Gene Munster, Will ThompsonFeedback Loup: Facebook Portal+Earlier this month, the first ever Facebook-branded hardware device shipped. It’s a smart, hands-free video calling device with Alexa built-in called Portal. It was built with the intention of bringing friends and families closer together when they are apart. Though not…Read more Artificial Intelligence, Meta
Gene MunsterTesla Depreciation Case Study a Positive Read on DemandDepreciation in the used car market is one way to read demand for a manufacturer’s vehicles. Vehicles that are more in demand depreciate less. To compare the depreciation of the Tesla Model S with competing in class vehicles, we collected…Read more Tesla
Gene Munster, Will ThompsonApple’s Latest Reinvention: Apple as a ServiceApple’s recent decision to end unit reporting is evidence of Apple’s latest reinvention — into a services business. It will take time, but this change lays the groundwork for future AAPL multiple expansion. Six months ago we introduced our view…Read more Apple
Gene Munster, Will ThompsonApple: Ecosystem Greater Than Sum of ProductsWe think about Apple less as a device maker and more as a company that maintains a large user base with a combination of hardware and software services. To put a finer point on it, we estimate there are 850…Read more Apple
Doug ClintonThe Good Phone: Superhumans Will Use Less Technology, Not MoreTwo weeks ago, I tested using a distraction-free iPhone – no social media, no email, no entertainment, no news, and no web browser. I loved it so much that I named the device the “Good Phone” in my settings. I don’t think I’ll ever go…Read more Investment Philosophy, Tech Addiction, Technology
Doug Clinton, Pat BocchicchioAttending the Super Bowl of EsportsThe first thing many of us think when we hear the word esports is: “why would someone want to watch someone else play video games.” And this is often just referencing Twitch streamers or YouTube gaming channels, let alone going…Read more Feedback Loup, Gaming
Gene Munster, Will ThompsonData Supports the Shift to Apple as a ServiceOver the past several months we’ve written about a shift in Apple investment thinking to Apple as a Service. To date, the view has been slow to take root as evidenced by AAPL’s recent sell-off due to supply chain concerns.…Read more Apple
Doug ClintonA Proposal for Facebook to Be a Better Platform for SocietyTechnology is neither purely good nor evil. At Loup, we remind ourselves of that construct often, especially when discussing social media as it seemingly moves across the spectrum toward evil from good. If Facebook is truly committed to being a…Read more Investment Philosophy, Meta
Gene Munster, Doug ClintonTesla’s Board Still Needs More WorkWe remain believers in the Tesla story. We think the company has the best product roadmap in tech and will ride multiple waves including the growth of EVs, autonomous vehicles, ride sharing, solar capture, and energy storage. While we’re optimistic about…Read more Tesla
Gene Munster, Will ThompsonOn AAPL’s Multiple: Trading at 50% OffThe Street’s obsession over iPhone units has distracted investors from the fundamentals and weighed heavily on AAPL’s multiple. The company’s recent decision to end the reporting of hardware unit numbers should help focus investors on what matters most: revenue and…Read more Apple
