Apple

Apple’s battle with regulators took a twist today with the company’s introduction of the App Store Small Business Program, which lowers the App Store’s take rate for developers earning less than $1 million in App Store revenue per year from…

Gene and Andrew discuss their initial reaction to iPhone 12 mini and making the jump to the smaller form factor. They conclude that with or without the mini, the new lineup is well-positioned for the next year.

Gene and Andrew discovered a case study in aspirational marketing: Apple’s recent Mac event.

Gene and Andrew discuss the new Mac user experience, along with an intangible only Apple can do: streamlining the buying and selling experience.

At its third product event this year, Apple announced Apple silicon is available for the first time in three of the company’s seven Mac products, replacing Intel chips. A more critical observer may view the announcements as mere speed bumps…

At 8:00 AM ET today, Apple began taking pre-orders for iPhone 12 Mini and Pro Max. This is three weeks after pre-orders began for iPhone 12 and iPhone 12 Pro. Bottom line: Lead time changes throughout the morning for iPhone…

Gene and Andrew talk about the pros and cons related to iPhone 12 options along with the improved cost and manufacturing efficiencies.

Our fourth annual Apple Pay availability study is complete. We found 20% plus increased adoption from banks and top retailers across desktop sites, mobile web, and apps. These growth rates, off an increasingly bigger base, suggest Apple Pay is becoming…

Gene talks about why the iPhone miss was not a miss, along with the view that Apple is stepping into a new multiyear growth curve.

Apple shares traded down 4% after hours, giving up gains on the day, as investors misinterpreted the company reporting iPhone revenue below expectations, along with a perceived lack of visibility for the December quarter. Adjusting for iPhone timing and Apple’s…

The Messages app on iOS doesn’t get the credit it deserves. We’ve seen two opposing views of the platform: one side is negative, viewing messaging as a commodity, the other side is positive, viewing iOS’s “blue bubble” (iMessages) as an…

Gene expects a top line miss due to iPhone 12 shifting into the December quarter. That said, the takeaway is positive because the underlying business remains healthy and iPhone 12 is off to a good start.