Apple

Our annual iPhone launch day line surveys revealed a surprisingly high number of people waiting for a new phone and a directional positive related to the percentage of people opting for the more expensive Pro models. Much of the observation…

Taking a step back, today’s announcements from Apple’s special event are further evidence that the company continues to make arguably the best consumer tech products in the world from hardware to software, and the integration therein. At the end of…

Shares of AAPL have rebounded since US-China trade talks caused a slide in early August, but we believe shares would be trading higher if not for the ongoing tariff disputes. The recently announced October meetings are a step in the…

Among Apple’s recent additions to their Services portfolio, Apple Card stands out as a significant departure from Apple’s core offerings. However, after two weeks of use and further reflection, the Apple Card seems like a natural extension of the ecosystem…

On September 1st U.S. collections of a 15% tariff will begin on $125 billion of targeted goods (smartwatches, bluetooth headphones, flat-panel televisions, and many types of footwear) from China. While Apple’s wearables segment is within the targeted tranche, we believe…

We recently asked the leading digital assistants, Google Assistant, Siri, and Alexa, 800 questions each. Google Assistant was able to correctly answer 93% of them vs. Siri at 83% and Alexa at 80%. Each platform saw improvements across the board…

Apple reported June quarter results essentially in line with expectations and guided Sep-19 revenue about 5% ahead of the Street. These results and guidance are impressive given the company’s China, macroeconomic, and competitive headwinds. This quarter is evidence that Apple’s…

Apple reports Tuesday, July 30th. Investors view the Jun-19 quarter as marking time to a 5G iPhone, which will likely be announced in the fall of 2020 and separately a read on the impact of the China trade dispute. While…

Apple is buying Intel’s smartphone modem business for $1 billion. This move has been anticipated for the past couple of months and is significant for four reasons: This is another example of Apple wanting to own the technology behind the…

Apple will be the best performing FAANG stock in 2019 As of the close on July 2nd, Apple is up 29%, Google 6%, Facebook 43%, Amazon 26%, and Netflix 41%. Apple sits in the middle of the pack, but we…

A year ago, we announced our investment in Bumblebee Spaces, a company that is creating a new way to live by unlocking the third dimension in your living space. Bumblebee hopes to alleviate escalating housing costs and rapid urbanization by…

The news of Jony Ive leaving Apple came as no surprise, as he has been less involved in products over the past four years. Given Ive’s iconic contribution to Apple’s success, the takeaway from yesterday’s announcement has been largely overlooked.…