Apple

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…

Apple’s WWDC20 event featured the typical annual software updates, disappointingly in-line with expectations. A closer look, however, makes it clear that the company is advancing capabilities within its ecosystem that only Apple can do. Apple is expanding the depth and…

Apple has risen to the challenge of COVID-19 making WWDC 2020, which kicks off on Mon. June 22, entirely virtual and entirely free. Now, the company has an even more profound opportunity to double down on inclusivity. In our view,…

While interpreting lead times is not a science, it still provides useful insights. We’ve been tracking lead times of iPhones and AirPods in 13 countries since mid-February 2020. As of mid-June, Apple’s supply chain and production appears to have returned…

We expect it to take wireless carriers another two to three years to build out 5G coverage. At that point, Apple is set to capitalize on a massive wave of 5G-related tech spending. In our view, Apple is the best…

Apple TV+ has fallen under most investors’ radar, but that should change starting late next year. We expect Apple TV+ to have a measurable impact on FY22 net income growth This November marks the one-year anniversary of Apple TV+. Apple…