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The Best and Worst Analyst Questions from Apple’s Q2 2016 Conference Call

10:00 AM, Apr. 28th, 2016 · · Analysis

Simona Jankowski and Toni Socconaghi

In every Apple earnings conference call with analysts, there are a range of questions from good to bad. Sometimes worse. And sometimes most of them are just bad. But in Tuesday's call for Apple's second fiscal quarter of 2016, two analysts stood out for Bryan Chaffin as the ones who asked both the best and and worst questions.

Despite Apple’s Corporate Efforts and Optimism, iPad Sales Languish

7:01 PM, Apr. 26th, 2016 · · Analysis

2016 Q2 iPad sales

Despite Apple's efforts to boost iPad sales, those efforts aren't showing up in sales numbers. The iPad Pro (12.9-inch), discounting the typical exuberance of the holiday quarter (Apple's Q1), didn't seem to create much of an uptick. But CEO Tim Cook seems to have his hopes up for the next quarter's revenue, at least, when the iPad Pro line's sales make their mark.

FBI’s ‘No Data is New Data’ iPhone Spin Stinks

9:06 AM, Apr. 21st, 2016 · · Analysis

Nothing to see here: FBI says no useful information on Syed Farook's iPhone

The FBI says it has new data from Syed Farook's iPhone, and that new data is that there isn't any data, or at least no data that's of any use to the San Bernardino mass shooting investigation. The FBI is saying their analysis shows Mr. Farook didn't communicate with anyone during an 18 minute window that's unaccounted for following the shooting spree—something they should've known long before hacking into the phone.

Contradictory Rumors About iPhone 7 Create a Real Mystery

7:00 PM, Apr. 18th, 2016 · · Analysis

Contradictions and Induction rumors

Earlier today it was reported that, according to KGI analyst Ming-Chi Kuo, Apple would return to an all-glass enclosure with the iPhone. But that the change will occur in 2017, not this year. In light of Apple's tradition and what we (think we) know about inductive charging, a really good mystery has surfaced.

Apple Might Turn Back to Glass Case for Futuristic iPhone in 2017

8:00 AM, Apr. 18th, 2016 · · Analysis

It's Cloudy

Apple could turn to a page from yesteryear when it comes to the next major form factor change in the iPhone, according to KGI analyst Ming-Chi Kuo [via 9to5Mac]. The analyst said that Apple is planning to ditch aluminum for an iPhone refresh and return to an all-glass enclosure—but interestingly he says Apple will do so in 2017. 

FBI Still Manipulating Public in Encryption Fight

3:03 PM, Apr. 13th, 2016 · · Analysis

Director Comey says public encryption debate was a surprise benefit of San Bernardino iPhone case

The San Bernardino iPhone unlocking court battle is over, and FBI Director James Comey said he's glad for it. He also said the very public battle had an "unintended benefit," and lamented the fact it became an emotional issue—right before he added fuel to that fire by equating the encryption fight to the emotions he sees in the gun control debate.

Obama Administration Signals Potential Shift on Encryption

5:31 PM, Apr. 7th, 2016 · · Analysis

He's just a bill

The Obama Administration is a house divided when it comes to encryption, and it's clear that thinking on the issue is an ever-evolving state. This was highlighted this week when Reuters reported the White House would not be supporting a bill empowering judges to order companies like Apple to aid law enforcement help in accessing locked and encrypted devices.

Even the Federal Government Won’t Buy Apple Products That Don’t Meet Encryption Standards

3:25 PM, Apr. 7th, 2016 · · Analysis

Apple FIPS 140-2 certification

There's been much fuss lately about the desire by the FBI to be able to break into any iPhone it needs to. But the FBI is just one government agency. The interesting backstory here is that the Federal Government, in general, won't buy products that don't meet certain cryptographic standards. It's called FIPS 140-2 certification, and Apple has just announced that the cryptographic modules in iOS 9 and OS X 10.11 have obtained that validation. It's delicious irony.