Apple

Gene outlines why speed was not the most important takeaway from today’s event and why Apple is best positioned to capitalize on 5G in the long run.

Gene and Andrew talk about what to look for from the company’s anticipated 5G iPhone 12 lineup, including a smaller form factor iPhone 12 mini.

At its upcoming ‘Hi, Speed’ event on October 13, Apple is expected to unveil its first lineup of 5G iPhones. As the company continues to grow its Services segment, the iPhone remains key to Apple’s success, accounting for around half…

Once again, Apple showed that it can execute product rollouts with excellence despite the pandemic. One of our key takeaways from the event is the company’s ability to segment product lines and motivate consumers to reach for higher-priced products. We…

Today’s virtual event showed that Apple continues to execute design and product rollout with excellence despite the pandemic. As outlined by Tim Cook’s comments, today’s announcements are representative of Apple’s mission of “making the world’s best products and enriching people’s…

Apple will host a virtual event on Sept. 15. We expect the company to launch a new Apple Watch and the next generation iPad Air. Next month, the company will likely host a second event to unveil their lineup of 5G…

Gene and Andrew discuss the new digital transformation and why it could expand Apple’s multiple to 35x. Applying this multiple to our 2022 earnings estimate yields about a $200 share price and a staggering $3.4 trillion market cap. Loup TV…

At the upcoming fall iPhone event, Apple is expected to announce service bundles which will include combinations of Apple Music, Apple TV+, Apple News+, and iCloud. The company’s ability to promote its own services within its existing hardware-software ecosystem represents…

To some, the move in shares of AAPL over the past four months (+85%) may appear unsustainable. While there will undoubtedly be price fluctuations in the near term, we believe there is 50%+ upside to AAPL shares over the next…

The dispute between Epic Games and Apple over App Store policies continues to grow more complex. Doug and Gene discuss the dispute’s three central questions and conclude that a resolution is likely years away. Loup TV is a series of…

Apple’s market cap hit $2 trillion. The milestone is an opportunity for us to look back and look forward. The company has executed beyond our wildest dreams when we started covering Apple in 2004. More importantly, we believe the company’s…

Epic Games has filed a lawsuit against Apple over its App Store policies. Doug and Gene discuss the central topic of the US government regulating profitability for app platform providers. Loup TV is a new series of short videos that…