Gene MunsterApple Is the Cornerstone of a New Digital TransformationTo some, the move in shares of AAPL over the past four months (+85%) may appear unsustainable. While there will undoubtedly be price fluctuations in the near term, we believe there is 50%+ upside to AAPL shares over the next…Read more Apple
Gene MunsterZeno’s Paradox Illustrates Traditional Automakers Are in a Tight SpotZeno was a 5th century B.C. Greek philosopher known for his riddles and paradoxes. One of his most famous paradoxes imagines a foot race between the speedy Achilles and a tortoise. The tortoise begins the race with a head start.…Read more Autonomous Vehicles, Tesla
Gene MunsterApple to $2 Trillion and BeyondApple’s market cap hit $2 trillion. The milestone is an opportunity for us to look back and look forward. The company has executed beyond our wildest dreams when we started covering Apple in 2004. More importantly, we believe the company’s…Read more Apple
Gene Munster, Steve Van SlounEpic Games and Apple Meet Fork in the RoadEpic Games has filed a lawsuit against Apple over its App Store policies. Alongside the lawsuit, the company released a video on YouTube and inside of Fortnite titled “Nineteen Eighty-Fortnite” where they call their users to action to “stop 2020…Read more Apple, Gaming
Gene MunsterApple Service Bundle Begs the Question, Is a Hardware Bundle Next?Bloomberg reported that Apple will announce three monthly service bundles that will include variations of Apple Music, Apple TV+, Apple News +, and iCloud sometime in October. Separately, the report indicated a new Apple fitness service will be revealed this…Read more Apple
Gene MunsterApple Is Poised to Reaccelerate and Sustain GrowthWe were expecting the Apple’s June quarter numbers to be noisy, magnified by the pandemic. We were wrong. Apple’s June quarter results clearly outpaced expectations on iPhone, Mac, and iPad (67% of revenue). The numbers reveal a company that is…Read more Apple
Gene MunsterApple June Quarter Preview: Building Confidence That Growth Will ReturnApple will report June quarter results on Thursday, July 30th. The June quarter will be messy for all companies, including Apple, with revenue and earnings likely down around 10% y/y. While the numbers will be noisy—magnified by the fact that…Read more Apple
Gene MunsterTesla Is Following Amazon’s PlaybookTesla’s profitable June quarter and likely addition to the S&P 500 will be the central takeaway from its most recent earnings report—and a long-awaited acknowledgment from the investment community that Tesla will survive. That said, we believe the most important…Read more Tesla
Gene MunsterTesla Preview: Eyeing Profitability & Positive Free Cash FlowTesla reports June quarter results on Wednesday, July 22. The most important take away from the earnings results will likely be the company turning a slight profit and achieving positive free cash flow. This would pave the way for Tesla…Read more Tesla
Loup VenturesMid-Year Update on Our 2020 PredictionsWe publish our annual predictions around New Year’s and, per tradition, do a mid-year check-in in July. Here’s how our predictions for 2020 are tracking: 1. Apple will be the best performing FAANG stock in 2020 (by Gene Munster) Mid-year…Read more Amazon, Apple, Google, Meta, Netflix, Tesla, Uber
