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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.

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 and Doug talk about why upcoming changes to iOS have added tension to the Apple and Facebook relationship and what it means long term.

For two years we’ve been cautious on Facebook, in part based on our view that social media is largely toxic and because the company’s innovation has lagged. Some of this has come to fruition, evidenced by FB’s 21% gain over…

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…

Gene and Doug discuss Facebook’s worst possible outcome from the FTC antitrust lawsuit: the company’s long-term product roadmap is diluted.

Facebook’s antitrust challenge has arrived in the form of lawsuits from the FTC and 40 plus states. The core issue is the company’s historical approach to acquire competitors versus compete. The market’s muted response to FB shares reflects the fact…

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…

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.…

Facebook held its annual, rebranded Facebook Connect event today, announcing the next generation Oculus Quest 2 VR headset and highlighting the company’s 10-year AR and VR roadmap. The bottom line: AR and VR will evolve to become the next-generation computing…