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· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., July 31, 2026. Q: I’ve seen mostly positive reviews from the press about the AI features in Apple’s public betas. How well do you think Apple is doing in pushing back against the…
· Farshad · Office Hours, Research
An Office Hours question asked by Joseph B., July 31, 2026. Q: Would Apple buy a memory maker — get into RAM itself? They said they wouldn’t get into this, and I’m surprised they said it — even if they thought they…
· Farshad · Office Hours, Research
An Office Hours question asked by Frederick H., July 31, 2026. Q: What is the reason for the obsession with making movies and TV shows? There must be a strategy behind this. It’s one of those things you get enlightened…
· Farshad · Office Hours, Research
An Office Hours question asked by Tom M., July 31, 2026. Q: How do you see the Siri AI stand-off with the EU evolving? Does Apple’s key differentiator — deep integration of hardware, software, and services — become an…
· Farshad · Office Hours, Research
An Office Hours question asked by Jeff S., July 31, 2026. Q: On the SoC supply shortage: what are Apple’s options? They could increase prices, which reduces demand — but what else can they do to capture this demand? What…
· Farshad · Office Hours, Research
An Office Hours question asked by Ian H., July 31, 2026. Q: We’re used to remarkably flat Apple pricing over the years — a pound a day, the stairway to heaven. Generally, increasing revenues have correlated with…
· Farshad · Office Hours, Research
An Office Hours question asked by Craig D., July 31, 2026. Q: Cook’s moat was built by being the biggest buyer in a market where consumer electronics set the bid; hyperscalers set it now. Is he handing Ternus a…
· Farshad · Office Hours, Research
An Office Hours question asked by Jared P., July 31, 2026. Q: Will Apple continue developing the Vision Pro? Hopefully there’s a growing community. Absolutely. The more time goes by, the more I think it’s evident that…
· Farshad · Office Hours, Research
An Office Hours question asked by Bob V., July 31, 2026. Q: Is there any “message” in the short-term versus long-term lease price difference between the iPhone and the iPad? I recall the iPhone being about 1:1.5 and the…
· Farshad · Office Hours, Research
An Office Hours question asked by Frederick H., July 31, 2026. Q: What job does a foldable iPhone accomplish? Aren’t iPads suitable for a decent screen experience, and iPhones for what they do, with plenty good screens?…
