Companies

Tesla reports June quarter results on Wednesday, July 22.  The most important take away from the earnings results will likely be the company turning a slight profit and achieving positive free cash flow. This would pave the way for Tesla…

Netflix shares are down 8% based on soft subscriber guidance for the September quarter. Keep in mind, even with the pullback, the company has gained $70B in market cap this year. Investors are entering what could be six quarters of…

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…

It’s unclear whether or not TikTok will be banned in the US. What’s more clear is that any ban would likely be temporary. By now you know that TikTok is a social media app owned and developed by the Chinese…

June quarter deliveries are further evidence that Tesla has the auto industry backed into a corner. It’s becoming more and more difficult to envision a scenario in which legacy automakers will find a way to meaningful expand the small share…

We’re updating our expectations on the timing of the initial availability of level 5 autonomy. Previously, we expected full autonomy to see limited availability between 2022 and 2025. We now expect most AV players to have limited availability of level…

Apple’s WWDC20 event featured the typical annual software updates, disappointingly in-line with expectations. A closer look, however, makes it clear that the company is advancing capabilities within its ecosystem that only Apple can do. Apple is expanding the depth and…

Tesla is now the world’s most valuable auto company. With a market cap of $185 billion Tesla edges slightly above Toyota’s $177 billion valuation, based in part on the company’s dominant market share of EVs in the US (about 80%). …

Sometime this year Tesla will host a Battery Day event, which has been postponed due to Covid-19. The battery is one of the four foundations for building the car of the future, along with the motor, the autonomous system, and…

With a global pandemic keeping people at home, gaming has seen tremendous growth over the past few months. Unity recently highlighted COVID-19’s impact on the gaming industry through a report that explored 19 takeaways from the pandemic. As a powerful…

Apple has risen to the challenge of COVID-19 making WWDC 2020, which kicks off on Mon. June 22, entirely virtual and entirely free. Now, the company has an even more profound opportunity to double down on inclusivity. In our view,…

While interpreting lead times is not a science, it still provides useful insights. We’ve been tracking lead times of iPhones and AirPods in 13 countries since mid-February 2020. As of mid-June, Apple’s supply chain and production appears to have returned…