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App Store Growth Rebounds in September; Sees Solid iPhone Demand, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2673057343","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673057343?lang=en_us&edition=fundamental","pubTime":"2026-10-06 23:39","pubTimestamp":1791301170,"startTime":"0","endTime":"0","summary":"Apple  could see App Store growth accelerate after September's rebound and Services revenue keep growing, with solid iPhone demand and a below-average valuation outweighing gross margin and supply chain headwinds, UBS said in a note Tuesday.App Store revenue grew 5% in September, lifting fiscal Q4 growth to 2%, or 1% excluding currency effects, with the US down 7% and the rest of the world up 7%, the investment firm said.The September rebound from a flattish August is an incremental positive but too early to extrapolate, with October facing a 180 basis point harder comparison and the first full month of EU App Store changes for a region making up just over 10% of App Store revenue, according to the note.UBS left its Services estimates unchanged but flagged the App Store slowdown as a downside risk, seeing revenue growth of 9.9% in fiscal Q4, below the 10.3% consensus estimate, and 13.0% in fiscal 2026 versus the 13.1% consensus.UBS kept its neutral rating and $296 price target, citing 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Apple License Renewal Require Action From Qualcomm Stock Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=2673708449","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673708449?lang=en_us&edition=fundamental","pubTime":"2026-10-05 12:35","pubTimestamp":1791174911,"startTime":"0","endTime":"0","summary":"QUALCOMM filed a US$4.6025b shelf registration for up to 25,000,000 common shares and earlier renewed its global patent license agreement with Apple, effective from April 1, 2027.\nThe Apple license renewal gives Qualcomm clearer visibility on future licensing inflows from a key customer, which matters for funding choices around the new multi billion dollar equity shelf.\nWe will look at how QUALCOMM's broader investment narrative interacts with the renewed Apple patent deal and future...","market":"nz","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/33493-card/1788985130553","type":0,"news_type":0,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/33493-card/1788985130553"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-qcom/qualcomm/news/should-apple-license-renewal-require-action-from-qualcomm-st","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-qcom/qualcomm/news/should-apple-license-renewal-require-action-from-qualcomm-st","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU2092627202.USD","LU0211328371.USD","SG9999015945.SGD","LU1815336760.USD","LU1261432733.SGD","LU1699723380.USD","LU0061475181.USD","IE00BJJMRY28.SGD","LU0256863811.USD","SG9999014880.SGD","LU2265009873.SGD","LU1815333072.USD","LU0029864427.USD","LU0456855351.SGD","HK0000320223.HKD","BK4141","IE000KEQY171.SGD","LU1934455277.USD","LU2125154778.USD","LU2213496289.HKD","LU2543165471.USD","IE00BBT3K403.USD","LU2083900584.USD","LU0795875169.SGD","LU1244550577.SGD","LU1989764748.USD","LU2108987350.USD","LU0158827948.USD","LU2430703178.SGD","LU0097036916.USD","LU2191332357.HKD","AAPE","LU0162691827.USD","LU0289739