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Apple
Gene Munster
Sizing Up the Global Transportation Market
As investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…
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Apple
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Autonomous Vehicles
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Ridesharing
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Tesla
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Uber
Gene Munster
Loup TV 060: BreezoMeter Is in Your Pocket
Gene is joined by BreezoMeter founder Ran Korber to talk about real-time air quality data inside the Apple Weather app, and expanding the platform to capture more environmental data.
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Apple
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Deepwater TV
Gene Munster, Andrew Murphy
Loup TV 057: Apple’s Mixed Reality Ambitions
Andrew and Gene discuss Apple’s mixed reality headset ambitions, as reported by The Information.
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Apple
,
Deepwater TV
Gene Munster, Doug Clinton
Loup TV 056: Facebook and Apple Face Off
Gene and Doug talk about why upcoming changes to iOS have added tension to the Apple and Facebook relationship and what it means long term.
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Apple
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Deepwater TV
,
Meta
Gene Munster, Andrew Murphy
Loup TV 053: Apple Earnings Recap
Andrew and Gene talk Apple’s quarterly earnings results, the accelerating digital transformation, and why Apple will continue to benefit long-term.
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Apple
,
Deepwater TV
Gene Munster, Andrew Murphy
Apple’s Quarter in 3 Words: Accelerating Digital Transformation
Apple reported December quarter results above Street expectations, with overall revenue up 21% compared to Street expectations of 12%. There’s evidence of this accelerating digital transformation in the fact that the upside was driven by nearly every product category (Mac…
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Apple
Gene Munster
Apple December Earnings Preview
Apple will report December quarter results on Wednesday, January 27th. We expect the December quarter to exceed Street estimates, highlighted with revenue growth of 19% y/y compared to the Street at 12%. While the numbers will have some noise—given the…
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Apple
Gene Munster, Andrew Murphy
Loup TV 050: Apple’s VR Project
Gene and Andrew talk about Apple’s VR ambitions following a recent media report highlighting a headset is in development.
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Apple
,
Augmented Reality
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Deepwater TV
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Virtual Reality
Gene Munster, Andrew Murphy
Loup TV 048: TSLA Stock, Near-Term Caution, Long-Term Optimism
Gene and Andrew talk about the recent moves higher in TSLA, along with their outlook. Two takeaways: first, Apple adds near-term risk to TSLA stock, which means trading shares for the next year is dangerous. Long-term, they remain optimistic that…
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Apple
,
Deepwater TV
,
Tesla
Andrew Murphy
Imagining Apple’s Next Services
Apple’s addition of services to its world-class combination of hardware and software has been a success by almost any measure. We expect continued growth in the Services segment, fueled by increased adoption and the introduction of new services that may…
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Apple
Gene Munster
Loup TV 043: AAPL as Top Pick in 2021
Gene details Loup’s prediction that AAPL will be the top-performing FAANG stock in 2021, along with ranking AMZN, GOOG, FB, and NFLX.
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Amazon
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Apple
,
Deepwater TV
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Google
,
Meta
,
Netflix
Gene Munster
Predicting Apple Will Three-peat as Top FAANG Stock
For the past two years, 2019 and 2020, we’ve correctly predicted Apple would be the top performing FAANG stock. Here are the results from 2020: Predicting a three-peat We’ve recently made the prediction that Apple will once again be the…
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Apple
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