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Apple
Andrew Murphy
Make Someone’s Holiday
As one of the world’s leading enablers of technology addiction, Apple also walks the fine line of helping to curb it. Features like Screen time, Downtime, Quiet Hours, App Limits, and Do Not Disturb represent Apple’s efforts to equip customers…
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Apple
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Tech Addiction
Loup Ventures
2019 Loup Ventures Holiday Gift Guide
Ember Mug | $99 | Keep your coffee warm – solve a 500-year-old problem. Byta Bottle | $31 | Our favorite water bottle; and a small way to combat the problem with recycling. Nike Epic React Flyknit 2 | $99 | Loup…
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Apple
,
Gaming
,
iRobot
,
Meta
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Microsoft
,
Retail
,
Robotics
,
Tesla
,
Virtual Reality
Andrew Murphy
AirPods Pro, Hearables, and the Future of Audio AR
We’ve written before about our thoughts on AirPods and “hearables” — ear-worn wearables for audio augmented reality: We believe audio as a UI is a key enabler of AR technology. AirPods may not be perfect, but they’ll get better, smarter,…
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Apple
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Augmented Reality
,
Wearables
Gene Munster, Will Thompson
iPhone Road to Recovery Continues Boosted by Wearables and Services
Apple reported September results slightly ahead of expectations and effectively guided Dec-19 revenue 2% above the Street. These results continue to be impressive for the second straight quarter, given the company’s China, macroeconomic, and competitive headwinds. Similar to last quarter,…
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Apple
Gene Munster, Will Thompson
AirPods Pro Evidence of Apple’s Grander Vision for Wearables
Apple’s release of AirPods Pro signals the company’s grander ambitions for the AirPods family, beyond maintaining its position as the best-selling Bluetooth headset. AirPods Pro “transparency mode” adds to features like “Hey Siri” and “magic” device pairing to create a…
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Apple
,
Wearables
Gene Munster, Will Thompson
The Foundational Apple Wearables Model
For the first time, we’re publishing our Apple Wearables, Home, and Accessories model. This category includes two signature products, Apple Watch and AirPods. While Apple does not report details on those segments, the company has made 22 unique comments since…
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Apple
Gene Munster, Will Thompson
Retailer Adoption of Apple Pay Quickens
We recently completed our third annual Apple Pay merchant adoption check. This involves checking the desktop websites, mobile websites, and iOS apps of a cohort of 100 of the top US online retailers for the ability to use Apple Pay…
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Apple
Gene Munster, Will Thompson
iPhone Launch Day Line Survey: Cycle Off to a Solid Start
Our annual iPhone launch day line surveys revealed a surprisingly high number of people waiting for a new phone and a directional positive related to the percentage of people opting for the more expensive Pro models. Much of the observation…
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Apple
Gene Munster, Will Thompson
Apple Event: Proliferating Arguably the World’s Best Consumer Tech
Taking a step back, today’s announcements from Apple’s special event are further evidence that the company continues to make arguably the best consumer tech products in the world from hardware to software, and the integration therein. At the end of…
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Apple
Gene Munster, Zheng Li
Huawei’s Pain is Apple’s & Samsung’s Gain
Shares of AAPL have rebounded since US-China trade talks caused a slide in early August, but we believe shares would be trading higher if not for the ongoing tariff disputes. The recently announced October meetings are a step in the…
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Apple
Gene Munster, Will Thompson
Apple Card: The Next Step in a Digital Wallet
Among Apple’s recent additions to their Services portfolio, Apple Card stands out as a significant departure from Apple’s core offerings. However, after two weeks of use and further reflection, the Apple Card seems like a natural extension of the ecosystem…
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Apple
Gene Munster
Unlikely Apple Wearables Will Be Tariffed Without an Offset
On September 1st U.S. collections of a 15% tariff will begin on $125 billion of targeted goods (smartwatches, bluetooth headphones, flat-panel televisions, and many types of footwear) from China. While Apple’s wearables segment is within the targeted tranche, we believe…
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Apple
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