Industry Insight: When Apple Goes 5G, It Matters

“Hi, Speed”. There couldn’t have been a more glaring hint than the splash page for the special iPhone event held on October 13, 2020. As we all suspected, Apple unveiled the 5G iPhone. But it wasn’t just one phone. It was the entire iPhone 12 line up configured with what can only be the latest 5G modem and RF module. If anything, this line up is a shot in the arm for 5G that has suffered a lackluster start and growing doubt about its value to the average consumer. This is what operators around the globe have been waiting for, the 5G iPhone.

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Industry Insight: What Wall Street Does Not Understand About Apple

Yesterday, Apple hit a major valuation milestone becoming the first $1 trillion public company. Many Wall Street analysts and market pundits are calling it an important milestone.  Well, apparently Tim Cook doesn’t think so.  But it is a time to reflect on how the investor community and Wall Street have gotten Apple wrong consistently for quite some time.  And they continue to get Apple wrong as they continue to characterize Apple as an iPhone company or a consumer product company, or a hardware company.

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