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
Gene MunsterThe Rest of the Auto Industry Is in TroubleJune quarter deliveries are further evidence that Tesla has the auto industry backed into a corner. It’s becoming more and more difficult to envision a scenario in which legacy automakers will find a way to meaningful expand the small share…Read more Tesla
Gene MunsterLyft & Uber’s Autonomous Catch-22We’re updating our expectations on the timing of the initial availability of level 5 autonomy. Previously, we expected full autonomy to see limited availability between 2022 and 2025. We now expect most AV players to have limited availability of level…Read more Autonomous Vehicles, Lyft, Uber
Gene Munster, Andrew MurphyAdvancing What Only Apple Can DoApple’s WWDC20 event featured the typical annual software updates, disappointingly in-line with expectations. A closer look, however, makes it clear that the company is advancing capabilities within its ecosystem that only Apple can do. Apple is expanding the depth and…Read more Apple
Gene MunsterNew Competition Poses Limited Risk to Tesla’s US MarketshareTesla is now the world’s most valuable auto company. With a market cap of $185 billion Tesla edges slightly above Toyota’s $177 billion valuation, based in part on the company’s dominant market share of EVs in the US (about 80%). …Read more Autonomous Vehicles, Tesla
Gene MunsterBatteries Are a Big Deal, and Tesla Has an AdvantageSometime this year Tesla will host a Battery Day event, which has been postponed due to Covid-19. The battery is one of the four foundations for building the car of the future, along with the motor, the autonomous system, and…Read more Tesla
Gene MunsterWWDC20: Advancing Apple’s MissionApple has risen to the challenge of COVID-19 making WWDC 2020, which kicks off on Mon. June 22, entirely virtual and entirely free. Now, the company has an even more profound opportunity to double down on inclusivity. In our view,…Read more Apple
