Gene Munster, Will ThompsonThe Foundational Apple Wearables ModelFor the first time, we’re publishing 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 22 unique comments since…Read more Apple
Gene MunsterWhy the Oculus Quest Marks a New Era for VRThe Oculus Quest, the virtual reality industry’s first all-in-one six degrees of freedom headset, was released last week and represents the first time VR has been given a chance to reach the masses. We had high expectations for the Quest…Read more Feedback Loup, Meta , Virtual Reality
Gene Munster, Will ThompsonWhat We Learned From CNBC’s Tim Cook InterviewHere are 6 things we learned from Tim Cook’s interview on CNBC with Jim Cramer: Expect “new services” this year. As we’ve predicted, and in-line with expectations, we expect Apple to launch a new, branded video streaming service in 2019. The service will…Read more Apple
Gene Munster, Will ThompsonApple’s Latest Reinvention: Apple as a ServiceApple’s recent decision to end unit reporting is evidence of Apple’s latest reinvention — into a services business. It will take time, but this change lays the groundwork for future AAPL multiple expansion. Six months ago we introduced our view…Read more Apple
Gene Munster, Will ThompsonOn AAPL’s Multiple: Trading at 50% OffThe Street’s obsession over iPhone units has distracted investors from the fundamentals and weighed heavily on AAPL’s multiple. The company’s recent decision to end the reporting of hardware unit numbers should help focus investors on what matters most: revenue and…Read more Apple
Gene MunsteriPhone Xr Lead Times Short but Remain OptimisticApple began taking preorders for the iPhone Xr on Friday at 3 a.m. ET. Between then and noon ET, we measured online lead times for delivery 9 times. The following are our takeaways: We were surprised to see that lead…Read more Apple
Gene Munster, Andrew MurphyFirst Take: Apple’s Gather Round Event on Sept. 12thApple sent out invitations to its annual fall gathering to announce new iPhones. Historically, they have also used this event to set the iPad, iPod, and other product lineups for the holiday shopping season. Here’s what we expect: Three new…Read more Apple
Gene MunsterApple Retail’s Mission: Embodied ValuesWe’ve recently studied Apple retail and believe it is an underappreciated competitive advantage. No other tech company has Apple’s base of 65,000 retail employees delivering face to face advice, support, and experiences. Microsoft comes in second with about 6,000 retail…Read more Apple, Retail
Gene Munster$1,000,000,000,000 and BeyondToday Apple became the first U.S. company in history to reach a $1 trillion market cap. What it tells us: In the long run doing the right thing is rewarded. Focus on one product, perfect it, protect user privacy, practice supplier…Read more Apple, Artificial Intelligence , Augmented Reality , Autonomous Vehicles
Gene MunsterAAPL’s Paradigm ShiftWe’re entering a new paradigm related to investing in Apple defined by 4 key themes that we call ‘Apple as a Service.’ Greater visibility in the iPhone business (62% of revenue), albeit at a 0-5% growth rate. This stability is…Read more Apple, Autonomous Vehicles
