Apple

Nasdaq closed down nearly 4% as investor anxiety begins to shift from the conflict in Ukraine to a global recession.  Apple has been rumored to be bidding on NFL live content. We see a big opportunity for Apple in sports…

Ford’s re-org was an effort to excite investors about the company’s progress in EVs. The plan would have been better received if there was formal split of the company. Big picture: there’s lots of optimism around EVs and it will…

From mid-November 2021 to March 2nd, we have been tracking lead times at Apple for ten products in six countries. We’ve found that supply has improved 2x since January 23rd. This improvement is in line with our expectations and in…

Gene and Doug discuss: How the U.S Senate’s bipartisan Open App Markets Act (S. 2710) will impact our digital ecosystem. The bill was passed with a 20-2 vote by the Senate Judiciary Committee, and aims to penalize developers with what…

Gene and Doug discuss: Google is implementing its Privacy Sandbox for Android OS, and we believe it will be more advertiser-friendly than IDFA. While some have compared Google’s changes to that of Apple, it seems that Google is allowing for…

 Takeaways: Apple’s open source code has mistakenly revealed references to a new ‘realityOS.’ While we don’t expect the MR headset to be released until 2023 at the earliest, this is confirmation that the product is in the works. Salesforce shared…

This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…

Tech had a good night in the reporting category. The four primary tech companies all saw their shares increase by more than 10% in after-hours trading. While these companies were not taken out to the woodshed, we’re not out of…

Gene and Doug share their thoughts on: Last week’s earning reports from MSFT, AAPL and TSLA. The takeaway is that the bar remains high for Big Tech. A preview of upcoming earning calls from GOOGL (Feb. 1), FB (Feb. 2),…

Gene and Andrew discuss Apple’s results, which given the overall environment are memorable even by Apple quarter standards. Bottom line: Apple’s December quarter and March outlook are impressive on all metrics. We should not be surprised. When you build the…

Takeaways: Buckle up, we have a big week with Tesla and Apple reporting, along with IBM, Microsoft and Intel.  Aside from the usual variables around quarterly results, this week we get the much anticipated commentary from the Fed that will…

Takeaways: Netflix missed their guidance for December and guided March sub adds down by 64%. While it’s common for Netflix to guide below the Street, the magnitude of the guide down is greater than typical. Netflix is now trading at…