Companies

About a year ago, Apple announced its Spatial Audio format, which is similar to Dolby Atmos and Sony’s 3D audio. All three approaches offer a more immersive listening experience compared to surround sound, allowing artists to mix music so the…

Over the past two months we’ve published notes exploring the mechanics, importance, and credibility of the Zestimate. For an additional perspective, we surveyed 167 US homeowners to get their perspective. Bottom line: 56% of respondents viewed the Zestimate as credible,…

Apple shares have drifted lower following its record March quarter in which the company grew revenue 54% and delivered one of the best quarter beats in recent memory. Setting aside the current rotation out of tech, the key question exiting…

Opendoor reported March results with revenue 20% above the Street and raised June guidance 15% above consensus. The company sold 2,462 homes in the quarter, versus Street expectations around 2,140. The results are confirming that the iBuying theme is real,…

Gene is joined by Enjoy founder and CEO Ron Johnson, to discuss the once in every 25-year retail paradigm shift to commerce at home, along with Enjoy’s business model and long-term growth opportunity. Enjoy, a Loup portfolio company, is going public via a…

Zillow’s March results reveal the near-term business is doing better than planned, and the long-term opportunity is intact. That said, the timing of getting the iBuying flywheel up to speed is lumpy. This lumpiness comes in the form of an…

Every 25 years there’s a paradigm shift in retail. The last was ecommerce in 2000, preceded by bigbox retailers in the 80s, and shopping malls in the 50s. We believe retail is on the cusp of its next paradigm shift:…

Apple reported March quarter results with revenue 16% above the Street. While growth rates will fluctuate, Apple will remain a growth story for the foreseeable future. The company will benefit from a multiyear 5G cycle, an accelerating digital transformation driving…

Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to discuss the company’s latest quarter, 2021 delivery expectations, along with the timing and safety of full FSD.

Apple will report March quarter results on Wednesday, April 28th. We expect fractional upside to March consensus revenue growth estimates of 31% y/y. The numbers will continue to have noise for three reasons: favorable comps, some iPhone demand was not…

March deliveries, earnings, gross margin and outlook all represent a step forward for Tesla. The big picture is the shift to EVs, autonomy, and renewable energy will take longer than most think but in the end will be more transformative…

At long last, Apple unveiled AirTags at its Spring Loaded event. AirTags are small attachable Bluetooth devices that help keep track of items. We believe AirTags have the potential to be a sleeper hit with consumers and surprise investors over…