Apple

Hats off to the box office — 2022 has been a good year driven by the return to normal. Now that economies are reopening, top execs at Warner Brothers and other movie companies want back into theaters. Warner’s CEO, David…

US Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…

I’ve been anticipating a slowdown in consumer spending for several months. In preparation, I took a look back at the 2008 financial crisis and was reminded that all companies will be impacted in a recession. Apple’s most recent quarter and…

At last month’s WWDC keynote, Apple announced that 98% of cars sold in the US are now compatible with CarPlay. This data point did not surprise me. What did surprise me are the updates coming to CarPlay next year and…

The Apple Watch is ready to take a step forward, thanks to Rune Labs. They just got FDA approval on an app to detect, monitor and manage Parkinson’s disease. Gene, Doug and Rune founder, Brian Pepin, discuss the company’s approach…

While WWDC lacked a headline-grabbing announcement, the keynote still delivered on the substance of what makes Apple great for consumers and investors. It’s their continued ability to innovate around vertically integrated hardware and software. And, developers are on board, as…

Gene and Andrew discuss a recent report that Apple’s Board of Directors has seen a preview of the company’s MR headset project, and answer two keys questions: What will they do with it and, when we will see it?

From mid-November 2021 to May 19th, we have been tracking lead times at Apple for nine products in six countries. We’ve found that lead times for 8 of the 9 products have been essentially stable over the past month. It’s…

I’ve written a lot about augmented reality over the past five years. That’s not surprising, since we started Loup in January of 2017 and the opportunity of merging physical and virtual worlds with AR was one of our five cornerstone…

Most software developers and engineers know what it means to be sherlocked — the worst of fates for an app. The term was first coined in the early 2000s when Apple implemented its Sherlock search tool in Mac OS 8.…

Gene and Rebecca discuss Apple’s March quarter and June outlook, including underlying demand and of course, the supply chain.

Supply constraints. It seems like that’s the only topic on the minds of Apple investors these days. In fact, it’s nothing new. Since the launch of the iPod twenty years ago, navigating the theme of product availability has been an…