Gene Munster, Will ThompsonApple’s Ecosystem Will Lead the Company Through a Difficult 2019Apple reported Dec-18 results essentially in-line with the company’s January 2nd pre-announcement. While revenue was down about 5% y/y, EPS was up 8% to a record high. Bottom line: no company can escape macroeconomic conditions, but Apple is successfully navigating…Read more Apple
Gene Munster, Will ThompsonThe Case For Tesla’s “Business Miracle”Believers in the Tesla story are accustomed to having their faith tested. Last week’s 7% headcount reduction, what appears to be an upcoming revenue and earnings guide down for Mar-19, and pending $920M debt payment due in March emphasize that point.…Read more Autonomous Vehicles, Tesla
Doug ClintonDeconstructing “The Facts About Facebook”Mark Zuckerberg is telling us what to believe again, this time in a WSJ op-ed “The Facts About Facebook.” Zuckerberg’s defense of Facebook’s business model is fair. Unfortunately, the article also shows we shouldn’t expect Facebook to change how it…Read more Meta, Tech Addiction
Gene Munster, Will ThompsonTesla Earnings Preview: Expect Conservative March GuideTesla reports its Dec-18 quarter on Wednesday, January 30th. As a recap, the company announced on January 2nd that it had produced 86,555 vehicles including 61,394 Model 3s in the Dec-18 quarter, essentially in line with the Street. Here is…Read more Tesla
Gene Munster, Pat BocchicchioHow to Become a Full-Time YouTuberAs we think about investing in the future of work, retail, communication, transportation, play, and experience, it’s important to discuss one of the most impactful and often underrated players in the entertainment industry, YouTube. Almost 2 billion people log on…Read more Gaming, Google, Virtual Reality
Doug Clinton018 – Eric MeneesEric Menees is the CEO of Hexis. He received his Bachelors from UT Austin with a triple-major in Mechanical Engineering, Biochemistry, and Neuroscience Scholars. Top 3 Takeaways Hexis is building real-time emotion modeling technology. The success of wearables will depend…Read more Neurotech, Neurotech Podcast
Doug Clinton017 – Ana MaiquesAna Maiques is the CEO of Neuroelectrics. She completed her Bachelors in Economics at the Universitat de Barcelona and an MBA at London Metropolitan University. Top 3 Takeaways Neurotechnology companies can sell research tools as a way to gain expertise…Read more Neurotech, Neurotech Podcast
Gene Munster, Steve Van SlounCES: Nvidia Shifts Focus to Gaming & More Affordable PricingAt Nvidia’s CES keynote the company announced a new graphics card, the RTX 2060, and 40+ RTX laptop models from all major OEMs. The three key takeaways are: The company has shifted its CES focus back to gaming, with the new…Read more Artificial Intelligence, Gaming, Nvidia
Gene Munster, Will ThompsoniTunes Integration With Samsung Underscores Services FocusApple and Samsung announced a partnership that will bring iTunes Movies and TV Shows, as well as Apple AirPlay 2 support to Samsung Smart TVs beginning this spring. iTunes users will be able to access their existing library and buy or rent…Read more Apple, Themes
Doug ClintonRethinking Time Well Spent2018 was a banner year for tech addiction in large part because of the movement around “time well spent.” The time well spent movement started as an effort to encourage humane design that put users first. Unfortunately, as some are beginning…Read more Tech Addiction
