Gene Munster, Will ThompsonAAPL Preview: Services & Capital Return Offset 2019 iPhone DeclinesApple will report Mar-19 earnings after market close on Tuesday, April 30th. We continue to believe that Apple will be the best performing FAANG stock in 2019. Here are our thoughts going into Tuesday. Bottom line: Strength of Services is…Read more Apple
Gene Munster, Will ThompsonTesla Signals Move to De-Risk BusinessTesla reported first-quarter 2019 results. Here are the incremental changes: The company gave strong indications that they will raise money in the coming months. We believe raising money (debt or equity) would effectively de-risk the story, given the company’s current…Read more Autonomous Vehicles, Tesla
Gene Munster, Will ThompsonTesla’s Compelling Approach to AutonomyWe left Tesla’s Autonomy Investor Day feeling more optimistic about the company’s long-term prospects. Our takeaways from the event: We are more comfortable with Tesla’s camera-based (non-LiDAR) approach to autonomy. If correct, this approach could actually be preferred (safer, more…Read more Autonomous Vehicles, Tesla
Gene Munster, Will ThompsonRidesharing Survey Shows Room to Grow and Weak Brand AllegianceAs we consider the future of transportation and the role that ridesharing will play, we want to better understand how consumers of these services use and think about them. To that end, we recently surveyed 450 US consumers about their…Read more Lyft, Ridesharing, Uber
Gene Munster, Pat BocchicchioThe State of VR in 2019Virtual reality’s mainstream adoption and tremendous impact on humanity is coming. How long it will take and who the winners and losers will be widely disputed, but it’s hard to deny the potential of a tool that has the power…Read more Meta, Microsoft, Virtual Reality
Andrew MurphyFrontier Tech Tracker: Q1 2019This piece marks the first in a quarterly series to track the progress of frontier tech, as measured by the Loup Frontier Tech Index. The index tracks the performance of publicly-traded companies that influence the future of technology including AI,…Read more Artificial Intelligence, Augmented Reality, Autonomous Vehicles, Frontier Tech, Index, iRobot, Robotics, Tesla
Gene MunsterTesla’s Blitzscaling Efforts ContinueTesla recently published “An Update to Our Vehicle Lineup” on the company blog, making several tweaks to the Model 3 product line. Tesla is embracing the characteristics of blitzscaling — a net positive for the company. Autopilot will now come…Read more Autonomous Vehicles, Tesla, Themes
Gene MunsterAT&T’s 5GE Is Largely Marketing HypeAT&T recently rolled out a limited 5G Evolution (5GE) network in Minneapolis in combination with its sponsorship of the Final Four. We tested the network and found only modest improvements in network speeds. Given AT&T’s 5GE marketing hype, we’re disappointed…Read more Artificial Intelligence, Augmented Reality, Autonomous Vehicles
Gene Munster, Will ThompsonApple’s Brand Promise Extends to the WalletApple’s brand promise is a secret weapon. The company’s brand has long stood for ease of use, quality, attention to detail, and simplicity. Their brand promise, in turn, has always been that “it just works.” Increasingly, Apple’s message focuses on…Read more Apple
Gene Munster, Will ThompsonTesla Deliveries: Underlying Demand Is All That MattersTesla announced first quarter 2019 production and delivery numbers on Wednesday evening. Here are our key takeaways: As expected, logistics difficulties in China and Europe caused a miss on deliveries. Tesla delivered 63k total vehicles vs Street expectations of 75k.…Read more Tesla
