Apple

Over the past several months we’ve written about a shift in Apple investment thinking to Apple as a Service. To date, the view has been slow to take root as evidenced by AAPL’s recent sell-off due to supply chain concerns.…

Optical products and laser manufacturer II-VI announced on Friday that it will purchase its competitor Finisar for $3.2B. II-VI and Finisar both produce optical communications products sold mainly to telecom companies and datacenters. These two companies are also Apple’s 2nd…

The Street’s obsession over iPhone units has distracted investors from the fundamentals and weighed heavily on AAPL’s multiple. The company’s recent decision to end the reporting of hardware unit numbers should help focus investors on what matters most: revenue and…

A couple weeks ago, Loup Ventures went phoneless. We turned off our iPhones and tested Apple Watches as our only source of connectivity. That experience was both freeing and frustrating. There were times when more connectivity would have been useful,…

Apple reported its results for the Sept. 2018 quarter essentially in line with expectations and gave guidance for Dec. quarter revenue 2% below Street expectations. Shares were down 5% after hours but fell further to ~7% on news that the…

Apple’s Special Event today went largely as expected. That said, the announcements made were still incrementally positive to the story. Here are our takeaways: We estimate that the products announced today account for about 8% of Apple’s total revenue in FY18…

We believe an upcoming paradigm shift in investing in Apple will move shares meaningfully higher over the next two years. Apple reports Sep-18 results on Thursday, November 1st. This quarter’s numbers could serve as validation for 3 of the 4 pillars of this…

The prevailing narrative surrounding the new iPhone XR is that it’s a disappointment. A second class device that will never live up to the iPhone XS. Despite short launch day lines, we think that narrative is pure fiction. iPhone XR…

Apple began taking preorders for the iPhone Xr on Friday at 3 a.m. ET. Between then and noon ET, we measured online lead times for delivery 9 times. The following are our takeaways: We were surprised to see that lead…

Loup Ventures went phoneless last week. That is, some of the Loup team turned off our iPhones for a full week and only used Apple Watches for connectivity. It was freeing. And frustrating. Tech addiction is something we’re spending a…

Over a seven-day period last week, the Loup Ventures team decided to go phoneless. We used only a cellular Apple Watch S4 and left our iPhones turned off. Apple Watch is the most viable (and most expensive) wearable available today…

Apple announced (October 18th) a special event in Brooklyn on October 30th. This is the fifth time in seven years that Apple has hosted two fall product events. Typically, the second event is less impactful than the September iPhone launch. That said, the…