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Apple - medium term outlook - Global Thematic Research

Apple - medium term outlook - Global Thematic Research

Summary

Apple’s “monster announcements” were greeted with a 2% fall in the share price. The iPhone accounted for two thirds of Apple’s revenues in its most recent quarter, 35% higher than a year earlier.
The iPhone is at the core of Apple’s ecosystem. This ecosystem remains best in class relative to its peers in terms of profitability and customer satisfaction. Apple sends software upgrades directly to customers, ensuring that over 70% of Apple devices carry the latest software, compared to less than 15% of Android devices.
Until Google takes control of its mobile operating system, we believe the user experience on Apple will remain superior, causing Apple to continue gaining market share.

Inside this report we look at the products of Apple and its ranking and valuations.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
About our Thematic Research Ecosystem
GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons To Buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.