Gene Munster, Andrew MurphyApple’s Design AdvantageAs the iPod went mainstream, Apple’s EarPods became a fashion symbol in subways, gyms and on sidewalks around the world. EarPods were a visible sign of Apple’s growing influence in the early 2000s. We even ran an informal survey on…Read more Apple, Wearables
Doug Clinton, Steve Van SlounA Mental Model for Publishing a Successful GameRiot Games just gave a class on what a game release should look like. On April 7th, Riot (known for League of Legends) released a private beta for its latest title, Valorant, a 5v5 first-person shooter set to fully launch…Read more Gaming
Gene Munster, Will ThompsonApple Is Leading for the Long-TermConclusion: Apple was the most at-risk large US tech company for reporting a disappointing March quarter due to the company’s hardware businesses and exposure to China. Given these headwinds, reporting 1% revenue growth is a win and is representative of…Read more Apple
Gene Munster, Will ThompsonTesla’s 2020 Remains a Wildcard, but Margins Are EncouragingThis is the third consecutive quarter of favorable results that support Tesla having an outsized opportunity to play a key role in the future of mobility. As a reminder, there is typically a four-week lag between Tesla announcing deliveries and…Read more Tesla
Gene MunsterTesla Preview: Near-Term Headwinds, Long-Term TailwindsTesla will report March quarter results this Wednesday, April 29. Earlier this month, Tesla released March quarter deliveries of 88.4k vehicles, up 40% year over year compared to the US auto industry (limited comparison) down 29%. We see three areas…Read more Tesla
Doug Clinton, Steve Van SlounUnity Developer Survey Hints at Key Advantages of PlatformAs part of our ongoing work on game development software, we surveyed 24 Unity developers to better understand how they use the product. Given the small sample size, we view the data as directional rather than definitive but were left…Read more Gaming, Unity
Doug Clinton, Steve Van SlounCOVID’s Impact on Next-Gen Console SalesConsole sales have been up through the month of March as most of the world has been in lockdown, according to GSD. The Nintendo Switch, which had previously sold over 40 million units through the end of 2019, has been…Read more Gaming, Microsoft
Gene MunsterLand with iPhone SE, Expand into Wearables & ServicesThe new iPhone SE value proposition will fractionally expand iPhone market share, which has hovered in the high teens for the past four years. More importantly, in the hands of new first-time Apple customers, the company will have new opportunities…Read more Apple
Gene Munster, Will ThompsonForecasting Is Futile, but Apple’s Future Is BrightToday we’re making changes to our Apple model. While the fallout from coronavirus is impossible to estimate, we believe Apple will be well-positioned when we turn the corner. Bottom line: Apple investors should rest easy. As long-term investors, we seek…Read more Apple
Doug Clinton, Steve Van SlounGame Development Software: Picks and Shovels for the 3D RushGaming is an undeniable long-term growth opportunity. Games like Fortnite have become a growing part of pop culture, game streamers are taking young audiences away from mainstream and YouTube content, and esports has emerged as an exciting way for gaming…Read more Augmented Reality, Gaming, Unity, Virtual Reality
