Apple

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…

Apple shares have drifted lower following its record March quarter in which the company grew revenue 54% and delivered one of the best quarter beats in recent memory. Setting aside the current rotation out of tech, the key question exiting…

Every 25 years there’s a paradigm shift in retail. The last was ecommerce in 2000, preceded by bigbox retailers in the 80s, and shopping malls in the 50s. We believe retail is on the cusp of its next paradigm shift:…

Apple reported March quarter results with revenue 16% above the Street. While growth rates will fluctuate, Apple will remain a growth story for the foreseeable future. The company will benefit from a multiyear 5G cycle, an accelerating digital transformation driving…

Apple will report March quarter results on Wednesday, April 28th. We expect fractional upside to March consensus revenue growth estimates of 31% y/y. The numbers will continue to have noise for three reasons: favorable comps, some iPhone demand was not…

At long last, Apple unveiled AirTags at its Spring Loaded event. AirTags are small attachable Bluetooth devices that help keep track of items. We believe AirTags have the potential to be a sleeper hit with consumers and surprise investors over…

Gene, Doug, and Andrew debate the Apple vs. Epic bench trial that begins on May 3rd, and make predictions on the winner, along with the potential impact on AAPL shares. Disclaimer

We discuss Apple’s move to launch a podcast marketplace, which will allow creators to monetize their audience in new ways.

Gene and Andrew discuss the second part of Loup’s rethinking ecommerce series, highlighting the two strategies successful retailers focus on: convenience or the experiential.

Gene and Andrew break down Apple’s Spring Loaded event, which included a refresh of the iMac lineup and arrival of the long-awaited AirTags.