Companies

We expect it to take wireless carriers another two to three years to build out 5G coverage. At that point, Apple is set to capitalize on a massive wave of 5G-related tech spending. In our view, Apple is the best…

Apple TV+ has fallen under most investors’ radar, but that should change starting late next year. We expect Apple TV+ to have a measurable impact on FY22 net income growth This November marks the one-year anniversary of Apple TV+. Apple…

As the iPod went mainstream, Apple’s EarPods became a fashion symbol in subways, gyms and on sidewalks around the world. EarPods were a visible sign of Apple’s growing influence in the early 2000s. We even ran an informal survey on…

Many investors have written off VR as a niche platform destined to a similar failed outcome as 3D television. Conversely, Zuckerberg has been steadfast in his belief in the transformative power of VR, as evidenced by Facebook’s continued investments into…

Conclusion: Apple was the most at-risk large US tech company for reporting a disappointing March quarter due to the company’s hardware businesses and exposure to China. Given these headwinds, reporting 1% revenue growth is a win and is representative of…

This is the third consecutive quarter of favorable results that support Tesla having an outsized opportunity to play a key role in the future of mobility. As a reminder, there is typically a four-week lag between Tesla announcing deliveries and…

First things first. We’re reminded that analyzing the impact of the pandemic on commerce misses a global truth. The true cost is those directly affected by losing loved ones and to a far lesser extent the disruption around our lives.…

Tesla will report March quarter results this Wednesday, April 29. Earlier this month, Tesla released March quarter deliveries of 88.4k vehicles, up 40% year over year compared to the US auto industry (limited comparison) down 29%. We see three areas…

As part of our ongoing work on game development software, we surveyed 24 Unity developers to better understand how they use the product. Given the small sample size, we view the data as directional rather than definitive but were left…

Console sales have been up through the month of March as most of the world has been in lockdown, according to GSD. The Nintendo Switch, which had previously sold over 40 million units through the end of 2019, has been…

The new iPhone SE value proposition will fractionally expand iPhone market share, which has hovered in the high teens for the past four years. More importantly, in the hands of new first-time Apple customers, the company will have new opportunities…

Partly motivated by necessity and partly by conviction, Apple assumed a leadership role early on in the emergence of the COVID-19 crisis. Apple’s response has included, among other things: Retail store closings around the world handled with obvious thought and care…