Apple

Written by guest authors Lindsay Boyajian, Product Marketing, and  Zack Kadish, Professional Services at Conductor. For the past few years, we’ve seen the buzz around AR and VR build. All the major players from Amazon to Apple to Snap have made…

Conclusion. iPhone X supply improved materially over the past week both in-store and online. We now believe iPhone X will be near global supply demand equilibrium by the end of December or early January. Previously, we had anticipated iPhone X would…

Healthcare is in the midst of a dramatic transformation. This may seem obvious, but the culmination of this week’s news – CVS buying Aetna to create a new healthcare platform and Apple partnering with Stanford to carry out a medical…

Finisar (FNSR) reported earnings for the Oct-17 quarter and the company announced they began shipping production quantities of VCSEL arrays. Finisar is Apple’s 2nd largest VCSEL array supplier, which powers 3D sensing applications such as facial recognition through a flood…

Written by Alex Schwappach The grass is always greener. I’m an intern at Loup Ventures and I just got my first iPhone, an iPhone 8 Plus. It’s still early, but three weeks into my ownership I’m undecided about my next…

Conclusion. iPhone X supply had mixed results over the past week with online improving and in-store worsening. We anticipate iPhone X lead times of more than 4 days to continue for the balance of 2017 and expect the iPhone X to…

Conclusion. We continued our daily monitoring of iPhone X availability, capturing 2224 daily in-store data points for 139 of the 271 U.S. Apple retail stores. This past week (Nov 20-26th) availability jumped to 16%, compared to 2% in the previous week…

Conclusion. We meticulously went through Black Friday deals to see how major retailers (Best Buy, Target, Walmart) were using Apple products to drive in-store and online traffic and found discounts ranging between 6%-36%.  Apple also weighed in on Black Friday with their…

Here are a few gift recommendations for the 2017 holiday season: Anker Battery Pack | $34.99 | Great battery pack for powering devices on the go. Apple AirPods | $159.00 | Apple’s wireless headphones. No, you won’t lose them. Apple…

Conclusion. Get ready for another $10 a month drag on your credit card. It’s a rebranded, all in one Apple video and music offering in 2-3 years. An Emerging Area of Investment. It’s no secret that original content will be an…

Conclusion. We have continued our daily monitoring of the availability of the iPhone X since its launch, and as expected it remains in short supply. We anticipate iPhone X lead times of more than 4 days to continue for the balance…

Conclusion. Based on our checks, iPhone X supply remains tight, and we expect it to remain in short supply for the next 4-8 weeks. We continue to expect the iPhone X to reach supply demand equilibrium sometime in January. That’s a…