Apple

Apple’s September quarter results and commentary around the December quarter will likely follow a well-traveled narrative of demand outpacing supply, but with a twist. The twist is that unlike many companies, it’s a function of time before Apple wins the…

Hidden beneath Apple’s Mac announcements at its Unleashed event was progress the company has seen in making chips. Five years ago, the thought of Apple designing a chip that competed or exceeded Intel specs was farfetched. While there is room…

Apple will likely announce new AirPods next week, which will be a small step for a much bigger hearables vision. We got another data point this week suggesting it’s a matter of when, not if, valuable health features will arrive on…

Apple Watch Series 7 deliveries begin on Friday, October 15. The initial batch of Watches will be limited to consumers who pre-ordered a week ago. If you missed the pre-order window, get ready to wait. Our survey of Watch Series 7…

Enjoy’s recent investor update was evidence the company is progressing more quickly than we anticipated on its goal of becoming the Smart Last Mile solution for premium brands, including Apple and AT&T.  Today, the last mile is confusing for consumers…

Apple’s annual flagship event was another iteration of providing products with increasing value to consumers at largely consistent prices. This is what we refer to as a virtuous cycle of mutual benefit. A product provides increasing value to the consumer…

Back in June, I was expecting a decision from Judge Gonzalez Rogers on the Apple vs. Epic trial any day. At the time, I believed Apple would win most of the counts and lose one count related to steering. As…

Speed matters when it comes to navigating the 5G rollout. Average 5G speeds in the US have improved in the past year, yet still lag, with average US 5G download speeds currently at 65 Mbps. Speeds that will motivate consumers…

Gene and Doug discuss the impact of the Apple vs. Epic decision and conclude it will be a fractional financial headwind, and the regulation topic will remain front and center for the next year. The two silver linings for Apple…

Apple’s September 14 “California streaming” event will be the biggest day of the year for hardware announcements. On top of that, we expect Apple will host an additional hardware event in October, with the new models announced at both events…

This piece was initially published on Andrew’s Substack, Field Day. This week, longtime Apple analyst Katie Huberty at Morgan Stanley discussed her views on Apple entering the car market. She argues that Apple will eventually build its own ‘Apple Car’…

Apple has made two changes in the past week related to steering, most recently making it easier for media app developers to build a direct payment relationship with the user. The first change was news worthy and the second was…