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Gene Munster
Zillow Wouldn’t Kill the Golden Goose
Where do I start? An easy place is that I was wrong. I believed that, long term, Zillow’s outsized brand in the US residential real estate market would be a competitive advantage in winning iBuying customers. My thinking continued that…
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Opendoor
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Zillow
Zheng Li, Gene Munster
Enjoy Tryout Passes the Test
The best way to understand a product or service is to experience it. That’s what Loup contributor Zheng Li recently did with the purchase of an Apple TV with Enjoy delivery and setup. The bottom line: it was a smooth…
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Apple
,
Enjoy
Gene Munster, Andrew Murphy
Loup TV 108: Facebook’s Name Change Is a Big Deal
Facebook is now Meta. Gene and Andrew discuss why it’s a bigger deal than a simple name change, indicating a clear strategic shift for the company.
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Apple
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Augmented Reality
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Deepwater TV
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Meta
,
Virtual Reality
Gene Munster
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…
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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
,
Tesla
,
Twitter
Gene Munster
Apple Preview: Outsized Demand Wrestles With Undersized Supply
Apple’s September quarter results and commentary around the December quarter will likely follow a well-traveled narrative of demand outpacing supply, but with a twist. The twist is that unlike many companies, it’s a function of time before Apple wins the…
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Apple
Gene Munster
Apple’s Beating Intel at Its Own Game
Hidden beneath Apple’s Mac announcements at its Unleashed event was progress the company has seen in making chips. Five years ago, the thought of Apple designing a chip that competed or exceeded Intel specs was farfetched. While there is room…
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Apple
Doug Clinton
Gender and Race Don’t Matter in the Metaverse
This piece was originally published on Doug’s Substack, Uncomfortable Profit. Any idea that touches gender or race is uncomfortable. It’s easy to devolve into political and ideological beliefs when you talk about the most powerful components of personal identity. But…
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Blockchain
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Contrarian Mindset
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Cryptocurrency
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Twitter
Gene Munster
AirPods Stealth Potential in Health
Apple will likely announce new AirPods next week, which will be a small step for a much bigger hearables vision. We got another data point this week suggesting it’s a matter of when, not if, valuable health features will arrive on…
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Apple
Gene Munster
Thinking Apple Watch for this Holiday? Better Order Soon
Apple Watch Series 7 deliveries begin on Friday, October 15. The initial batch of Watches will be limited to consumers who pre-ordered a week ago. If you missed the pre-order window, get ready to wait. Our survey of Watch Series 7…
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Apple
Gene Munster
Food Delivery Still Expensive Despite Promos
Pandemic or not, food delivery is here to stay. While gross order value and revenue growth rates for Uber Eats and Doordash will decline from an average of 91% y/y in June to 48% y/y in September, the segment still…
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Markets
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Uber
Gene Munster
Tesla’s September Delivery Numbers Keep Getting Better
Tesla’s September quarter finished with a familiar drumbeat, which is that based on the EV opportunity alone, Tesla is a true growth story. This dynamic is worth calling out because the company’s long-term growth story transcends EVs and will eventually…
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Tesla
Gene Munster
Facebook’s Dedication to Building the Metaverse is Undeniable
Earlier this week, Facebook announced that Andrew Bosworth, the current head of Facebook Reality Labs (hardware and VR division), will become the company’s CTO, reporting directly to Mark Zuckerberg. Bosworth will replace Mike Schroepfer, who is moving to a senior…
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Augmented Reality
,
Meta
,
Virtual Reality
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