remixfa (Posts: 14151; Member since: 19 Dec 2008)


glad to see that you are unphased by yet another lackluster apple release. you go troll.. keep on trollin trolling trollin.. oh yea. close your eyes and troooooooll. lol.

"These were good updates. Especially the built in navigation and Siri is picking up steam. They usually hold something back for iPhone releases. Last year it was Siri. "
google navigation clone minus 2/3rds of the features. Siri is now getting more of android's features and abilities. good stuff!

any more updates and apple's new logo is going to be a rainbow colored robot.

and unlike your close minded idiocracy, I was actually hoping for something big and exciting. Not more "me too" additions. Competition is great for all. When there is one guy always ahead "android", and one guy thats constantly just copying to keep up "apple", there isnt really any competition. Thank god google likes to keep adding new things with our without competition or both of our OS's would be stale. lol.

posted on 12 Jun 2012, 16:54 1

46. gallitoking (Posts: 4690; Member since: 17 May 2011)


actually it will come true in the JB update.. I mean lets be honest 7% ICS on devices.. and Android is thinking ahead.. leaving another bunch of 1 year old devices.. I think Androids moves too fast that hardy any devices can catch up. but on the bright side iCS will be on 50% on androids by 2014 by then Android will be on whatever "M" would be.. good luck catching up to Android..

posted on 12 Jun 2012, 16:59

49. remixfa (Posts: 14151; Member since: 19 Dec 2008)


or they could just do like apple, and say your getting iOS6, while only actually changing the OS number.

you are so duped by apple's OS lies. The ONLY phone on iOS5 is the i4s. Nothing below the i4s is getting iOS6.

getting a bug fix with nearly none of the new features is not an "upgrade" its a "bug fix". Android phones get them all the time. Android just doesnt call it "a new OS" like Apple does.

posted on 12 Jun 2012, 11:59 1

34. Non_Sequitur (Posts: 1111; Member since: 16 Mar 2012)


JUST having to stick to laggy ass iTunes that still has code 1996 is reason enough to use an Android phone with Google Play Music or Amazon MP3. And the App Store is so frustrating, it's incredible. I can't even put movies or TV shows that I downloaded on my iPod Touch that I paid for on my Android phone without a long and frustrating file conversion process.
Sure, the new iPhone will sell. But only because of all of the iSheeps. You just don't get that, do you? Does the new iPhone have a file manager (which I use almost daily for school and to import Youtube videos to my phone (without iTunes lol). This type of stuff is why I stick to Android.

posted on 12 Jun 2012, 12:35 1

39. taco50 (banned) (Posts: 5506; Member since: 08 Oct 2009)


Those are your preferences. Doesn't make people who prefer Apple sheep.

posted on 12 Jun 2012, 15:54 1

45. tedkord (Posts: 5261; Member since: 17 Jun 2009)


No, preferring Apple doesn't make one a sheep. I personally am friends with several Apple users who aren't sheep.

Claiming Android is a copy of iOS makes one a sheep. Claiming that new features that Android has had for years are innovative makes one a sheep. Standing in line overnight on release day, and already knowing that you're buying the next iPhone after it makes one a sheep.

posted on 12 Jun 2012, 12:57 1

40. jellytime (Posts: 135; Member since: 05 Dec 2011)


Yep Android owners all hate "Appke".
The thing I hate about this is that it's being praised as the "Facebook phone" because it just got these features while other operating systems already have had them months even years ago.

Apple makes great products but every time they release something new it's getting praised as the first or the best while maybe the others already had them and are maybe even better.

A while back I talked to a guy which told me that the notification bar/center of my android phone was copied by apple Iphones notification bar/center -_-

And no the Iphone wont wipe the floor with android because
both os have their advantages and disadvantages and while Iphone is getting better android also is.

posted on 13 Jun 2012, 02:06

52. frydaexiii (Posts: 1239; Member since: 01 Dec 2011)


Really? Since Steve Jobs passing, it's been failure after failure at Apple.

First the 4S, then iOS 5, which was basically Android 1.6 Donut, then the new iPad and now iOS 6 which is just Froyo with less freedom.

You really want to add a 5th to that streak?

posted on 12 Jun 2012, 12:59 1

43. good2great (Posts: 1040; Member since: 22 Feb 2012)


i agree gallitoking and taco...

iOS users will be very happy with these new features...

especially the ones who are purchasing the new macbook pro...

android users just need to calm down and understand that its not about copying but bringing features to its OS that was never there before... and the cool thing about it... its butter smooth and seems to work flawlessly from what we seen in the demos.

i would say the whole "copy war" would make since if android/apple has patents that are infringed upon... then, it would be accurate to call some one a copy cat.

but Taco, let them have fun with the articles... they have a point and are absolutely correct... according to what android already has it does seem that apple is just now trying to catch up.

posted on 12 Jun 2012, 12:58

42. maryaaadil (Posts: 146; Member since: 07 Apr 2012)


Lets see what WP8 can do. WP7.5 was a good upgrade but not a cool OS. I think it will be better than ios6 but in the end,
"Simply" Android rocks...........................

posted on 12 Jun 2012, 15:20

44. richardyarrell2011 (banned) (Posts: 510; Member since: 16 Mar 2011)


As usual this is NOTHING more than a JOKE. Iphone 4/4s/5 won't be anything special regardless of facebook integration. This is nothing more than incremental updates to a STALE operating system. Matter of fact IOS in general is just plain STALE.

posted on 12 Jun 2012, 16:59 1

48. gallitoking (Posts: 4690; Member since: 17 May 2011)


yup you are right so stale that thewhole nation will be watching come launch day and the preorders will break any thing SGSIII makes... stale.. yes.. for a "stale" OS they are doing aight

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