Wall Street analysts weigh in on iOS 6

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.

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

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54 Comments

1. iamcc

Posts: 1319; Member since: Oct 07, 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...

2. XiphiasGladius

Posts: 813; Member since: Aug 21, 2011

I think that feature is already a fossil. . .

3. iamcc

Posts: 1319; Member since: Oct 07, 2011

No. It's revolutionary. Maybe even... MAGICAL!!!

41. ieronz

Posts: 9; Member since: Jun 12, 2012

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

50. BattleBrat

Posts: 1476; Member since: Oct 26, 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)

5. jmoita2

Posts: 930; Member since: Dec 23, 2011

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

22. bayusuputra

Posts: 963; Member since: Feb 12, 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..

7. remixfa

Posts: 14605; Member since: Dec 19, 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.

8. iamcc

Posts: 1319; Member since: Oct 07, 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.

26. XiphiasGladius

Posts: 813; Member since: Aug 21, 2011

And Patent it maybe!

29. Non_Sequitur

Posts: 1111; Member since: Mar 16, 2012

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

32. iamcc

Posts: 1319; Member since: Oct 07, 2011

lmfao

36. vslayer

Posts: 34; Member since: Dec 12, 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

37. vslayer

Posts: 34; Member since: Dec 12, 2011

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

47. Lucas777

Posts: 2137; Member since: Jan 06, 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?

54. PhoneLuver

Posts: 481; Member since: Jul 05, 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.

38. vslayer

Posts: 34; Member since: Dec 12, 2011

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

53. frydaexiii

Posts: 1476; Member since: Dec 01, 2011

Android user already taken FB integration for granted...

4. PapaSmurf

Posts: 10457; Member since: May 14, 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.

9. destr0y3r

Posts: 33; Member since: Jun 12, 2012

yeah right, it was shipped in those phones as bloatware

13. iamcc

Posts: 1319; Member since: Oct 07, 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!

23. bayusuputra

Posts: 963; Member since: Feb 12, 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..

35. EclipseGSX

Posts: 1776; Member since: Oct 18, 2011

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

17. TheRetroReplay

Posts: 256; Member since: Mar 20, 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.

28. Non_Sequitur

Posts: 1111; Member since: Mar 16, 2012

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

6. tward291

Posts: 559; Member since: Feb 14, 2012

mt question is were is nfc support

10. Sackboy117

Posts: 178; Member since: Oct 17, 2011

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

19. tward291

Posts: 559; Member since: Feb 14, 2012

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

24. bayusuputra

Posts: 963; Member since: Feb 12, 2012

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

25. TheRetroReplay

Posts: 256; Member since: Mar 20, 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

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