Traditional September Apple Keynote is behind us and analysts are already publishing their first reports on how the entire event and the presented products and services affected them. The reactions are mostly positive – experts give a good assessment of the pricing policy Appand the launch of new services.
JP Morgan: Slight disappointment and positive valuation
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JP Morgan has marked this year's Keynote very positive, and pointed out in particular the relatively low price of the iPhone 11 compared to last year's iPhonem XR, which will certainly play a positive role in the entry of this model into the market. According to JP Morgan, the features of the presented models fully met all expectations. Analysts also positively assessed the amount of the monthly subscription for the service Apple TV+. According to JP Morgan, the amount of $4,99 is very attractive compared to the competition. JP Morgan also positively evaluates the decision Appadd to customers' newly purchased Apple products an annual subscription to its new streaming service. Apple Watch SeOn the other hand, experts from JP Morgan described the ries 5 as a "slight disappointment", especially because "only" the display and material processing of the watch have seen significant changes. Price reduction Apple Watch Series 3 is considered a strategic move by the agency.
Cowen: Services first
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Experts from Cowen pointed out that the most significant elements of this year's Keynote were not newly released iPhones, but mainly the services that Apple began to offer. Nice price for Apple TV+i Apple Arcade could bring the company a very satisfying profit, according to Cowen. The subscription price for the service Apple TV+ Cowen calls it "much more attractive than expected," free annual subscription for customers who purchase new hardware from Applu, may in turn act as a catalyst for demand for products, according to experts. The price of $4,99 for a hundred starting titles on the service Apple Arcade Cowen experts describe it as a "more compelling offer than most (casual) gamers expected" As for the new iPhones, according to Cowen, this year's generation met all expectations, and the price of the iPhone 11 was also positively evaluated, which has the potential to start promising demand. However, Cowen experts also expressed concerns that a significant price reduction for older models would not attract potential buyers from the new products. According to Cowen, the triple rear camera indicates that it wants to Apple focus more on perfecting photo enhancement software.
Rosenblatt Securities: iPhone XR is still attractive
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According to Rosenblatt Securities, the release of all three new models at once could have a positive impact on sales in the third quarter of this year. These should be estimated to be around 60 to 65 million units for the second half of this year. However, experts from Rosenblatt Securities say that they are rather cautious about sales of the new iPhones and have lower expectations. According to Rosenblatt Securities, last year's iPhone XR has become even more attractive after the price reduction. The subscription fee for Apple TV+ Rosenblatt Securities rates it as pleasant, but the company doesn't have too much confidence in the immediate impact of the service.
