Signature Series Event Presented by BWG + OTR

AAPL Day

April 12, 2024

Countdown to AAPL Day

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Join us for a half day of virtual discussions around Apple with BWG & OTR's leading experts on Apple.

PANELISTS

Ty Rollin

CTO at ServisBOT.com, a Conversational AI Platform. Former CTO and Architect at Mobiquity (part of Hexware) a mobile application development firm. Former Founder and President of React Software. Former Hardware engineer at InterSense and DEC.

Jim McGregor

Founder/Principal Analyst at TIRIAS, a leading advisory consulting firm which tracks a range of things from semiconductor manufacturing technology and IP to data centers and advanced applications like AI.

Prakash Sangam

Founder & Principal at Tantra Analyst, where he provides research and analysis in planning and deploying large scale cellular wireless networks to bench-marking smartphones and other devices. 5G Technology Advisory Board Member at Centre for Development of Telematics (C-DOT). Member of the Board of Directors at Wireless Communications Alliance. Former Qualcomm, Ericsson & AT&T.

Rohan Sharma

Chief Product & Commercial Officer at Zenolabs.AI, an AI powered health care data platform. Mentor and consultant to Stanford Seed, Techstars, Frost & Sullivan, Harvard Business Review. Former Transformation Leader-Digital, Data and CX at Thermo Fisher Scientific. Former Operations Hulu Ad Platform, Disney Media and Entertainment. Former Product Manager Apple News.

Gabriel Paunescu

CEO at NaoLogic, an AI-powered low-code platform for ERP.

Jon Chun

AI Research, Instructor and Co-Founder of First Human-Centered AI Curriculum at Kenyon College.

Chris Costello

Senior Director of Marketing Research at Skai (formerly known as Kenshoo), a leading Marketing Intelligence platform that keeps brands and agencies connected to customers in the digital era. Overall, Skai represents +$350billion in annualized client sales revenue across digital channels.

Carolyn Bisson

Executive Director of Research at Warner Bros. Discovery.

Andrew Baritz

CEO at Eventually A Castle Inc., a media consultancy focused on Digital Media and OTT video distribution space. Former VP, Advertising Sales & Operations at OTTera Inc., a distinguished white label OTT service provider.

Calvin Nichols

Head of Paid Search at Wpromote

Jeff Risher

Partner at Blue Peak Law Group, an IP litigation firm. Former Chief IP Counsel and Litigation Counsel at Telsa. Former Director of Patent Licensing & Strategy, and Litigation at Apple. Former Associate at Latham & Watkins.

Mohammed Chughtai

Global Head of Advanced TV at Media iQ Digital

VIRTUAL SCHEDULE

10:30 – 11:25 AM

Apple Devices and Services – Apple iPhone 16, Watch, Vision Pro and Macs

Feedback on iPhone strategy and outlook iPhone 13 > iPhone 15 and iPhone 16 and beyond
Trends on consumer demand, replacement cycles and promotions
iPhone shipments and competition
What do consumers want, how can Apple make the next generation of phones more attractive?
AI content and processing capabilities for iPhone 16? iPhone 17? Apple’s chip strategies and potential for inhouse development
Prospects for Vision Pro. Size of the addressable market and role in Apple’s strategy

11:30 – 12:25 PM

Apple AI – Can Apple Catch-up?

What is the depth, value and usefulness of Apple’s data, and is it enough to meaningfully differentiate itself from Microsoft/OpenAI and Google?
What might a mobile-first approach leveraging Siri look like?
In what ways does Apple’s walled-garden approach to privacy and security benefit the company’s AI initiatives, and in what ways does it detract?
How would an Apple AI service differ from its approach to Search. What are the similarities and differences?
Does Apple’s decision to leverage Google’s Gemini for AI services impact the competitive dynamics across MSFT, AWS, and GCP? How significant is Apple’s decision to leverage MM1 models vs. LLMs for on-device applications?

12:30 – 1:25 PM

Outlook for Apple / Google Gemini and Search

How does Apple search currently fit into you search advertising tactics?
How does Apple search’s optimization technology compare to Google search’s offering?
Are you seeing a softening in demand for Google search amidst the company’s challenges with the launch of Gemini and the emergence of competing AI search providers including OpenAI’s Chat GPT, Perplexity and others?
Thoughts on the potential partnership between Apple and Google to bring Google’s Gemini search features to Apple iPhone?
Would a partnership between Apple and Google’s Gemini drive incremental demand for Google search ads?
Would this help mitigate competitive risks to Google search from OpenAI’s Chat GPT, Perplexity and other emerging AI search formats?
How has Apple search performed year-to-date?

1:30 – 2:25 PM

Apple TV and Media

What are Apple’s grander aspirations around AppleTV+ within the greater CTV landscape? How likely is Apple to shift their model to advertising supported versus SVOD?
How might Apple go about leveraging programmatic advertising for a possible AVOD model?
Given Apple’s current content slate, how likely will the company increase budget for more films and shows? How competitive is Apple’s TV offering? How likely is Apple to ramp up negotiations for sports rights?
Is Apple too late to the CTV game? Given Walmart’s acquisition of Vizio, would Apple look to enter into the TV OEM space – how would they go about executing?
How integral is AppleTV+ to the company’s media and overall ecosystem?

2:30 – 3:30 PM

Apple DOJ Lawsuit – Scoping Potential Outcomes

Which of the following allegations of anticompetitive behavior are most serious: (1) blocking innovative super apps, (2) suppressing mobile cloud streaming services, (3) excluding cross-platform messaging apps, (4) diminishing the functionality of non-Apple smartwatches, and (5) limiting third party digital wallets?
What’s the scope of changes that Apple might need to make if DOJ prevails?
The DOJ complaint seeks to enjoin Apple from (1) using its control of app distribution to undermine cross-platform technologies, (2) using private APIs to undermine cross-platform technologies, and (3) using terms and conditions of its contracts with developers, accessory makers and consumers. Are there antitrust precedents for such restrictions?
What’s the likelihood of Apple and DOJ reaching an early settlement? What would be the key issues in a settlement?
Do Apple’s antitrust challenges in Europe have any implications for its US businesses?