Companies

Apple’s market cap hit $2 trillion. The milestone is an opportunity for us to look back and look forward. The company has executed beyond our wildest dreams when we started covering Apple in 2004. More importantly, we believe the company’s…

Epic Games has filed a lawsuit against Apple over its App Store policies. Doug and Gene discuss the central topic of the US government regulating profitability for app platform providers. Loup TV is a new series of short videos that…

Epic Games has filed a lawsuit against Apple over its App Store policies. Alongside the lawsuit, the company released a video on YouTube and inside of Fortnite titled “Nineteen Eighty-Fortnite” where they call their users to action to “stop 2020…

Bloomberg reported that Apple will announce three monthly service bundles that will include variations of Apple Music, Apple TV+, Apple News +, and iCloud sometime in October. Separately, the report indicated a new Apple fitness service will be revealed this…

The Wall Street Journal broke a story that Amazon is in talks to acquire a handful of JC Penney leases, which would continue Amazon’s brick and mortar experiment. Andrew and Gene discuss why this seemingly odd strategy might make sense…

Apple made it official: they have no plans to pursue a deal with TikTok. In our first episode of Loup TV, Doug and Gene discuss whether or not Apple should in fact pursue acquiring TikTok. Loup TV is a new…

Microsoft is determined to build on its already massive gaming platform in the face of growing competition from Google and Amazon. A few weeks ago, Microsoft announced some major changes to its next-generation gaming platform in a blog post, You…

We were expecting the Apple’s June quarter numbers to be noisy, magnified by the pandemic. We were wrong. Apple’s June quarter results clearly outpaced expectations on iPhone, Mac, and iPad (67% of revenue). The numbers reveal a company that is…

The indirect effects of COVID-19 are accelerating growth for Amazon. The company reported Q2 results well ahead of Wall Street expectations driven by two key drivers: Consumers are shopping online more. North America retail revenue grew 44% y/y in Q2,…

Today, CEOs from Amazon, Apple, Facebook, and Google spent five hours testifying virtually before the House Judiciary Antitrust Subcommittee. Executives faced questions related to the power their companies have over a wide array of issues including fair competition, the digital…

Apple will report June quarter results on Thursday, July 30th. The June quarter will be messy for all companies, including Apple, with revenue and earnings likely down around 10% y/y. While the numbers will be noisy—magnified by the fact that…

Tesla’s profitable June quarter and likely addition to the S&P 500 will be the central takeaway from its most recent earnings report—and a long-awaited acknowledgment from the investment community that Tesla will survive. That said, we believe the most important…