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Augmented Reality
Gene Munster
Apple Will Become The Leading AR Platform Over Night
Here’s our take on the most important announcements from Apple’s WWDC 2017 keynote event: New AR Developer Tools. ARKit is the single most important announcement from today’s keynote, enhancing iOS 11 devices for augmented reality. ARKit instantly creates a multi-100m user base…
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Apple
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Artificial Intelligence
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Augmented Reality
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Virtual Reality
Gene Munster
WWDC 2017 Preview
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Apple
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Artificial Intelligence
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Augmented Reality
Andrew Murphy
The Future of Retail
It’s no secret that online retail is slowly killing offline retail. In Q4 2016, 8.3% of total US retail sales were online (about $103 billion), up from 5.1% just five years ago (about $53 billion). Offline sales were 91.7% of…
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Amazon
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Artificial Intelligence
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Audio
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Augmented Reality
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Virtual Reality
Gene Munster
Why Apple Deserves a Trillion-Dollar Valuation
Apple’s market cap crossed $800 billion for the first time two weeks ago. Not long ago, we predicted that Apple would be the world’s first trillion-dollar company. We’ve had ups and downs since then, but now we’re closer than ever.
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Apple
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Augmented Reality
Gene Munster
Snap’s Pain is AR’s Gain
On Wednesday, Snap reported earnings for the first time. Most investors saw Snap’s results as a disappointment, primarily because they missed on revenue and didn’t meet DAU expectations. Investors expected Snapchat to reach about 168 million DAUs, but they only…
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Augmented Reality
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Meta
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Snapchat
Gene Munster
Feedback Loup: Snapchat Announces Diminished Reality
On Tuesday, Snapchat rolled out new features to its platform, including an infinite snap timer, looped videos, emoji drawing, and a magic eraser. With the new snap timer and looped videos, recipients will now be able to see a picture…
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Augmented Reality
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Feedback Loup
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Snapchat
Doug Clinton
Facebook Planting A Flag In AR
Facebook reported Q1 earnings last night and briefly discussed its augmented reality and virtual reality efforts on the call. Following the trend of F8 last month, CEO Mark Zuckerberg spent more time talking about augmented reality than virtual reality. Zuckerberg…
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Augmented Reality
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Meta
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Virtual Reality
Gene Munster
Apple Results Reinforce Importance of AR
Apple reported Mar-17 quarterly results below Wall Street – and Loup Ventures’ – expectations. Judging by the mild negative reaction of the stock in after-market trading, it appears that investors are focused on the coming iPhone X product cycle and beyond.…
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Apple
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Augmented Reality
Gene Munster
Apple Results & Guidance a Non-Event; Clear Sailing to iPhone X
Expect Slight Upside In Mar-17 From Easy Comps and Typical Conservative Guidance for Jun-17. Apple reports Mar-17 quarterly results tomorrow, May 2nd. Despite shares at an all time high, investor optimism for an iPhone X super cycle this fall remains…
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Apple
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Augmented Reality
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News
Andrew Murphy
Facebook Pushes Further Into AR
In an interview with Recode following Facebook’s F8 conference, Mark Zuckerberg laid out his rationale for Facebook’s big bet on augmented reality:
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Augmented Reality
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Meta
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Virtual Reality
Doug Clinton
Apple’s Glucose Monitor Better Delivered via AirPods Than the Watch
Media reports suggest Apple is aggressively pursuing the creation of a non-invasive blood glucose monitor. The most obvious device to leverage this monitor may seem to be the Apple Watch; however, as we wrote two weeks ago, we think that,…
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Augmented Reality
Loup Ventures
Don’t Miss the Importance of Diminished Reality
Written by guest author Lindsay Boyajian, CMO at Augment Pairing augmented reality with diminished reality provides a superior visual experience and could help grow the AR market.
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Augmented Reality
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Virtual Reality
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