Gene MunsterFirst Take: Senate HearingRegardless of the nature of the hearing, an appearance on Capitol Hill to testify before Congress constitutes a brand hit to Twitter, Facebook, and Google. Notably (and rightfully), Apple has avoided the conversation. In our view, this is a direct result…Read more Apple, Google , Meta
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 Acquires AR Glasses TechnologyReuters is reporting Apple has acquired Akonia Holographics, maker of transparent displays for AR glasses. Akonia Holographics complements Apple’s 2017 acquisition of SensoMotoric and its 2013 acquisition of PrimeSense. Apple is committed to AR, both on the iPhone today and…Read more Apple, Augmented Reality
Gene MunsterApple + Tesla Is a Fairy Tale with a TwistThe roller coaster surrounding Elon Musk’s failed effort to take Tesla private resurfaced the topic of Apple buying Tesla. If Tesla successfully turns the corner to profitability, the combination of the two companies is nothing more than a fairy tale,…Read more Apple, Autonomous Vehicles , Tesla
Gene MunsterFew Ways Around App Store, More Around Google PlayNetflix and Spotify are testing ways to avoid paying Apple for new in-app subscription purchases by forcing customers to visit mobile sites for subscription sign-ups. Given this only affects new subscriptions, the financial impact on Apple will be de minimis…Read more Apple, Google
Gene MunsterApple as a Service Inching Shares HigherApple's investment paradigm is shifting, as evidenced by the stock’s recent, steady rise. Shares are up 13% since Apple reported earnings on July 31st (6% on the report and 7% in the 14 trading days since). — Deepwater Asset Management…Read more Apple
Gene Munster, Doug ClintonElon Musk: Managing the Weight of SuccessTSLA is down ~8% following an NYTimes article about Elon Musk. Investors are likely most concerned about Musk’s overall mindset and burn out in addition to the use of Ambien and possibly other drugs. The article is an interesting insight into…Read more Tesla
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, Austin BohligFood Safety, Sustainability and Frontier Tech Leading an Evolution in AgricultureDue to advancements in technology, as well as consumers’ growing appetite for locally grown leafy greens and vegetables that are both high in nutritional value and come with improved taste, an evolution is underway in the agriculture space. This is…Read more Artificial Intelligence, Robotics
Gene MunsterApple Pay Increasingly Central to iPhoneThere’s hope for the digital wallet. Despite 5 plus years of announcements from Google, Samsung, PayPal, Venmo, Square, Stripe, and Apple advancing the digital wallet theme, we believe less than 20% of global smartphone users actually use their phone as a…Read more Apple