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· 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?…
· Farshad · Office Hours, Research
An Office Hours question asked by Joseph B., July 31, 2026. Q: What’s up with the guidance? And why does this seem to be news to Mr. Market? Start by not getting emotional about this, because I’ve seen so many times…
· Farshad · Office Hours
An Office Hours question asked by Fred S, June 9, 2026. Q: With MLX, you can write for Apple Silicon and then migrate to Nvidia’s chips — a kind of reverse Trojan horse, since people usually build tools to migrate the…
· Farshad · Office Hours
An Office Hours question, June 9, 2026. Q: The Wall Street Journal just ranked Nvidia the top “company of the future,” with Apple down at number 12. What’s going on with Apple’s brand image — and is that ranking right?…
