Apple

We believe the accelerating digital transformation will continue to drive Mac growth rates higher, and the segment will exceed investors’ expectations in 2022. Mac accounts for about 12% of Apple’s overall revenue and was essentially flat in the five years…

Gene and Andrew outline Apple retail changes over the past year and how it will evolve in the years to come.

Despite compounding challenges amid the Covid-19 pandemic, Apple is benefitting from the accelerating digital transformation. We rely on Apple products like never before; however, it has never been more challenging for Apple customers to discover, purchase, and set up Apple…

Annual shareholder events tend to be uneventful, with the exception of the Q&A session. This year, Apple fielded 17 questions, six of which we deemed noteworthy. The bottom line is the company remains in a favorable position to continue to…

Gene and Andrew discuss the Apple-Epic battle over App Store take rates and conclude the outcome is likely in Congress’ hands, which may take years to resolve.

As investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…

Gene is joined by BreezoMeter founder Ran Korber to talk about real-time air quality data inside the Apple Weather app, and expanding the platform to capture more environmental data.

Andrew and Gene discuss Apple’s mixed reality headset ambitions, as reported by The Information.

Gene and Doug talk about why upcoming changes to iOS have added tension to the Apple and Facebook relationship and what it means long term.

Andrew and Gene talk Apple’s quarterly earnings results, the accelerating digital transformation, and why Apple will continue to benefit long-term.

Apple reported December quarter results above Street expectations, with overall revenue up 21% compared to Street expectations of 12%. There’s evidence of this accelerating digital transformation in the fact that the upside was driven by nearly every product category (Mac…

Apple will report December quarter results on Wednesday, January 27th. We expect the December quarter to exceed Street estimates, highlighted with revenue growth of 19% y/y compared to the Street at 12%. While the numbers will have some noise—given the…