Wearables

Gene Munster, Andrew Murphy, Doug Clinton

Loup TV 126: Apple’s Headset Delay Is Only a Bump in the Road

Gene, Andrew and Doug discuss Bloomberg reporting that Apple’s MR headset debut will be shifted from June to later in 2022. Takeaways: It looks like we’re going to be wrong on our recent prediction that Apple will show its MR…
1-Minute Read
Apple, Augmented Reality , Deepwater TV , Themes , Virtual Reality , Wearables
Gene Munster

Loup TV 085: Your Thoughts Can Control Hardware

Gene is joined by Dr. Ramses Alcaide, founder of Neurable, to discuss brain-computer interfaces, including the company’s new smart headphones.
0-Minute Read
Deepwater TV, Portfolio Company , Wearables
Loup Ventures

2020 Loup Holiday Gift Guide

Apple Watch SE | $279 | Everything you need in a wearable. Storage Containers | $11 | Organize all of your cables. Brrrn Board | $299 | Get a killer at-home workout. Branch Basics Starter Kit | $59 | Everything…
1-Minute Read
Amazon, Apple , Gaming , Tesla , Wearables
Gene Munster, Andrew Murphy

Apple’s Design Advantage

As the iPod went mainstream, Apple’s EarPods became a fashion symbol in subways, gyms and on sidewalks around the world. EarPods were a visible sign of Apple’s growing influence in the early 2000s. We even ran an informal survey on…
2-Minute Read
Apple, Wearables
Gene Munster

Apple Strengthens Its Case for a Higher Multiple

Apple’s December results strengthen the case that the company deserves a higher earnings multiple. There are currently two conventional investor views on Apple’s valuation: First, while Services have diversified the company’s business, Apple is still a “supercycle” boom and bust…
3-Minute Read
Apple, Wearables
Loup Ventures

Loup Ventures’ 2020 Tech Predictions

1. Apple Will Be the Best Performing FAANG Stock in 2020 (by Gene Munster). There are five reasons why we believe Apple will be the top-performing FAANG stock in 2020. Easy iPhone comparables Continued growth in Apple Watch Five new…
7-Minute Read
Amazon, Apple , Augmented Reality , Lyft , Netflix , Tesla , Uber , Virtual Reality , Wearables
Gene Munster, Will Thompson

Wearables Model Supports Case for Years of Rapid Growth

We’re updating our Apple Wearables, Home, and Accessories model. This category includes two signature products, Apple Watch and AirPods. While Apple does not report details on those segments, the company has made 24 unique comments since Dec. 2014 related to…
2-Minute Read
Apple, Wearables
Andrew Murphy

AirPods Pro, Hearables, and the Future of Audio AR

We’ve written before about our thoughts on AirPods and “hearables” — ear-worn wearables for audio augmented reality: We believe audio as a UI is a key enabler of AR technology. AirPods may not be perfect, but they’ll get better, smarter,…
8-Minute Read
Amazon, Apple , Augmented Reality , Wearables
Gene Munster, Will Thompson

AirPods Pro Evidence of Apple’s Grander Vision for Wearables

Apple’s release of AirPods Pro signals the company’s grander ambitions for the AirPods family, beyond maintaining its position as the best-selling Bluetooth headset. AirPods Pro “transparency mode” adds to features like “Hey Siri” and “magic” device pairing to create a…
1-Minute Read
Apple, Wearables
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