Legal Edge Webinar: Apple’s App Store on Trial – Epic Games v. Apple

Tuesday, April 20, 2021 12:00 PM EDT | 9:00 AM PDT | 5:00 PM BST | 6:00 PM CET

Register for the Webinar

“By completing this form you agree to the processing of your personal information submitted through this form in accordance with CFRA’s Privacy Notice located at https://cfraresearch.com/legal/ and the receipt of communications about CFRA and CFRA’s services.”

Join CFRA for a webinar on the potential landmark trial between Epic Games and Apple regarding Apple's App Store policies— including Apple's controversial 30% take rate. The trial, — expected to run two-to-three weeks— kicks off May 3, 2021. Regardless of the outcome, we expect the Epic v. Apple trial to cast a bright light on Apple's App Store practices, potentially impacting how regulators, policymakers, and investors view Apple moving forward.  

 

Agenda items for the webinar discussion include:

  • Identification of key legal issues in Epic v. Apple trial

  • Preview of what to expect at Epic v. Apple trial (including expert and 3rd party witness testimony from Facebook, Microsoft, Match, and Nvidia)

  • Our probabilistic assessment of the outcome of the Epic v. Apple trial

  • How the Epic v. Apple trial fits into Apple's broader App Store-related risk picture

  • Our thesis on Apple's various legal, regulatory, and policy risks – including the est. $12B annual payment from Google for iOS default search status under attack in the DoJ case vs. Alphabet

  • Identification of public companies positively levered to increased scrutiny and potential changes in Apple's App Store practices (Match, Bumble, Roblox, Spotify, Electronic Arts, etc.)

  • Description of Legal Edge's multi-discipline research process— including several live examples from the technology sector (DoorDash and Sonos) 

 

CFRA Legal Edge's coverage of the rapidly evolving legal and regulatory risk picture for megacap U.S. technology platforms Apple, Alphabet, Amazon, and Facebook dates to May 2018.  The team has followed the Epic v. Apple litigation with particular interest since August 2020, when Epic filed its complaint and request for a preliminary injunction.  As with our coverage of tech platform legal risk generally, our Apple-related coverage comprises both a consolidated, big picture view (rolling into our specific risk rating) and granular view on specific litigation.

Presenters

Julian Sanguedolce

Head of Institutional Sales, CFRA

Julian Sanguedolce, CFA is the Global Head of Sales for CFRA’s Institutional Business where he is responsible for new revenue generation among the global sales team. Previously he was a Vice President of Sales at Third Bridge (formerly Cognolink). Prior to this role, Julian was a Senior Sales Manager at Trading Central and Analyst at Banc of America Securities. Julian holds a B.S. in Finance from the University of Florida.

Nick Rodelli

Vice President, Head of Legal Edge, CFRA

Nick Rodelli is the Founder and Head of CFRA's Legal Edge; an institutional investor research product focused on legal and regulatory risk. Nick was a litigator and corporate governance counselor at Wilson Sonsini Goodrich and Rosati, a Palo Alto, CA technology sector-focused law firm, and Jenner & Block in Chicago, IL, and a merger arbitrage and special situations analyst at a multi-strategy hedge fund, where he performed merger antitrust, litigation, SEC Enforcement, and regulatory risk assessments, and fundamental analysis. Nick has appeared on CNBC and has been quoted in Barron's, Bloomberg, The New York Times, and other major publications. Nick holds a Juris Doctor degree from the University of North Carolina at Chapel Hill.

Michael Gordon

Senior Associate, Legal Edge, CFRA

Michael Gordon focuses on assessing legal and regulatory risk and identifies potential mispricings related to major patent, litigation, crisis and regulatory events, and other significant potential market catalysts across all sectors and industries. Michael interned with public and private sector organizations, including organizations focused on patent and trademark litigation. He has worked as a programmer on software for the analysis of genomic microarrays and has been published in law journals on the topics of First Amendment law on the Internet and sales and use tax. Michael graduated from Davidson College with a B.S. in Mathematics, Concentration in Computer Science, and from the University of North Carolina School of Law, J.D., High Honors. He is a member of the North Carolina, Maryland, and District of Columbia Bars

Download The free eBook