Apple

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…

Gene’s joined by Mark Zgutowicz from Rosenblatt Securities to discuss the top three video streaming services and what they need to do to stay relevant. 

Gene and Andrew discuss the timing of Apple’s mixed reality headset and lean on pattern recognition to predict when the product is launched.

There’s a long shot Apple previews a mixed reality (MR) headset at WWDC next week. Whether or not it’s previewed doesn’t change the high probability that Apple will eventually launch an MR and AR headset. Today, AR/MR headset adoption is so…

Apple’s annual Worldwide Developers Conference (WWDC) will take place June 7-11. The event is a time for the company to preview its software updates to developers, alongside the occasional hardware update. Below we’ve outlined what we expect Apple to announce…

Gene and Andrew discusses what Amazon’s planned acquisition of MGM means for the company, along with the broader streaming race among big tech.

The podcast medium is massive, with about 40% of Americans age 12 and older listening to podcasts monthly. Apple made a brief yet important announcement related to its podcast offering at its Spring Loaded event in April: a global podcast…

Apple and Epic Games (creator of Fortnite) are in the third week of their bench trial with Judge Yvonne Gonzalez Rogers, the culmination of a feud between the two companies regarding App Store take rates and in-app purchases (IAP). As…

About a year ago, Apple announced its Spatial Audio format, which is similar to Dolby Atmos and Sony’s 3D audio. All three approaches offer a more immersive listening experience compared to surround sound, allowing artists to mix music so the…