Apple

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…

Gene & Andrew discuss how the latest changes in App Store policies keep the company ahead of regulators, and why the cat and mouse game will continue.

For the second time in ten months Apple has refined its App Store rules, now allowing app developers to communicate with customers outside of the App Store (primarily through email) to inform them how they can make purchases outside of…

Enjoy is a pure play on experiential commerce at home. The company partners with premium brands, including Apple, to offer a high-touch retail experience in-the-home at no cost to the consumer. Enjoy expects to go public via a Marquee Raine…

Talk of Big Tech regulation has been a consistent theme over the past three years, and we heard more of it this week. A group of US senators introduced legislation (Open App Markets Act) that would require broad changes to…

June quarter earnings for big tech shared a common theme, debating the giants’ sustainable revenue growth rates. Facebook and Amazon shared the most on the topic of modeling growth rates exiting the pandemic, both pointing to the back half of…

Gene and Doug discuss paths forward for Apple’s health initiatives and conclude the first step is to solve for data integrity and data privacy.

Doug, Gene, and Andrew process an eventful earnings week and conclude that we’re still going to be dependent on Big Tech.

We’ve watched Apple report more than 70 quarters, and it hasn’t gotten old yet. The quarterly tradition is an opportunity for investors to check in on Apple’s progress toward maximizing what we call digital leverage: the simultaneous increase in value…