Apple Analyst Ives Sees 'Large M&A' Coming Over Next Six Months

The transcript discusses Apple's stock outlook, dividend increase, and capital deployment. It explores the potential privatization of Apple and future M&A activities, particularly in content. The performance of iPhones in China is analyzed, highlighting price cuts and sales expectations. The services business is emphasized as a key valuation component, with comparisons to AWS. The potential for services to become a significant revenue stream is discussed, along with the idea of spinning off services like AWS.

What is one of the key strategies Apple is using to manage its stock performance?

• Reducing dividend payouts

• Massive stock buybacks

• Increasing product prices

• Expanding retail stores

What factor is crucial for Apple's growth in the Chinese market?

• Price cuts on iPhones

• Increasing advertising

• Launching new products

• Opening new stores

How is Apple's services business compared to Amazon's AWS?

• It is more profitable

• It is less significant

• It is in the early stages of growth

• It has a larger market share

What percentage of Apple's business is expected to be from services in the future?

• 10-15%

• 55-60%

• 70-75%

• 25-30%

What is the estimated standalone valuation of Apple's services business?

• $250 billion

• $100 billion

• $600 billion

• $450 billion