Apple

It’s no surprise that heading into Black Friday we found demand for Apple’s products outpacing supply. More notably, a snapshot shows the gap between demand and supply is slightly wider than what we would have anticipated given company commentary on…

Talk of Apple building a car is not new. In fact, they’ve been orbiting the possibility for the last seven years. During that time, the response from investors could best be described as a collective rolling of the eyes. Until…

The best way to understand a product or service is to experience it. That’s what Loup contributor Zheng Li recently did with the purchase of an Apple TV with Enjoy delivery and setup. The bottom line: it was a smooth…

Facebook is now Meta. Gene and Andrew discuss why it’s a bigger deal than a simple name change, indicating a clear strategic shift for the company.

Below are the read-throughs for the upcoming Apple and Amazon September earnings based on results from Google, Microsoft, and Twitter, along with their key takeaways. Apple read As for the macro, Google did not caution as much about the soft…

Apple’s September quarter results and commentary around the December quarter will likely follow a well-traveled narrative of demand outpacing supply, but with a twist. The twist is that unlike many companies, it’s a function of time before Apple wins the…

Hidden beneath Apple’s Mac announcements at its Unleashed event was progress the company has seen in making chips. Five years ago, the thought of Apple designing a chip that competed or exceeded Intel specs was farfetched. While there is room…

Apple will likely announce new AirPods next week, which will be a small step for a much bigger hearables vision. We got another data point this week suggesting it’s a matter of when, not if, valuable health features will arrive on…

Apple Watch Series 7 deliveries begin on Friday, October 15. The initial batch of Watches will be limited to consumers who pre-ordered a week ago. If you missed the pre-order window, get ready to wait. Our survey of Watch Series 7…

Enjoy’s recent investor update was evidence the company is progressing more quickly than we anticipated on its goal of becoming the Smart Last Mile solution for premium brands, including Apple and AT&T.  Today, the last mile is confusing for consumers…

Apple’s annual flagship event was another iteration of providing products with increasing value to consumers at largely consistent prices. This is what we refer to as a virtuous cycle of mutual benefit. A product provides increasing value to the consumer…

Back in June, I was expecting a decision from Judge Gonzalez Rogers on the Apple vs. Epic trial any day. At the time, I believed Apple would win most of the counts and lose one count related to steering. As…