Apple

Apple’s Special Event today went largely as expected. That said, the announcements made were still incrementally positive to the story. Here are our takeaways: We estimate that the products announced today account for about 8% of Apple’s total revenue in FY18…

We believe an upcoming paradigm shift in investing in Apple will move shares meaningfully higher over the next two years. Apple reports Sep-18 results on Thursday, November 1st. This quarter’s numbers could serve as validation for 3 of the 4 pillars of this…

The prevailing narrative surrounding the new iPhone XR is that it’s a disappointment. A second class device that will never live up to the iPhone XS. Despite short launch day lines, we think that narrative is pure fiction. iPhone XR…

Apple began taking preorders for the iPhone Xr on Friday at 3 a.m. ET. Between then and noon ET, we measured online lead times for delivery 9 times. The following are our takeaways: We were surprised to see that lead…

Loup Ventures went phoneless last week. That is, some of the Loup team turned off our iPhones for a full week and only used Apple Watches for connectivity. It was freeing. And frustrating. Tech addiction is something we’re spending a…

Over a seven-day period last week, the Loup Ventures team decided to go phoneless. We used only a cellular Apple Watch S4 and left our iPhones turned off. Apple Watch is the most viable (and most expensive) wearable available today…

Apple announced (October 18th) a special event in Brooklyn on October 30th. This is the fifth time in seven years that Apple has hosted two fall product events. Typically, the second event is less impactful than the September iPhone launch. That said, the…

CNBC reported that Apple plans to give away some of its forthcoming original video content to Apple device owners as a part of a new digital TV strategy (likely starting in Mid 2019). We can not confirm if this is,…

If you haven’t downloaded Apple’s new Shortcuts app, you should. Apple has long been criticized for software that limits the power of the user to tweak and customize. Before there was an App Store, or even customizable wallpaper, the iPhone…

Smartphones have made us superhuman by bestowing on us the intelligence of the world’s information at our fingertips persistently; however, few would disagree that our omnipresent devices also create undesirable outcomes. We spend so much time on our phones that…

The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces, to highlight specific companies in…

Apple’s ability to promote its own services like Apple Music, iCloud, and Apple Pay represents a meaningful competitive advantage. We looked at the three major music streaming services (Spotify, Apple Music, and Pandora) to quantify how iOS ownership impacts paid…