Google

Below are the read-throughs for the upcoming Apple and Amazon September earnings based on results from Google, Microsoft, and Twitter, along with their key takeaways. Apple read As for the macro, Google did not caution as much about the soft…

Talk of Big Tech regulation has been a consistent theme over the past three years, and we heard more of it this week. A group of US senators introduced legislation (Open App Markets Act) that would require broad changes to…

June quarter earnings for big tech shared a common theme, debating the giants’ sustainable revenue growth rates. Facebook and Amazon shared the most on the topic of modeling growth rates exiting the pandemic, both pointing to the back half of…

Doug, Gene, and Andrew process an eventful earnings week and conclude that we’re still going to be dependent on Big Tech.

Patience is a virtue. We recently gathered data from the nine companies leading the race to build fully autonomous systems for passenger cars. Almost all companies are finding that delivering full self-driving is slow going, more challenging than believed six…

Gene and Andrew discusses what Amazon’s planned acquisition of MGM means for the company, along with the broader streaming race among big tech.

When we started Loup four years ago, AR was an enabling technology we believed would be transformational over the next decade. It’s made progress since then, with enterprise AR use cases beginning to materialize, along with continued commitment and investment…

Gene details Loup’s prediction that AAPL will be the top-performing FAANG stock in 2021, along with ranking AMZN, GOOG, FB, and NFLX.

Over the last few years, we’ve made a dangerous habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2021: 1. Apple will be the top-performing FAANG stock in 2021. This is the third consecutive…

Adding to the DOJ’s October antitrust lawsuit, Google was served two new complaints from coalitions of states claiming additional antitrust behavior. There are, of course, many unknowns in terms of how they will play out. What’s clear is these lawsuits…

There’s no need to enumerate the many ways our lives have changed over the past seven months. That said, there’s one thing that hasn’t changed: our dependency on big tech. The recent September quarter results provided another data point of…

Gene and Doug discuss the DOJ’s objection to Google’s aggressive spending on traffic acquisition, the impact to Apple, and why this lawsuit may prove to be a long-term benefit to Google.