Gene MunsterVW Opens the Door for EV StartupsIn September of last year, Volkswagen unveiled the electric vehicle platform they developed called the MEB. In a rare move in the auto-industry, they decided to open it to other manufacturers. Today, they announced the first user of the platform.…Read more Tesla
Doug Clinton, Steve Van SlounFortnite Season 8 Shows that F2P Competition is a Victory Royale for GamersFortnite launched Season 8 on Thursday with some notable changes including a new battle pass with unlockable items, a significant map change, pirate cannons and, to the pleasure of many players, the removal of the X-4 Stormwing plane. Fortnite also improved…Read more Gaming
Gene Munster, Will ThompsonThe EV Future Just Got CloserThis afternoon, Tesla announced that the long-promised $35k configuration of the Model 3 is available for order immediately. This is perhaps the most significant event for the US EV market since the announcement of the Model 3 in 2016. The…Read more Tesla
Gene Munster, Will Thompson5G Tide to Lift AppleThe 5G hype has already begun, but investors underappreciate the opportunity that it represents for most tech companies. Apple has four initiatives that will materially benefit from 5G: iPhone, augmented reality, healthcare, and autonomous vehicles. In our view, Apple will…Read more Apple, Artificial Intelligence, Augmented Reality, Autonomous Vehicles, Gaming, Virtual Reality
Gene Munster, Will ThompsonApple Pay Card Creates New Payments User ExperienceToday, the Wall Street Journal is reporting that Apple will, later this year, launch an Apple-branded credit card in partnership with Goldman Sachs. While this may only add a fraction of a percent to revenue in the next five years,…Read more Apple
Gene Munster, Will ThompsonChanges at the Top Position Apple for the FutureYesterday, the Wall Street Journal published a report detailing changes to Apple’s senior management over the last year. We view these changes as positive because they position Apple for a new type of growth around Services and frontier technology. Since…Read more Apple
Gene Munster, Will ThompsonApple Pay Adoption Continues to ClimbOn Apple’s Dec-18 earnings call, we were given several incremental data points on the usage of Apple Pay. It may seem like an insignificant piece of the ecosystem, as it only represents a fraction of a percent of overall revenue,…Read more Apple
Gene Munster, Steve Van SlounNvidia: FY20 Outlook Too AggressiveShares of NVDA are trading up 5% after hours, as final results for Jan-19 were in-line with the disappointing pre-announcement. While we are believers in the Nvidia story and expect the company to be one of the more notable winners…Read more Artificial Intelligence, Cryptocurrency, Gaming, Nvidia
Gene Munster, Pat BocchicchioLyft Is Showing Us the Future of Augmented RealityWhen a new generation of products and services are unveiled, it’s easy to get caught up in the novelty and advances of the underlying technology. We see it all the time at conventions like CES where LG displayed an array…Read more Apple, Artificial Intelligence, Augmented Reality, Google, Meta, Microsoft, Snapchat
Gene Munster, Will ThompsonTesla Results Reduce Systemic RiskTesla reported Dec-18 mixed results, beating revenue but missing earnings. Shares are down 4% after hours, reacting mostly to news of CFO Deepak Ahuja leaving the company. Bottom line: the company’s fundamentals are trending in the right direction, and the list…Read more Autonomous Vehicles, Tesla
