Apple

Yesterday, Google released eight devices that all screamed a single message – Google’s hardware ambitions are both serious and AI-centric. Google is doubling down on hardware, as a means to democratize the use of AI. The company has recently poured…

Our checks of 190 Apple Stores in the U.S. show that 61% of iPhone 8 SKUs were in stock (54% iPhone 8 and 68% iPhone 8 Plus) compared to a year ago when we measured 20% of iPhone 7 SKUs…

Since the launch of iOS 11, we’ve been testing popular AR apps available on the App Store. We’ve had fun, and found some useful new tools, but it doesn’t seem like we’ve unlocked the true utility of AR – yet.

With the smart speaker market still comfortably in its youth, and voice as a computing interface just beginning to take hold, no one is sure what the best use cases for the technology are, or what the device that best…

Intent to upgrade survey shows promise for the iPhone X, and higher ASPs. In addition to surveying consumers in launch lines, we surveyed a broader base of 511 consumers this week regarding their intent to purchase the upcoming iPhones. We…

Short line at the Apple Uptown Store in Minneapolis, MN on launch day at 11am. Lines for Apple products are short, as expected. This year’s iPhone 8 launch line at Apple’s flagship 5th Avenue store in NYC was 275 people vs…

Survey suggests better than expected demand for iPhone X and iPhone 8, but lines will be shorter tomorrow.  This week we surveyed 388 consumers in the U.S. across all demographics and found that of those planning to buy an iPhone…

Friday morning (Sep 15) Apple started taking pre-orders for the iPhone 8 and 8 Plus. At around 11AM ET we spot checked availability of those phones in the U.S. At the time, Apple was quoting 1-2 week lead times for…

Following Apple’s product event yesterday, we have updated our AAPL financial model, which can be viewed here. iPhone X Delayed, ~10M Units Pushed Out; Full Year Units Unchanged iPhone X will ship on November 3rd, which is roughly six weeks…

Apple introduced iPhone X as the future of the smartphone; and for good reason. The iPhone X has advanced 3D-sensing, display, camera, and augmented reality technologies that have never been available in consumer devices. These technologies solidify the platform on…

Late on Fri. night, the iOS 11 GM (golden master) software build was leaked to two Apple rumor sites, confirming several new Apple products: iPhone 8 and iPhone 8 Plus: Updated versions of Apple’s 4.7″ and 5.5″ iPhones with LCD…

Special thanks to Austin Bohlig for his work on this note.  We have updated comments regarding the upcoming iPhone launch following Finisar’s (FNSR) FQ1 earnings results, which we believe is one of Apple’s VCSEL array suppliers. Vertical-cavity surface-emitting lasers (VCSEL) are…