Apple

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.

Estimating iPhone demand throughout the year has stages, with each building on the previous. The first stage is the pre-orders, in which we track two factors: intent-to-buy, along with iPhone delivery lead times. This week, we found positive indications on…

Gene and Doug discuss the DOJ’s objection to Google’s aggressive spending on traffic acquisition, the impact to Apple, and why this lawsuit may prove to be a long-term benefit to Google.

At 8:00 AM ET today, Apple began taking pre-orders for iPhone 12 and iPhone 12 Pro. Over the past three years, we have observed pre-order lead times shorten. For example, two years ago in September of 2018, by 10:00 AM…

It’s been a long road for Augmented Reality (AR). In the summer of 2017, Tim Cook predicted that AR “is one of those huge things that we’ll look back at and marvel.” For the casual observer, AR has fallen short of that target.…

Apple released its first lineup of 5G-enabled phones at its “Hi, Speed” event. Following the presentation, shares of AAPL traded down about 2.5%, given the announcements were in line with expectations. Despite the move, we view today’s announcements as an…