Apple

This weekend, Loup Ventures purchased two new iPhones (Xs and Max) and an Apple Watch. We found it impressively easy to move data, settings, and passwords to the new devices. The migration uses a combination of iOS, iCloud, and App…

We surveyed 50 customers outside of 5 U.S. Apple stores this morning. Notably, there were 406 people in line at New York’s 5th Avenue store, compared to 821 for the iPhone X and 293 for the iPhone 8. Interest in…

At 3:00 AM ET today, Apple began taking preorders for iPhone Xs, Xs Max, and Apple Watch. Compared to last year’s iPhone X launch, lead times were, on average, 68% shorter for the iPhone Xs, and 43% shorter for the…

Apple continues to push the boundary of consumer tech by refining and improving their products with today’s updates to the iPhone and Apple Watch. These improvements drive customer loyalty that creates revenue predictability and should result in higher ASPs, supporting…

While the Apple event went largely as expected, the new iPhone lineup should provide upside to both iPhone units and ASPs over the next year. Apple, once again, has shown their mastery of pricing tiers, which will extract more revenue per…

We recently surveyed 520 consumers about smart speakers and found that over 45% of respondents own at least one smart speaker. 9% of smart speaker owners surveyed owned more than one. In a similar survey earlier this year, only 27%…

In a Friday filing with the U.S. Trade Representative, Apple outlined how proposed U.S. tariffs on $200 billion of Chinese goods would impact Apple Watch, AirPods, Beats, and other smaller product lines. While Apple does not break out the contribution…

Regardless of the nature of the hearing, an appearance on Capitol Hill to testify before Congress constitutes a brand hit to Twitter, Facebook, and Google. Notably (and rightfully), Apple has avoided the conversation. In our view, this is a direct result…

Apple sent out invitations to its annual fall gathering to announce new iPhones. Historically, they have also used this event to set the iPad, iPod, and other product lineups for the holiday shopping season. Here’s what we expect: Three new…

Reuters is reporting Apple has acquired Akonia Holographics, maker of transparent displays for AR glasses. Akonia Holographics complements Apple’s 2017 acquisition of SensoMotoric and its 2013 acquisition of PrimeSense. Apple is committed to AR, both on the iPhone today and…

Heading into next month’s iPhone announcement, we surveyed 530 U.S. consumers regarding their intent to purchase the upcoming phones. Our survey suggests demand for the next iPhone cycle will slightly outpace investor expectations. The survey supports our modeling, which calls…

The roller coaster surrounding Elon Musk’s failed effort to take Tesla private resurfaced the topic of Apple buying Tesla. If Tesla successfully turns the corner to profitability, the combination of the two companies is nothing more than a fairy tale,…