Critical
Stocktwits
The U.S. International Trade Commission has dismissed Masimo’s attempt to ban Apple Watch imports over alleged patent infringements. This follows a March ruling that Apple’s redesigned watches do not violate Masimo’s blood-oxygen technology patents. While Masimo, now owned by Danaher, may appeal to the U.S. Court of Appeals, Apple has avoided immediate disruptions to its wearables business.
Investment implication: The ruling removes a near-term threat to Apple Watch sales in the U.S., safeguarding a key revenue driver in the wearables market. However, ongoing legal costs and potential appeals could still weigh on margins.