Gene MunsterApple Event First Take: Pricing Tier Mastery Will Drive ASPsWhile the Apple event went largely as expected, the new iPhone lineup should provide upside to both iPhone units and ASPs over the next year. Apple, once again, has shown their mastery of pricing tiers, which will extract more revenue per…Read more Apple
Gene Munster, Doug ClintonA Moment of Truth for Tesla and Its BoardIf Tesla doesn’t make some changes, starting with the board, it could spell the end for the company. We believe in Tesla and its mission. We want the company to be successful, but Elon Musk‘s increasingly disturbing actions have brought the…Read more Tesla
Gene Munster, Andrew MurphyFirst Take: Apple’s Gather Round Event on Sept. 12thApple sent out invitations to its annual fall gathering to announce new iPhones. Historically, they have also used this event to set the iPad, iPod, and other product lineups for the holiday shopping season. Here’s what we expect: Three new…Read more Apple
Doug Clinton011 – E.J. ChichilniskyDr. E.J. Chichilnisky is a Professor of Neurosurgery at Stanford University, where he and his lab are developing a retinal prosthesis. E.J. completed his B.S. in Mathematics at Princeton University, and his Masters in Mathematics and Ph.D. in Neuroscience at…Read more Artificial Intelligence, Neurotech, Neurotech Podcast
Gene MunsterApple + Tesla Is a Fairy Tale with a TwistThe roller coaster surrounding Elon Musk’s failed effort to take Tesla private resurfaced the topic of Apple buying Tesla. If Tesla successfully turns the corner to profitability, the combination of the two companies is nothing more than a fairy tale,…Read more Apple, Autonomous Vehicles, Tesla
Gene Munster, Steve Van SlounNvidia Unveils the Holy Grail of Computer GraphicsDuring Gamescom 2018, Nvidia introduced its new GeForce RTX product line — three graphics cards ($499-$999) based on its new Turing architecture. Nvidia CEO Jensen Huang called the line’s primary innovation, real-time ray tracing, the “holy grail of computer graphics.”…Read more Artificial Intelligence, Gaming, Nvidia, Virtual Reality
Gene Munster, Will ThompsonTesla’s Strengthening Case to go PrivateAfter processing Musk’s letter along with a number of other variables that have emerged, we believe there is a greater than 50% chance Tesla becomes a private company. A privately held Tesla has a greater chance of succeeding than if…Read more Tesla
Gene Munster$1,000,000,000,000 and BeyondToday Apple became the first U.S. company in history to reach a $1 trillion market cap. What it tells us: In the long run doing the right thing is rewarded. Focus on one product, perfect it, protect user privacy, practice supplier…Read more Apple, Artificial Intelligence, Augmented Reality, Autonomous Vehicles
Gene Munster, Will ThompsonTesla Results: Pieces Moving into Place for Sustainable StoryWe are positive on the Tesla story given the company’s well-positioned product roadmap around EV, autonomy, solar, and storage. Tesla shares are up ~9% after hours as the company made progress on key pieces to the long-term sustainability of the…Read more Autonomous Vehicles, Tesla
Gene MunsterApple Earnings: June Quarter Lays Groundwork for $1T and BeyondThe big picture: Apple’s June quarter results are evidence that the Apple story is moving away from a focus on the iPhone toward a more predictable Services-driven business that returns $25B in capital to investors each quarter. These results support our Apple…Read more Apple
