Apple

Conclusion. iPhone X supply had mixed results over the past week with online improving and in-store worsening. We anticipate iPhone X lead times of more than 4 days to continue for the balance of 2017 and expect the iPhone X to…

Conclusion. We continued our daily monitoring of iPhone X availability, capturing 2224 daily in-store data points for 139 of the 271 U.S. Apple retail stores. This past week (Nov 20-26th) availability jumped to 16%, compared to 2% in the previous week…

Conclusion. We meticulously went through Black Friday deals to see how major retailers (Best Buy, Target, Walmart) were using Apple products to drive in-store and online traffic and found discounts ranging between 6%-36%.  Apple also weighed in on Black Friday with their…

Here are a few gift recommendations for the 2017 holiday season: Anker Battery Pack | $34.99 | Great battery pack for powering devices on the go. Apple AirPods | $159.00 | Apple’s wireless headphones. No, you won’t lose them. Apple…

Conclusion. Get ready for another $10 a month drag on your credit card. It’s a rebranded, all in one Apple video and music offering in 2-3 years. An Emerging Area of Investment. It’s no secret that original content will be an…

Conclusion. We have continued our daily monitoring of the availability of the iPhone X since its launch, and as expected it remains in short supply. We anticipate iPhone X lead times of more than 4 days to continue for the balance…

Conclusion. Based on our checks, iPhone X supply remains tight, and we expect it to remain in short supply for the next 4-8 weeks. We continue to expect the iPhone X to reach supply demand equilibrium sometime in January. That’s a…

Sold Out. As expected, it appears iPhone X is sold out at U.S Apple Stores. This weekend we monitored iPhone X availability at U.S, Apple Stores, as well as global lead times. On Saturday afternoon we found a handful of…

Detailed Survey Data. While the lines were longer than we expected, today’s real surprise was the capacity mix, heavily favoring 256GB over 64GB. We surveyed 134 customers, 99 of which (74%) were purchasing a 256GB iPhone X, and 35 of…

Lines for iPhone X more than double what we expected. In keeping with a tradition stretching back to 2008, we counted lines across the country this morning; this time in New York, Chicago, and several stores in Minneapolis. Lines counts…

Apple income statement here. Apple unit estimates here. Conclusion. Tim Cook is giddy, and he should be. This was the first time since Dec-14 that Apple had growth in every product and every geography. Apple’s results for Sep-17 were generally as…

Yesterday, Apple released the much anticipated update to Apple Watch that enables music streaming over Apple Watches with LTE. We tested the impact of streaming music on Apple Watch’s battery and were surprised to find after 6 hours of music…