On today's podcast episode, we discuss what Apple Intelligence promises to help users do, what a partnership with Apple means for OpenAI, and why this might be a bad move for the iPhone maker. "In Other News," we talk about the advent of the AI PC. Tune in to the discussion with our analysts Jacob Bourne and Yory Wurmser.
Audio
| Jun 24, 2024
Metallica, for instance, has appeared in a Fortnite concert and an Apple Vision Pro immersive concert. A music-focused metaverse could also spur VR headset sales as companies like Google and Samsung are looking to bring down headset costs as they compete with Meta Quest and Apple.
Article
| Mar 25, 2025
Six of the world’s 10 largest companies by net ad revenues make up the EC’s designated gatekeeper organizations—Alphabet, Amazon, Apple, ByteDance, Meta, and Microsoft. In March 2024, the EC opened proceedings against three of them, with a conclusion expected within 12 months.
Report
| Dec 11, 2024
Article
| Jun 10, 2024
Apple Pay’s dominance comes despite Apple iOS and Android having roughly identical smartphone OS shares in the US. Section 4: How Can Vendors Help Mobile Wallet Providers Respond? Vendors must help mobile wallet providers increase transactions, add commerce features, and increase acceptance. Increase POS transactions: Streamline checkout by removing manual processes and optimizing customer rewards.
Report
| Nov 15, 2024
Apple considers pricier iPhones to spur sales: Can an even more premium iPhone help increase sales? Apple seems to think so. Meanwhile, carriers are discounting its latest models in China by $100.
Article
| Feb 7, 2023
Apple leads businesses leaning on China: The brewing tech cold war notwithstanding, companies like Apple need to rely on established supply chains. Continued foreign partnerships are essential to China’s recovery.
Article
| Mar 28, 2023
Apple’s intensifying in-house push: It already designs its own processors, and now it looks like Apple is moving to make its own Wi-Fi and 5G radios, displays, and touchscreens, reducing reliance on suppliers.
Article
| Jan 13, 2023
So far this year, there’s been Google versus Microsoft and TikTok versus … well, everyone. But another battle is emerging as Amazon and Apple go head to head for ad dollars, streaming viewers, and the health vertical.
Article
| Apr 6, 2023
With 34 million developers, a massive app ecosystem, and a burgeoning ad business, Apple could fast-track its metaverse ambitions behind its MR headset announcement.
Article
| Jun 2, 2023
Apple is making strides with a secret CGM project: The addition of a blood glucose monitor to the Apple Watch will drive sales beyond the diabetes patient pool to the “worried well.”
Article
| Feb 23, 2023
In the first half of 2023, connected devices became more shoppable, driven by retail media and emerging technologies like visual search, while Apple has emerged as a big winner, using its domination in the smartphone market to muscle in on ad revenues.
Article
| Jun 27, 2023
Apple tests AI-powered ad buying: Its tool focuses on App Store ads and allows advertisers to set budgets and cost per user before automatic placement.
Article
| Mar 13, 2024
On-device value: Google, Apple, Amazon, and others are racing to get AI assistants into smartphones and smart home products, but consumer interest is lukewarm. 47% said AI assistants wouldn’t be valuable in smart home devices and 43% wouldn’t find them useful in smartphones.
Article
| May 12, 2025
Another delay for Apple’s mixed reality headset: It’s been working on the technology for its next big product since 2015, but now delays are due to software and hardware issues. How can Apple succeed at a time of economic upheaval?
Article
| Feb 17, 2023
On today's episode, we discuss Apple’s dominance in the digital wallet arena. In our “Headlines” segment, we look at the ramifications of The Kroger Co.’s about-face on Apple Pay and how the EU is scrutinizing Apple Pay in its antitrust investigation. In “Story by Numbers,” we examine how Gen Z’s use of iPhones will keep Apple competitive in the digital wallet space and the success of Apple’s new savings account. And in our new segment, “What If,” host Rob Rubin presents a few hypotheticals and discusses what things would look like if they were true. Tune in to the discussion with our analyst David Morris.
Audio
| May 30, 2023
On today's episode, we discuss why Apple and Amazon will be the two most consequential advertising companies for the rest of the decade, the ceiling on their streaming ambitions, and how their tech and health investments stack up. "In Other News," we talk about whether TikTok has been able to reassure advertisers after its recent government hearing and the Federal Trade Commission outlining how companies should communicate their environmental claims. Tune in to the discussion with our director of Briefings Jeremy Goldman.
Audio
| Apr 3, 2023
Sapphire Reserve will also offer free Apple TV and Apple Music subscriptions. Sapphire Reserve's existing perks, like a flexible $300 annual travel credit for the cardholders’ anniversary; the choice between Global Entry, TSA PreCheck, or Nexus credit; lounge access; and travel protection remain in the package. Chase also said it will roll out a new Sapphire Reserve Business card later this month.
Article
| Jun 17, 2025
The AI-assisted search revolution will take place primarily on the nonretail battleground, which is still dominated by Google. But Google lost share of the market last year, and Microsoft and Apple are starting to appear a little closer in Google’s rearview mirror.
Article
| May 22, 2023
Apple’s VR headset, the Apple Vision Pro, became available in the US on February 2. Almost immediately after, brands began announcing immersive experiences that would be available for download on the headset.
Article
| Feb 16, 2024
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| May 13, 2024
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| Feb 16, 2023
Article
| Apr 5, 2023
On today's podcast episode, we discuss how the Apple monopoly trial could change the smartphone market, whether Aldi can take on Walmart, if gambling ads will get banned, the impact of Amazon's "Big Spring Sale," how seriously we should be taking drone delivery, where the happiest people in the world live, and more. Tune in to the discussion with our analyst Blake Droesch and vice presidents of content Suzy Davidkhanian and Paul Verna.
Audio
| Mar 29, 2024
Apple uses safety and security to win over consumers. Birkenstock focuses on education, showcased through a three-part docuseries. And Taco Bell, with the help of Pete Davidson, apologized for “over-innovating” its breakfast menu.
Article
| Aug 14, 2023