Apple

As you know, earlier this week a report surfaced from Taiwan’s Economic Daily News that Apple would be cutting their Mar-18 quarter iPhone shipments (all models). We disagree, and believe iPhone estimates for Mar-18 will remain intact. Our perspective is largely, but…

Smart speakers are quickly becoming one of the most common consumer uses of AI thanks to aggressive pricing and marketing from companies like Amazon and Google. We've conducted our latest round of queries, designed to test the full range of…

Conclusion. For the third week in a row, iPhone X supply improved materially for in-store U.S. and remained essentially unchanged online (8 countries). We now believe iPhone X will reach global supply demand equilibrium in mid January. This means the Mar-18…

M&A philosophy likely to remain unchanged. With the new tax structure we expect Apple will bring $214B back to the U.S. using a 15.5% one-time repatriation tax rate. We don’t expect this cash will change Apple’s M&A philosophy, which will likely…

Conclusion. For the second week in a row, iPhone X supply improved materially both in-store and online. We now believe iPhone X will reach global supply demand equilibrium in mid January. This means the Mar-18 outlook will have a small bump…

Special thanks to Austin Bohlig for his work on this note.  This morning Apple announced they will be investing $390M in Finisar (FNSR), which is the company’s second largest vertical-cavity-surface-emitting-laser (VCSEL) supplier. VCSEL arrays are the key technology that powers 3D sensing applications…

Rare photo of Steve Jobs and Steve Wozniak in 1980 Today is the 37th anniversary of Apple’s IPO. Apple Computer, Inc. was founded in 1976 and went public on December 12, 1980. Led by Steve Jobs, Chairman of the Board…

Written by guest authors Lindsay Boyajian, Product Marketing, and  Zack Kadish, Professional Services at Conductor. For the past few years, we’ve seen the buzz around AR and VR build. All the major players from Amazon to Apple to Snap have made…

Conclusion. iPhone X supply improved materially over the past week both in-store and online. We now believe iPhone X will be near global supply demand equilibrium by the end of December or early January. Previously, we had anticipated iPhone X would…

Healthcare is in the midst of a dramatic transformation. This may seem obvious, but the culmination of this week’s news – CVS buying Aetna to create a new healthcare platform and Apple partnering with Stanford to carry out a medical…

Finisar (FNSR) reported earnings for the Oct-17 quarter and the company announced they began shipping production quantities of VCSEL arrays. Finisar is Apple’s 2nd largest VCSEL array supplier, which powers 3D sensing applications such as facial recognition through a flood…

Written by Alex Schwappach The grass is always greener. I’m an intern at Loup Ventures and I just got my first iPhone, an iPhone 8 Plus. It’s still early, but three weeks into my ownership I’m undecided about my next…