Companies

We recently surveyed 54 Unity developers to get a better sense for how they’re using the product, expectations for future spending, and competition with Unreal. Our survey results indicate increasing spend from developer ahead, which was reflected in Unity’s latest…

Apple’s battle with regulators took a twist today with the company’s introduction of the App Store Small Business Program, which lowers the App Store’s take rate for developers earning less than $1 million in App Store revenue per year from…

Gene and Andrew discuss their initial reaction to iPhone 12 mini and making the jump to the smaller form factor. They conclude that with or without the mini, the new lineup is well-positioned for the next year.

Gene and Andrew discovered a case study in aspirational marketing: Apple’s recent Mac event.

Gene and Andrew discuss the new Mac user experience, along with an intangible only Apple can do: streamlining the buying and selling experience.

At its third product event this year, Apple announced Apple silicon is available for the first time in three of the company’s seven Mac products, replacing Intel chips. A more critical observer may view the announcements as mere speed bumps…

At 8:00 AM ET today, Apple began taking pre-orders for iPhone 12 Mini and Pro Max. This is three weeks after pre-orders began for iPhone 12 and iPhone 12 Pro. Bottom line: Lead time changes throughout the morning for iPhone…

Gene and Andrew talk about the pros and cons related to iPhone 12 options along with the improved cost and manufacturing efficiencies.

Our fourth annual Apple Pay availability study is complete. We found 20% plus increased adoption from banks and top retailers across desktop sites, mobile web, and apps. These growth rates, off an increasingly bigger base, suggest Apple Pay is becoming…

Gene and Matt Joyce (independent Tesla analyst) discuss how the “Core Efficiency Index” simplifies the EV competitive landscape. Follow Matt on Twitter @matty_mogul.

There’s no need to enumerate the many ways our lives have changed over the past seven months. That said, there’s one thing that hasn’t changed: our dependency on big tech. The recent September quarter results provided another data point of…

Gene talks about why the iPhone miss was not a miss, along with the view that Apple is stepping into a new multiyear growth curve.