343.SGD","LU1868836914.USD","AAPU","LU0238689110.USD","LU1720051108.HKD","IE00B3SWFQ91.USD","LU2125154935.USD","AAPB","LU0353189680.USD","TYLG","LU0080751232.USD","BK4532","LU1119994496.HKD","LU0354030438.USD","LU1551013425.SGD","JGRO","LU1116320901.HKD","LU0143551892.USD","IE00BN8TJ469.HKD","SG9999000418.SGD","IE00BN29S564.USD","IE00BMPRXR70.SGD","LU1989764664.SGD","LU2756315664.SGD","LU1935042215.USD","LU2089284900.SGD","LU0069063385.USD","LU1582986359.USD","LU2168564222.USD","LU0057025933.USD","IE0004086264.USD","IE0000B7K699.USD","LU1232071149.USD","IE00BLSP4452.SGD","BK4501","LU0861579265.USD","BK4579","LU0265550359.USD","IE00BKVL7J92.USD","SG9999014559.SGD","LU0788109477.HKD","LU0795875086.SGD","LU1732799900.SGD","LU1989771016.USD","IE0009356076.USD","LU0965509283.SGD","LU0957791311.USD","QCMD","LU1366192091.USD","LU0170899867.USD","LU0950375773.USD","BK4507","LU0784385840.USD","AAPL","LU0053666078.USD","LU2054465674.USD","LU0949170772.SGD","LU1496350171.SGD","LU0211327993.USD","IE00BJLML261.HKD","LU0353189763.USD","LU0444973449.USD","LU0784384876.USD","BK4588","AAPW","LU2458330243.SGD","LU0820561818.USD","LU0354030511.USD","IE00BQXX3C00.GBP","LU0345768153.USD","LU0056508442.USD","IXN","LU0640476718.USD","IE00B1BXHZ80.USD","LU1989772840.SGD","LU2271345857.HKD","LU0070217475.USD","LU1206712785.SGD","IE000Q6AESB8.SGD","IE00BVYPNP33.GBP","LU0820561909.HKD","LU0868494617.USD","LU0784383803.USD","LU0494093205.USD","SG9999014898.SGD","IE00BKDWB100.SGD","LU0157215616.USD","LU2452424414.USD","HK0000306685.HKD","LU0072461881.USD","IE00BJJMRX11.SGD","LU0979878070.USD","LU1720051017.SGD","LU1823568750.SGD","LU1267930730.SGD","LU0314106906.USD","LU1629891620.HKD","LU0823434583.USD","BK4559","LU0072462426.USD","LU2506952097.USD","LU2100268510.USD","LU0289961442.SGD","LU1400636491.USD","LU1145028129.USD","LU1037948897.HKD","LU1144417596.USD","LU2462591350.SGD","LU2106854487.HKD","LU0077335932.USD","LU1988902786.USD","LU2403377893.USD","LU0256863902.USD","LU2237443465.HKD","LU1066051498.USD","LU2237443978.SGD","IE000WAW04H5.SGD","BK4515","LU0889565833.HKD","LU1127390331.HKD","IE0001KFT4U8.USD","LU2750360997.AUD","LU0048584097.USD","QCMU","IE000W1ABFV2.USD","LU2552382058.USD","LU0726765562.USD","IE000F7OJYX1.SGD","LU1791710582.SGD","SG9999001424.SGD","LU0942090050.USD","LU1069344957.HKD","LU2750360641.GBP","LU2077746001.SGD","LU0323591593.USD","SG9999002224.SGD","HK0000914686.HKD","SG9999018865.SGD","ABFL","LU2247934214.USD","LU0210528500.USD","LU0081259029.USD","LU1935043536.SGD","LU2954938101.SGD","LU0011850046.USD","LU2063271972.USD","LU2746668974.SGD","LU0823417653.USD","LU1642822529.SGD","LU1804176565.USD","BK4566","BK4592","LU1814569148.SGD","LU3102509885.SGD","LU0949170426.SGD","FTEC","LU0124676726.USD","LU1064131342.USD","LU2462157665.USD","LU2471134796.USD","BK4505","LU2361045086.USD","SGXZ80539844.SGD","IE00B19Z3B42.SGD","LU0823421333.USD","LU0719512351.SGD","LU0868494708.USD","IE0005OL40V9.USD","LU0476273544.USD","LU2092937148.SGD","FTXL","LU2065171311.SGD","LU1366333091.USD","LU2420271590.USD","LU2347655156.SGD","IE000YTNTUN2.SGD","IE00BMPRXQ63.HKD","LU0234572021.USD","BK4605","LU2168563687.JPY","IE00B5949003.HKD","LU0345769631.USD","BK4571","SG9999015358.SGD","LU2360032135.SGD","LU1244550494.USD","IE00BWXC8680.SGD","QCOM","LU0208291251.USD","LU22374389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