Masimo’s Patent Win Stirs Apple Watch Market Disruption

From Quiver Quantitative:

Apple is dealing with a major legal hurdle in its battle with Masimo over patents, as a US court has refused to extend a pause on the import ban of certain Apple Watch models. The ban covers Apple’s Series 9 and Ultra 2 smartwatches, which include a blood oxygen measurement feature that Masimo claims infringes upon its patents. Apple is now forced to stop selling these models in the US while the legal battle continues, a process that could take over a year. However, the company has developed a software workaround that allows it to sell redesigned watches without the disputed feature. Meanwhile, Masimo’s shares have risen as much as 2.8% following the court’s decision. The ban could potentially affect Apple’s competitiveness in the US smartwatch market and impact the company’s revenue. Apple has not yet commented on this latest development.



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