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
Andrew MurphyGoogle I/O: The Pendulum SwingsThe pendulum has swung. Perhaps this is a product of being 10+ years into the smartphone cycle. In the past, we walked away from developer conferences with lots of new products and features. Now, there is a greater focus on privacy, user…Read more Artificial Intelligence, Google
Doug ClintonAll Technology Is Good and EvilThe core insight of science fiction is that all technologies live on a spectrum of good and evil, useful and harmful, and our perception of their place on that spectrum vacillates over time. It’s a truth that we've long known…Read more Artificial Intelligence, Audio , Augmented Reality , Autonomous Vehicles , Virtual Reality
Gene MunsterTesla: Hard to See the Forest Through the TreesTesla reported its Mar-18 quarterly results after the market closed on Wednesday and it’s clear that investors are having trouble seeing the forest through the trees. The company maintained its previous target of exiting the Jun-18 quarter at a run…Read more Tesla
Gene MunsterTrifecta: Stable Device Base, Growing Services, and BuybacksShares of AAPL were up ~4% in the aftermarket because investors had been expecting below-consensus guidance, but the company guided in line to slight upside for the Jun-18 quarter. (revenue guidance of $51.5-$53.5B vs. the Street at $51.5B) The iPhone business…Read more Apple
Gene MunsterF8: Community & Privacy Tools, Putting the Hammer Down on VR & ARConclusion. This week we’re attending F8, Facebook’s annual developer conference. We have been down on the Facebook story given the negative effects it has on society (i.e. most people don’t feel better after being on Facebook) have recently outweighed the…Read more Augmented Reality, Meta , Virtual Reality
Andrew MurphySmart Glasses’ Near-Term Lose-Lose SituationEarlier today, Snap resurrected Spectacles with version 2 for $150 (up from $130). The updated Spectacles have a slightly sleeker design, the ability to take pictures, new colors, optional prescription lenses, and water resistance.Read more Augmented Reality, Snapchat
Gene MunsterApple Preview: Story Is Intact Despite Near-Term RiskApple reports on Tuesday, May 1st. Here’s what we expect: Modest risk (about 3%) to the Street’s Jun-18 revenue estimate based on negative comments from two suppliers. Jun-18 revenue guidance of $48-$51B vs. Street at $52.2B. The company to announce an…Read more Apple
Gene MunsterComforting Confirmation around Separation of Google’s Search and PrivacyGoogle reported Mar-18 results effectively in-line with the Street. The company does not provide guidance. Most notable on the earnings call was CEO Sundar Pichai’s comment that search (90% of Google’s revenue) relies heavily on keywords and less on private data,…Read more Artificial Intelligence, Autonomous Vehicles , Google
Andrew MurphyTransformations: Wrapping an Old Fish in a Piece of Paper Called ChangeWritten by guest author Carlos Castelán with Andrew Murphy. Carlos is Managing Director of The Navio Group. Note: size of bubble represents FY 2017 company revenue In recent years, companies in the retail and consumer goods space have touted “business…Read more Amazon, Retail
