Gene MunsteriPhone Frictionless Upgrade a Subtle Example of Apple as a ServiceThis weekend, Loup Ventures purchased two new iPhones (Xs and Max) and an Apple Watch. We found it impressively easy to move data, settings, and passwords to the new devices. The migration uses a combination of iOS, iCloud, and App…Read more Apple
Gene Munster, Will ThompsoniPhone Launch Takeaway: Xs Max Demand Exceeds Historical Plus DemandWe surveyed 50 customers outside of 5 U.S. Apple stores this morning. Notably, there were 406 people in line at New York’s 5th Avenue store, compared to 821 for the iPhone X and 293 for the iPhone 8. Interest in…Read more Apple
Doug Clinton, Steve Van SlounMajor Publishers Can Learn from Fortnite’s Monetization ModelFortnite surpassed the $1B mark for total revenue in July by employing a unique monetization model compared to typical franchise games. Instead of selling its game for an upfront fee, Epic Games, the publisher of Fortnite, gives the game away…Read more Gaming
Gene Munster, Will Thompson, Andrew MurphyiPhone Lead Times: Peeling Back the LayersAt 3:00 AM ET today, Apple began taking preorders for iPhone Xs, Xs Max, and Apple Watch. Compared to last year’s iPhone X launch, lead times were, on average, 68% shorter for the iPhone Xs, and 43% shorter for the…Read more Apple
Gene Munster, Will ThompsonApple Event: Refining Products and Exercising Pricing PowerApple continues to push the boundary of consumer tech by refining and improving their products with today’s updates to the iPhone and Apple Watch. These improvements drive customer loyalty that creates revenue predictability and should result in higher ASPs, supporting…Read more Apple, Augmented Reality
Gene MunsterApple Event First Take: Pricing Tier Mastery Will Drive ASPsWhile the Apple event went largely as expected, the new iPhone lineup should provide upside to both iPhone units and ASPs over the next year. Apple, once again, has shown their mastery of pricing tiers, which will extract more revenue per…Read more Apple
Gene Munster, Doug ClintonA Moment of Truth for Tesla and Its BoardIf Tesla doesn’t make some changes, starting with the board, it could spell the end for the company. We believe in Tesla and its mission. We want the company to be successful, but Elon Musk‘s increasingly disturbing actions have brought the…Read more Tesla
Gene MunsterApple Won’t Be Materially Impacted by Trump Manufacturing PressureIn a Friday filing with the U.S. Trade Representative, Apple outlined how proposed U.S. tariffs on $200 billion of Chinese goods would impact Apple Watch, AirPods, Beats, and other smaller product lines. While Apple does not break out the contribution…Read more Apple
Gene MunsterElon’s Actions Are Making It Harder to Support TeslaElon’s actions are making it harder and harder to support Tesla as a company. His actions directly affect Tesla’s share price because Elon is Tesla. That said, we still believe there is more upside to shares. A Few Takeaways Big picture:…Read more Tesla
Gene MunsterInvesting in StreemWe’re investing in Streem as a play on augmented reality transforming human interaction. Streem focuses on the future of collaboration, diagnosis, and data capture between consumers, professionals, and manufacturers. Streem offers a subscription-based smartphone app that allows consumers and pros to communicate in…Read more Augmented Reality, Startup , Venture Portfolio
