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Gene Munster, Andrew Murphy
Loup TV 089: Why Amazon Is Buying MGM
Gene and Andrew discusses what Amazon’s planned acquisition of MGM means for the company, along with the broader streaming race among big tech.
0-Minute Read
Amazon
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Apple
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Deepwater TV
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Google
,
Netflix
Gene Munster
Apple Readies to Pioneer AR Evolution
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…
6-Minute Read
Apple
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Augmented Reality
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Google
,
Meta
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Microsoft
,
Virtual Reality
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.
0-Minute Read
Amazon
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Apple
,
Deepwater TV
,
Google
,
Meta
,
Netflix
Gene Munster
Loup’s 2021 Tech Predictions
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…
8-Minute Read
Amazon
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Apple
,
Future
,
Google
,
Meta
,
Tesla
Gene Munster
Google Will Still Be the Oxygen of the Internet
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…
4-Minute Read
Google
Gene Munster
Big Tech Earnings Takeaway: Durability
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…
3-Minute Read
Amazon
,
Google
,
Meta
Gene Munster, Doug Clinton
Loup TV 019: Is the DOJ Handing Google a Gift?
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.
0-Minute Read
Apple
,
Deepwater TV
,
Google
Gene Munster, Doug Clinton
Loup TV 018: Google Will Likely Weather This Storm
Gene and Doug discuss the Department of Justice’s lawsuit against Google, and why historical precedents suggest Google will weather the storm, with a big fine, and little changes to its business.
0-Minute Read
Google
Gene Munster
Don’t Give up on AR
It’s been a long road for Augmented Reality (AR). In the summer of 2017, Tim Cook predicted that AR “is one of those huge things that we’ll look back at and marvel.” For the casual observer, AR has fallen short of that target.…
4-Minute Read
Amazon
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Apple
,
Augmented Reality
,
Google
,
Meta
,
Microsoft
,
Snapchat
Gene Munster
Big Tech’s Regulatory Road Ahead
Today, CEOs from Amazon, Apple, Facebook, and Google spent five hours testifying virtually before the House Judiciary Antitrust Subcommittee. Executives faced questions related to the power their companies have over a wide array of issues including fair competition, the digital…
2-Minute Read
Amazon
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Apple
,
Google
,
Meta
Loup Ventures
Mid-Year Update on Our 2020 Predictions
We publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2020 are tracking: 1. Apple will be the best performing FAANG stock in 2020 (by Gene Munster) Mid-year…
5-Minute Read
Amazon
,
Apple
,
Google
,
Meta
,
Netflix
,
Tesla
,
Uber
Gene Munster, Andrew Murphy
Helping Like Only Apple Can
Partly motivated by necessity and partly by conviction, Apple assumed a leadership role early on in the emergence of the COVID-19 crisis. Apple’s response has included, among other things: Retail store closings around the world handled with obvious thought and care…
2-Minute Read
Apple
,
Google
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