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
Gene Munster, Will ThompsonApple Special Event: Round Two of ASP GainsApple’s Special Event today went largely as expected. That said, the announcements made were still incrementally positive to the story. Here are our takeaways: We estimate that the products announced today account for about 8% of Apple’s total revenue in FY18…Read more Apple
Gene Munster, Will ThompsonApple Preview: Validation of Apple as a ServiceWe believe an upcoming paradigm shift in investing in Apple will move shares meaningfully higher over the next two years. Apple reports Sep-18 results on Thursday, November 1st. This quarter’s numbers could serve as validation for 3 of the 4 pillars of this…Read more Apple
Gene Munster, Will ThompsonGoogle Results: The Evolution of SearchGoogle shares dropped ~4% in after-hours trading. The company missed revenues by 1% and earnings were in line with expectations. This compares to the Jun-18 quarter when the company beat revenue estimates by 2% and reported earnings in line with…Read more Artificial Intelligence, Google
Gene Munster, Will ThompsonTesla Results Could Mark Turning Point in StoryTesla reported its Sept-18 quarter results. Making electric vehicles profitably and funding the company’s growth through operations is a big deal, and the stock is reacting accordingly, with shares up ~10% after hours. Our key takeaways: Profitability is improving at…Read more Autonomous Vehicles, Tesla
Avery BedowsConsumer Neurotech: Volume VOther Neurotech: The Odd Ones Out In Volume I of this series on Consumer Neurotech, we established a framework for thinking about Consumer Neurotechnologies and their value propositions. In Volume II, we discussed neurotechnologies that have the value proposition of Control (or,…Read more Neurotech
Gene Munster, Pat BocchicchioIs VR Dead or Just Getting Started?In September, Facebook hosted its 5th annual Oculus Connect conference (OC5), showcasing the latest innovations in virtual reality (VR). Interest in the event and VR more broadly has stalled, but we remain optimistic that over the next five years there…Read more Meta, Virtual Reality
