Apple

Gene & Andrew discuss how the latest changes in App Store policies keep the company ahead of regulators, and why the cat and mouse game will continue.

For the second time in ten months Apple has refined its App Store rules, now allowing app developers to communicate with customers outside of the App Store (primarily through email) to inform them how they can make purchases outside of…

Enjoy is a pure play on experiential commerce at home. The company partners with premium brands, including Apple, to offer a high-touch retail experience in-the-home at no cost to the consumer. Enjoy expects to go public via a Marquee Raine…

Talk of Big Tech regulation has been a consistent theme over the past three years, and we heard more of it this week. A group of US senators introduced legislation (Open App Markets Act) that would require broad changes to…

June quarter earnings for big tech shared a common theme, debating the giants’ sustainable revenue growth rates. Facebook and Amazon shared the most on the topic of modeling growth rates exiting the pandemic, both pointing to the back half of…

Gene and Doug discuss paths forward for Apple’s health initiatives and conclude the first step is to solve for data integrity and data privacy.

Doug, Gene, and Andrew process an eventful earnings week and conclude that we’re still going to be dependent on Big Tech.

We’ve watched Apple report more than 70 quarters, and it hasn’t gotten old yet. The quarterly tradition is an opportunity for investors to check in on Apple’s progress toward maximizing what we call digital leverage: the simultaneous increase in value…

Apple will report June quarter results on Tuesday, July 27th. We expect fractional upside to June consensus revenue growth estimates of 23% y/y and EPS of $1.01. The numbers will continue to have noise given that comps are the most…

Demand for Mac and iPad over the past 12 months has been strong, propelled by the digital transformation and work- and learn-from-anywhere tailwind. On Apple’s March earnings call, management guided to a $3-4B combined headwind for these two segments in…

The Wall Street Journal reported that Apple has an internal project codenamed “Casper,” which has explored the possibility of creating an Apple primary care network. A primary care network is a group of doctors and clinics that focus on delivering basic medical…

For some watchers, WWDC’s keynote may have been viewed as a sleeper, given there were no new announcements that will directly impact revenue. This was generally expected, given the event is focused on developers and adding new features to tighten…