Apple

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…

Epic Games has filed a lawsuit against Apple over its App Store policies. Alongside the lawsuit, the company released a video on YouTube and inside of Fortnite titled “Nineteen Eighty-Fortnite” where they call their users to action to “stop 2020…

Bloomberg reported that Apple will announce three monthly service bundles that will include variations of Apple Music, Apple TV+, Apple News +, and iCloud sometime in October. Separately, the report indicated a new Apple fitness service will be revealed this…

Apple made it official: they have no plans to pursue a deal with TikTok. In our first episode of Loup TV, Doug and Gene discuss whether or not Apple should in fact pursue acquiring TikTok. Loup TV is a new…

We were expecting the Apple’s June quarter numbers to be noisy, magnified by the pandemic. We were wrong. Apple’s June quarter results clearly outpaced expectations on iPhone, Mac, and iPad (67% of revenue). The numbers reveal a company that is…

Today, CEOs from Amazon, Apple, Facebook, and Google spent five hours testifying virtually before the House Judiciary Antitrust Subcommittee. Executives faced questions related to the power their companies have over a wide array of issues including fair competition, the digital…

Apple will report June quarter results on Thursday, July 30th. The June quarter will be messy for all companies, including Apple, with revenue and earnings likely down around 10% y/y. While the numbers will be noisy—magnified by the fact that…

We publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2020 are tracking: 1. Apple will be the best performing FAANG stock in 2020 (by Gene Munster) Mid-year…