Apple Watch kan bli et attraktivt tilbehør for veldig fornøyde kunder

Apples produktlansering ble sentrert rundt selskapets nye klokke og viste frem innovasjoner i både hardware (ny MacBook) og tjenester (Apple Pay, ResearchKit), men bød på, etter vårt syn, få overraskelser fra de allerede spekulerte egenskapene og prising.

Brian Colello, CPA 10.03.2015 | 8:34

We think the most important takeaway from the event is Apple's 99% customer satisfaction rate for the iPhone 6 and 6 Plus, as the iPhone remains the far more important, and lucrative, device in Apple's expanding product portfolio. We continue to view Apple Watch as a product category that will drive incremental revenue for Apple, but more important, will offer especially strong stickiness to the iOS ecosystem that will enable Apple to make repeat sales of high-margin iPhones to these customers over time. We will incorporate Apple’s Watch pricing, product segmentation and launch timing into our valuation model, but we do not anticipate a change to our $120 fair value estimate or our narrow moat rating for Apple at this time.

Given our view of the Apple Watch as a

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Om forfatteren

Brian Colello, CPA  er senior aksjeanalytiker hos Morningstar.

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