From "The Antitrust Hearing, The Role of Congress, CEO Questions" ($) posted Tuesday on Stratechery.
5 years agoCompetitors complain that Apple gives its own apps special treatment over third parties in its App Store, and they've got a point.
This story, funnily enough, is right in Patently Apple's sweet spot.
From Bloomberg's "Apple's Climate Plan Is Even More Interesting Than It Appears" posted Tuesday.
Read More Apple's 2030 goal: Carbon neutrality. Microsoft's: Carbon negativity.
This despite the fact that one in three smartphones sold in China that quarter were 5G, which Apple doesn't yet make.
Read More Counterpoint: iPhone sales in China grew 32% y-o-y in June quarter
Ives sees Apple as sitting on the cusp of a 5G super cycle.
Read More Tech stocks will move higher this week, predicts Wedbush's Daniel Ives
From analyst Krish Sankar's Apple Investment Thesis; We rate AAPL Outperform given: (1) Services is a LT investable theme growing at an 18% revenue CAGR (FY18-21E)…
5 years agoBut following a 26% rise over the past three months, analyst Samik Chatterjee has taken Apple off J.P. Morgan's "Analyst Focus List."
Apple isn't just selling devices or services, says Cybart, it's selling user experiences.
Read More Neil Cybart: 'From where does Apple's ecosystem derive its power?'











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