Apple

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…

As the iPod went mainstream, Apple’s EarPods became a fashion symbol in subways, gyms and on sidewalks around the world. EarPods were a visible sign of Apple’s growing influence in the early 2000s. We even ran an informal survey on…

Conclusion: Apple was the most at-risk large US tech company for reporting a disappointing March quarter due to the company’s hardware businesses and exposure to China. Given these headwinds, reporting 1% revenue growth is a win and is representative of…

First things first. We’re reminded that analyzing the impact of the pandemic on commerce misses a global truth. The true cost is those directly affected by losing loved ones and to a far lesser extent the disruption around our lives.…

The new iPhone SE value proposition will fractionally expand iPhone market share, which has hovered in the high teens for the past four years. More importantly, in the hands of new first-time Apple customers, the company will have new opportunities…

Partly motivated by necessity and partly by conviction, Apple assumed a leadership role early on in the emergence of the COVID-19 crisis. Apple’s response has included, among other things: Retail store closings around the world handled with obvious thought and care…

Today we’re making changes to our Apple model. While the fallout from coronavirus is impossible to estimate, we believe Apple will be well-positioned when we turn the corner. Bottom line: Apple investors should rest easy. As long-term investors, we seek…

The Nikkei Asian Review reported that Apple “is preparing the ground to possibly delay the launch of the first 5G iPhones … with a worst-case of delaying the launch until 2021,” given engineering and supply constraints. We have a different…

It would be easy to get overwhelmed by the fact that everything has changed for a time. But, in an attempt to understand the new trajectory of our world, we resolve to push through and try to separate what we…