Companies

All meaningful social internet platforms are worlds that merge elements of identity and reality so users can interact in a compelling way. Identity is the character that users play in the world. Reality is the shared context and understanding that…

For the first time, we’re publishing our Apple Wearables, Home, and Accessories model. This category includes two signature products, Apple Watch and AirPods. While Apple does not report details on those segments, the company has made 22 unique comments since…

Tesla announced Q3 production and delivery numbers, reporting an all-time record of 97,000 vehicles delivered. The company delivered 79,600 Model 3s (production of 79,837) and 17,400 S&X vehicles (production of  16,318). Tesla shares, however, are down 4% on this news,…

We recently completed our third annual Apple Pay merchant adoption check. This involves checking the desktop websites, mobile websites, and iOS apps of a cohort of 100 of the top US online retailers for the ability to use Apple Pay…

Amazon exceeded high expectations from the tech community with a slew of new hardware announcements: the Echo device lineup extended to earbuds, eyeglasses, and a ring. Here are our takeaways along with some data that sheds light on the voice…

Our annual iPhone launch day line surveys revealed a surprisingly high number of people waiting for a new phone and a directional positive related to the percentage of people opting for the more expensive Pro models. Much of the observation…

Taking a step back, today’s announcements from Apple’s special event are further evidence that the company continues to make arguably the best consumer tech products in the world from hardware to software, and the integration therein. At the end of…

Shares of AAPL have rebounded since US-China trade talks caused a slide in early August, but we believe shares would be trading higher if not for the ongoing tariff disputes. The recently announced October meetings are a step in the…

Among Apple’s recent additions to their Services portfolio, Apple Card stands out as a significant departure from Apple’s core offerings. However, after two weeks of use and further reflection, the Apple Card seems like a natural extension of the ecosystem…

On September 1st U.S. collections of a 15% tariff will begin on $125 billion of targeted goods (smartwatches, bluetooth headphones, flat-panel televisions, and many types of footwear) from China. While Apple’s wearables segment is within the targeted tranche, we believe…

We recently surveyed 500 US consumers about their intent to purchase and perception of electric vehicles. The results, on the whole, show a lower-than-expected excitement level about EVs and the persistence of common misconceptions about owning EVs. 78% of consumers…

We recently asked the leading digital assistants, Google Assistant, Siri, and Alexa, 800 questions each. Google Assistant was able to correctly answer 93% of them vs. Siri at 83% and Alexa at 80%. Each platform saw improvements across the board…