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
Gene Munster, Will ThompsonTesla Is Crushing the Auto IndustryThis year is going to be ugly for the auto industry, and Tesla is showing signs that it has a powerful demand advantage over its competitors. March quarter delivery numbers were up 40% year over year to 88.4k compared to…Read more Tesla
Loup VenturesMobility as a Service Isn’t an App, It’s a SystemWritten by guest author Kenny Fennell. Kenny is a consultant with WSP’s New Mobility Group. His work focuses on emerging mobility pilots, policy, and planning. Prior to this role, he worked in the City of Detroit’s Office of Mobility Innovation. Views…Read more Themes
Gene MunsterWhen Fremont Gets Shut Down, Tesla Will SurviveUpdate: as of Wednesday, March 18th, Tesla is continuing operations at Fremont, we believe at about 25% capacity. We continue to believe that the company will eventually have to shut down the factory altogether apart from “minimum basic operations” to…Read more Tesla
Gene MunsterSome Key Apple Products Showing Improved SupplyWe’ve been tracking lead times of four key Apple products in 13 countries since mid-February 2020 and recently found supply has improved over the past two weeks. Recent Changes to Availability iPhone (~52% of revenue) supply, as measured by the…Read more Apple
Gene Munster, Will ThompsonGigafactory Location Represents a Profitability Lever for TeslaAfter Elon Musk tweeted that Tesla is currently scouting locations for a Cybertruck/Model Y Gigafactory, we began exploring the potential impact of Tesla producing cars in locations outside of Fremont, CA. As expected, we found that diversifying manufacturing locations is…Read more Tesla
Gene MunsterKey Apple Products Showing Modest Tightening of SupplyIn the midst of reports that Apple’s supply chain is set to resume production, we’re reminded the Coronavirus impact will likely affect the June quarter and potentially beyond. That said, we continue to believe this storm will pass, and Apple…Read more Apple
Gene MunsterA Nautical Metaphor for Weary InvestorsAs the health impact of the coronavirus continues to mount, the economic impact is increasingly apparent. The lives of the people affected by the virus are the primary concern, but understanding its impact on the global economy is also an…Read more Apple, Google, Microsoft
