Gene MunsterApple Preview: Outsized Demand Wrestles With Undersized SupplyApple’s September quarter results and commentary around the December quarter will likely follow a well-traveled narrative of demand outpacing supply, but with a twist. The twist is that unlike many companies, it’s a function of time before Apple wins the…Read more Apple
Gene MunsterTesla Makes it Look EasyTesla’s September quarter results reveal a company that is defying the odds around demand and profitability. Deliveries were up 73% while the top five automakers were down 27%. Gross margin ex-credit was a record 28.8%, up from 25.8% in June.…Read more Themes
Gene MunsterApple’s Beating Intel at Its Own GameHidden beneath Apple’s Mac announcements at its Unleashed event was progress the company has seen in making chips. Five years ago, the thought of Apple designing a chip that competed or exceeded Intel specs was farfetched. While there is room…Read more Apple
Gene MunsterTesla’s September Delivery Numbers Keep Getting BetterTesla’s September quarter finished with a familiar drumbeat, which is that based on the EV opportunity alone, Tesla is a true growth story. This dynamic is worth calling out because the company’s long-term growth story transcends EVs and will eventually…Read more Tesla
Gene Munster, Doug ClintonLoup Frontier Tech Benchmark: September 2021For twenty years, the team at Loup has had a pulse on technology and a point of view on how that tech will change the world. The cutting edge of that change is frontier tech, driven today by AI, fintech,…Read more Themes
Gene MunsterFacebook’s Dedication to Building the Metaverse is UndeniableEarlier this week, Facebook announced that Andrew Bosworth, the current head of Facebook Reality Labs (hardware and VR division), will become the company’s CTO, reporting directly to Mark Zuckerberg. Bosworth will replace Mike Schroepfer, who is moving to a senior…Read more Augmented Reality, Meta, Virtual Reality
Andrew Murphy, Gene MunsterModel S Plaid: Tesla Disappoints And Still Wins Over CustomersTesla teased its most valuable customers with the Model S Plaid announcement back in January, then struggled to deliver. We followed one Plaid customer’s buying experience from pre-order to test drive(!). It was a bumpy ride and a reminder that…Read more Tesla
Gene Munster5G Performance Improving, Plenty of Room to GoSpeed matters when it comes to navigating the 5G rollout. Average 5G speeds in the US have improved in the past year, yet still lag, with average US 5G download speeds currently at 65 Mbps. Speeds that will motivate consumers…Read more 5G, Apple
Gene MunsterApple’s New Hardware Rides the Digital Transformation WaveApple’s September 14 “California streaming” event will be the biggest day of the year for hardware announcements. On top of that, we expect Apple will host an additional hardware event in October, with the new models announced at both events…Read more Apple, Meta
Andrew MurphyWhy Apple Will Succeed as a Carmaker: Hardware + Software + ServicesThis piece was initially published on Andrew’s Substack, Field Day. This week, longtime Apple analyst Katie Huberty at Morgan Stanley discussed her views on Apple entering the car market. She argues that Apple will eventually build its own ‘Apple Car’…Read more Apple, Tesla
