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Microsoft
Gene Munster, Rebecca Mulberg
The Future of Healthcare According to Big Tech
US Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…
12-Minute Read
Amazon
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Apple
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Google
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Microsoft
Doug Clinton
Tech Layoffs Continue
From Doug’s blog, The Deload: The current inflationary environment has prompted tech to rightsize headcount with over 60,000 tech employees being laid off in the past year. While sad for the employees, it’s right for the long-term viability of companies and…
3-Minute Read
Meta
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Microsoft
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Tesla
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Unity
Doug Clinton
The Most Powerful Question in Investing
This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…
5-Minute Read
Amazon
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Apple
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Google
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Meta
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Microsoft
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Netflix
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Philosophy
Gene Munster, Doug Clinton
Loup TV 128: Microsoft Takes Content to New Level
Takeaways: Microsoft announces its largest acquisition yet: Activision for $68.7B ($95/share) — in an all cash deal. The sheer size of this transaction underscores the adage that content is king is stronger than ever. Given the significance of gaming in…
1-Minute Read
Gaming
,
Microsoft
Gene Munster
Loup’s 2022 Tech Predictions
Over the last five years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2022: 1. Apple and Facebook will duel for the spot as the top-performing FAANG stock in 2022,…
10-Minute Read
5G
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Amazon
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Apple
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Autonomous Vehicles
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Featured
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Future
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Future of Work
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Google
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Meta
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Microsoft
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Technology
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Tesla
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Themes
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Virtual Reality
Gene Munster, David Stokman
Apple & Amazon Read From Google, Microsoft & Twitter Results
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…
4-Minute Read
Amazon
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Apple
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Google
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Meta
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Microsoft
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Snapchat
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Tesla
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Twitter
Gene Munster, David Stokman
Big Tech Growth Answers Buried in 2019
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…
4-Minute Read
Amazon
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Apple
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Google
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Meta
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Microsoft
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Netflix
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Tesla
Gene Munster, David Stokman
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
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Meta
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Microsoft
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Virtual Reality
Steve Van Sloun
The Bid for Discord
This piece is from Steve’s Substack, Markets + Metaverse. Microsoft’s rumored $10 billion bid for Discord would be a major win for both companies. Discord, the communication platform of choice for gamers, would find a long-term, strategic partner in Microsoft.…
7-Minute Read
Gaming
,
Microsoft
Doug Clinton, Steve Van Sloun
Xbox Is Losing the Console Battle but Fighting a Different War
While gaming has seen record engagement since the beginning of the pandemic, it hasn’t been an easy road for Microsoft and Sony more recently. Last week, the two companies released their next-generation gaming consoles, the Xbox Series X and PlayStation…
4-Minute Read
Gaming
,
Microsoft
Gene Munster, David Stokman
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
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Augmented Reality
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Google
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Meta
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Microsoft
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Snapchat
Doug Clinton, Steve Van Sloun
Microsoft’s Latest Gaming Announcements Look Promising
Microsoft is determined to build on its already massive gaming platform in the face of growing competition from Google and Amazon. A few weeks ago, Microsoft announced some major changes to its next-generation gaming platform in a blog post, You…
4-Minute Read
Gaming
,
Microsoft
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