Gene MunsterAnother Negative Data Point for Traditional AutoTesla delivered 139,300 vehicles (up 43% y/y) and produced 145,036 vehicles (up 51%) in the most recent September quarter. As a reminder, the company’s 2020 delivery target is 500k vehicles, which would imply 181k deliveries in the December quarter. We…Read more Tesla
Gene MunsterNot All 5G Is Created EqualOver the next decade, we believe 5G will be a transformative force because it will allow users to leverage data in the cloud for real-time computing, opening the door for an array of new technologies and businesses. That said, not…Read more Future
Gene MunsterAmazon Pushes Further Into the HomeAt its virtual product launch event, Amazon unveiled more than a dozen new or updated hardware/service offerings. While Alexa remains the cornerstone of Amazon’s hardware strategy, the event emphasized the company’s increasing ambitions around security and gaming. Seven of the…Read more Amazon
Gene MunsterVertical Integration Is Tesla’s AdvantageTesla shares traded down about 7% following Battery Day. That shouldn’t be a surprise, as the stock’s vertical move over the past year sets the stage for investors to expect immediate results. What they got instead was a 3-year plan.…Read more Autonomous Vehicles, Tesla
Gene MunsterTesla Is Becoming an Energy CompanyWe expect two key takeaways from tomorrow’s Battery Day. First, the company will frame in how to it expects to ramp vehicle production from 500k per year to 15m per year in the next decade. Second, Battery Day should show…Read more Tesla
Gene MunsterTesla on Path to Address Half of US Auto Market by 2022Elon Musk has said September 22 will be “one of the most exciting days in Tesla history,” with the company expected to unveil developments around their battery technology, among other things. The updates from Battery Day will likely soften some…Read more Tesla
Doug Clinton, Steve Van SlounUnity: The Next Great Creative Software CompanyEarlier today, Unity began trading post its IPO. We sent the following memo to our limited partners to detail our excitement about Unity’s prospects over the long term. Unity may be the next great creative software company. As the company…Read more Augmented Reality, Gaming, Unity, Virtual Reality
Gene Munster‘Time Flies’ Event Highlights Apple’s Upsell MasteryToday’s virtual event showed that Apple continues to execute design and product rollout with excellence despite the pandemic. As outlined by Tim Cook’s comments, today’s announcements are representative of Apple’s mission of “making the world’s best products and enriching people’s…Read more Apple
Gene MunsterAbout One-Third of Apple’s Revenue to Be Upgraded This FallApple will host a virtual event on Sept. 15. We expect the company to launch a new Apple Watch and the next generation iPad Air. Next month, the company will likely host a second event to unveil their lineup of 5G…Read more Apple
Gene MunsterApple Music in Stride Amid Company’s Shift to BundlingAt the upcoming fall iPhone event, Apple is expected to announce service bundles which will include combinations of Apple Music, Apple TV+, Apple News+, and iCloud. The company’s ability to promote its own services within its existing hardware-software ecosystem represents…Read more Apple
