Gene MunsterCook’s Crisis Management SuperpowerTim Cook knows that the art of diplomacy is letting someone else have it your way. Recently, Elon Musk declared war on Apple over App Store fees and content moderation. In 2021, the company faced similar pressure in a case…Read more Apple, Tesla
Gene Munster, Steve Van SlounBattery 101: Battery Summit TakeawaysIn November, we attended the Piper Sandler Battery Summit. The event hosted 20 panelists in the battery world, from raw materials providers to cell manufacturers and downstream customers. Money managers are beginning to identify battery tech as a growth wave…Read more Redwood Materials, Tesla
2022 Loup Holiday Gift GuideLast year, we predicted a few items for this year’s gift guide: Nintendo 64 Classic Edition | $50 | We missed the mark – it did not ship. Quest Pro | $1,499 | We got the product right and the…Read more Themes
Gene MunsterElon Musk Will Always Be Tesla’s Technoking. So, Who Will Be Its Next CEO?Testimony at Elon Musk’s 2018 compensation trial revealed that the Tesla board has identified a potential successor for the role of CEO. This shouldn’t come as a surprise because it’s good corporate governance. Avoiding the discussion of succession plans would…Read more Tesla
Gene MunsterApple Is Slowly Diversifying Its Suppliers Outside of ChinaSince February, a key question related to Apple has been: What would happen to the company if tensions between the US and China deteriorated? The simple answer, of course, is that it would be negative. The goal of this note…Read more Apple
Gene MunsterApple’s Q4: Performance and Potential All-in-OneBig tech had a rough earnings season. The five mega-caps were down by an average of 12% after earnings. The sixth mega-cap—Apple—was the standout, with its shares trading flat following the company’s September results. The reasoning is that investors place…Read more Apple
Gene MunsterApple Flexes Its Subscription Pricing MuscleApple increased its subscription pricing for Apple One, Music and TV+ by an average by 16%. This should add an additional 1%, or $1B, to net income over the next year. The key assumption in my estimate is that 95%…Read more Apple
Gene MunsterBattery 101: The Chess Match Behind EV MetalsFor this third report in our “Battery 101” series, our goals are to outline the five most important metals used in lithium-ion battery chemistry, to identify the leaders in global production to date, and to share our outlook on the…Read more Redwood Materials, Themes
Gene MunsterTesla Earnings Hit a Bump in the RoadAfter missing delivery expectations by 4% earlier this month, Tesla reported a miss on September revenue expectations by 2%. Two negative points from a company that has made a habit of exceeding expectations over the past 2.5 years. TSLA shares…Read more Tesla
Gene MunsterMeta Anchors the Metaverse in the Future of WorkMeta Connect 2022 offered a clear roadmap of the company’s go-to-market metaverse vision. That vision is a departure from Meta’s roots in consumer-first social products and is anchored in the future of work. Targeting the enterprise is an advantageous approach…Read more Augmented Reality, Meta , Virtual Reality
