Companies

The 5G hype has already begun, but investors underappreciate the opportunity that it represents for most tech companies. Apple has four initiatives that will materially benefit from 5G: iPhone, augmented reality, healthcare, and autonomous vehicles. In our view, Apple will…

Tonight, the SEC asked a judge to hold Elon Musk in contempt for tweeting that Tesla would produce 500k cars in 2019. The message was not approved by the company beforehand, which is one of the conditions from Musk’s settlement with the SEC…

Microsoft, largely considered the market leader in augmented reality (AR) aka Mixed Reality (MR), announced the long-awaited successor to the HoloLens, the HoloLens 2. Here at Loup, we are firm believers in augmented reality as the next major computing platform…

Virtual reality (VR) is an exciting new technology with tremendous near and long term implications for society. While not mainstream yet, VR is on its way towards becoming the next major computing platform along with augmented reality. There are now…

Today, the Wall Street Journal is reporting that Apple will, later this year, launch an Apple-branded credit card in partnership with Goldman Sachs. While this may only add a fraction of a percent to revenue in the next five years,…

Yesterday, the Wall Street Journal published a report detailing changes to Apple’s senior management over the last year. We view these changes as positive because they position Apple for a new type of growth around Services and frontier technology. Since…

On Apple’s Dec-18 earnings call, we were given several incremental data points on the usage of Apple Pay. It may seem like an insignificant piece of the ecosystem, as it only represents a fraction of a percent of overall revenue,…

Shares of NVDA are trading up 5% after hours, as final results for Jan-19 were in-line with the disappointing pre-announcement. While we are believers in the Nvidia story and expect the company to be one of the more notable winners…

Apple has appointed longtime marketing leader Frank Casanova to Senior Director, Worldwide Product Marketing at Apple Augmented Reality, according to Casanova’s LinkedIn profile. Here’s our quick take: Apple remains committed to AR but is likely not satisfied with its AR marketing…

When a new generation of products and services are unveiled, it’s easy to get caught up in the novelty and advances of the underlying technology. We see it all the time at conventions like CES where LG displayed an array…

Angela Ahrendts, head of Apple Retail, is leaving the company in April after a five-year tenure. While we view Apple’s physical retail experience as the best in tech, there’s room for improvement. The Genius Bar is a victim of its…

Google shares traded off ~3% in after-hours trading as investors weighed the benefits of impressive revenue stability (essentially 21% in each of the past 12 quarters) against the prospect of increased costs related to mobile traffic acquisition and YouTube TV…