Apple

iOS software maker Panic just reminded us how fun technology can be. The company unveiled Playdate ($149) a pocket-sized game console that comes with a “season” of 12 games that arrive weekly. And everyone is talking about it. Playdate is resonating…

Qualcomm has lost a case to the FTC, effectively ruling the company has violated antitrust laws by unlawfully suppressing the market for smartphone chips and using its dominant position to overcharge for patent licensing fees. Qualcomm is appealing the decision.…

The fear of tariffs is leading investors to make false predictions, causing distortion to the financial markets. At best, we’re a month away from an agreement, so speculation is unhealthy. We’re taking the approach of sober analysis based on what…

Today, the Supreme Court ruled 5-4 against Apple, opening the door for a class action lawsuit against Apple related to the App Store. Importantly, the Supreme Court is not ruling that Apple has engaged in anticompetitive behavior. While we believe…

As we continue to investigate the developing trade dispute between the US and China, we have increased confidence that US-based companies, including Apple, have virtually no risk related to the potential tariff increases. Some more thoughts on this developing story:…

It is widely expected that the upcoming $325B in tariffs on goods imported from China will impact Apple products. We have a different view. We believe that little is known about the specifics and that ultimately Apple products will be…

Apple reported second-quarter earnings slightly above dampened expectations, indicating stabilization. Here are our takeaways: March results were slightly better than expectations, but most importantly, there weren’t any negative surprises. Guidance was not only 2% better than expected, but it represents…

Apple will report Mar-19 earnings after market close on Tuesday, April 30th. We continue to believe that Apple will be the best performing FAANG stock in 2019. Here are our thoughts going into Tuesday. Bottom line: Strength of Services is…

Bloomberg recently reported that Amazon is planning an Alexa-based rival to Apple’s AirPods in an attempt to get Alexa out of the home and into the world. Thus far, Amazon’s device efforts have been muted because they don’t own an…

Apple’s brand promise is a secret weapon. The company’s brand has long stood for ease of use, quality, attention to detail, and simplicity. Their brand promise, in turn, has always been that “it just works.” Increasingly, Apple’s message focuses on…

At Apple’s “It’s Show Time” event, the company positioned its Services business as a natural extension of their integrated hardware + software ecosystem. Apple put a refreshing bullseye on success for Services: to enrich people’s lives. Each of the services announced…

Tim Cook commented in a recent interview that their impact on health will be “Apple’s greatest contribution to mankind.” While “greatest contribution” doesn’t necessarily mean “biggest business,” it may mean Apple would pursue a path toward improving primary healthcare by…