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Doug Clinton, Steve Van Sloun
Fortnite Responds Aggressively to Apex Legends
Yesterday, Fortnite made an aggressive move in hopes of re-engaging its player base. Save your V-Bucks, this one’s on us. Everyone who completes 13 free Overtime Challenges by February 27 will receive the upcoming Season 8 Battle Pass for FREE!…
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Gaming
Gene Munster, Steve Van Sloun
Nvidia: FY20 Outlook Too Aggressive
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…
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Artificial Intelligence
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Cryptocurrency
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Gaming
,
Nvidia
Doug Clinton, Pat Bocchicchio, Steve Van Sloun
Wall Street Is Wrong About Apex Legends
It’s been a rough six months for video game publishers. Shares of Activision Blizzard (ATVI), Take-Two Interactive (TTWO), and Electronic Arts (EA) have each fallen more than 25%. However, after last Wednesday’s earnings misses and weak guidance that sent the…
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Gaming
Doug Clinton
A Conversation on Tech Addiction with Sean Higgins Part 1
Sean Higgins is the founder and CEO of BetterYou, a product that “nudges” you to make better decisions and work toward your goals. He is also an entrepreneur in residence at Techstars, a partner at Router Ventures, and previously founded…
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Loup Ventures Podcast
,
Tech Addiction
Gene Munster, Andrew Murphy
Apple Makes a Change in AR Leadership
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…
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Apple
,
Augmented Reality
Doug Clinton, Steve Van Sloun
Blizzard Moves Closer to Making Overwatch Free-To-Play
A little over a week ago, Blizzard permanently reduced the price of its popular title Overwatch. The standard version of the game now costs $19.99 from the prior $39.99 and the legendary version has dropped to $39.99 from $59.99. Blizzard…
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Gaming
Gene Munster, Pat Bocchicchio
Lyft Is Showing Us the Future of Augmented Reality
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…
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Apple
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Artificial Intelligence
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Augmented Reality
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Google
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Meta
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Microsoft
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Snapchat
Gene Munster, Andrew Murphy
Apple Retail’s Leadership Change
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…
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Apple
,
Retail
Gene Munster, Steve Van Sloun
Google Will Remain Oxygen of the Internet
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…
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Artificial Intelligence
,
Google
Doug Clinton, Steve Van Sloun, Pat Bocchicchio
Fortnite x Marshmello Concert Teases the Future of Play
On Saturday, popular electronic dance music (EDM) artist Marshmello performed a live 10-minute set on Fortnite, the free-to-play game that continues to transform the gaming space. Here’s our favorite video and here’s Marshmello’s video. In our view, the concert is a great example of…
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Future
,
Gaming
,
Virtual Reality
Gene Munster, Will Thompson
Tesla Results Reduce Systemic Risk
Tesla reported Dec-18 mixed results, beating revenue but missing earnings. Shares are down 4% after hours, reacting mostly to news of CFO Deepak Ahuja leaving the company. Bottom line: the company’s fundamentals are trending in the right direction, and the list…
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Autonomous Vehicles
,
Tesla
Gene Munster, Will Thompson
Facebook Back to Business
Facebook shares are up ~11% after hours as the company showed users and advertisers have not gone anywhere despite 2018’s privacy backlash. Strong average revenue per user (ARPU) growth shows Facebook is getting better at monetizing its massive user base…
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Meta
,
Virtual Reality
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