Companies

Big tech had a rough earnings season. The five mega-caps were down by an average of 12% after earnings. The sixth mega-cap—Apple—was the standout, with its shares trading flat following the company’s September results. The reasoning is that investors place…

Apple increased its subscription pricing for Apple One, Music and TV+ by an average by 16%. This should add an additional 1%, or $1B, to net income over the next year. The key assumption in my estimate is that 95%…

For this third report in our “Battery 101” series, our goals are to outline the five most important metals used in lithium-ion battery chemistry, to identify the leaders in global production to date, and to share our outlook on the…

After missing delivery expectations by 4% earlier this month, Tesla reported a miss on September revenue expectations by 2%. Two negative points from a company that has made a habit of exceeding expectations over the past 2.5 years. TSLA shares…

Meta Connect 2022 offered a clear roadmap of the company’s go-to-market metaverse vision. That vision is a departure from Meta’s roots in consumer-first social products and is anchored in the future of work. Targeting the enterprise is an advantageous approach…

Over the past five months, I’ve been unsure about how to interpret Musk’s efforts to dodge a closing of the Twitter deal. Does he really want out or just a better price? In the end, it looks like he will…

We’ve written about the imminent electrification of everything and the crucial role of the battery before. New segments are being disrupted by electrification, from homes to recreational vehicles to construction equipment. Essentially, anything powered by gas today will be electric…

While connecting lead times to demand is more of an art than a science, we’ve found that an expansion or compression of delivery times over the years have been a leading indicator of demand. Three days into the iPhone 14…

The trend line is undeniable. Today, EVs account for about 5% of global car sales. In 2021, an estimated 16.5m EVs were on the road worldwide (according to IEA), compared to about 1.4B vehicles total. Within the next 20 years,…

After a day of letting Apple’s Far Out event marinate, Gene shares his takeaways, including: iPhone 14’s Emergency SOS with satellite connectivity: This is a technological step forward for Apple and marks the first sleek form factor satellite offering apart…

Apple’s Fall iPhone event stuck to the company’s Playbook for Success. Take a loved product, progress its features and refine its look while maintaining its price point. I’m so familiar with the Playbook that I forget it has a tried-and-true…

Tesla’s second annual AI Day is coming up on September 30th. While the event is primarily geared toward recruiting talent for AI, software and chip development (confirmed by Elon on Twitter), it serves a second purpose of outlining the company’s…