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Apple
Gene Munster, Will Thompson
Apple: A Free Content Strategy Is the Right Approach
CNBC reported that Apple plans to give away some of its forthcoming original video content to Apple device owners as a part of a new digital TV strategy (likely starting in Mid 2019). We can not confirm if this is,…
3-Minute Read
Apple
Andrew Murphy
Feedback Loup: iOS Shortcuts a Push Toward Customization
If you haven’t downloaded Apple’s new Shortcuts app, you should. Apple has long been criticized for software that limits the power of the user to tweak and customize. Before there was an App Store, or even customizable wallpaper, the iPhone…
3-Minute Read
Apple
,
Artificial Intelligence
Doug Clinton
Solving Tech Addiction Is an Underappreciated Market Opportunity
Smartphones have made us superhuman by bestowing on us the intelligence of the world’s information at our fingertips persistently; however, few would disagree that our omnipresent devices also create undesirable outcomes. We spend so much time on our phones that…
9-Minute Read
Apple
,
Google
,
Philosophy
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Tech Addiction
Gene Munster
Frontier Tech Spotlight: Lumentum Enabling AR
The Loup Frontier Tech Index tracks the performance of publicly-traded companies that influence the future of technology including AI, robotics, autonomous vehicles, computer perception, and virtual and augmented reality. We will be publishing periodic pieces, to highlight specific companies in…
2-Minute Read
Apple
,
Augmented Reality
,
Frontier Tech
,
Index
Gene Munster, Will Thompson
iOS Ownership Advantage: Music Case Study
Apple’s ability to promote its own services like Apple Music, iCloud, and Apple Pay represents a meaningful competitive advantage. We looked at the three major music streaming services (Spotify, Apple Music, and Pandora) to quantify how iOS ownership impacts paid…
3-Minute Read
Apple
Gene Munster
iPhone Frictionless Upgrade a Subtle Example of Apple as a Service
This weekend, Loup Ventures purchased two new iPhones (Xs and Max) and an Apple Watch. We found it impressively easy to move data, settings, and passwords to the new devices. The migration uses a combination of iOS, iCloud, and App…
2-Minute Read
Apple
Gene Munster, Will Thompson
iPhone Launch Takeaway: Xs Max Demand Exceeds Historical Plus Demand
We surveyed 50 customers outside of 5 U.S. Apple stores this morning. Notably, there were 406 people in line at New York’s 5th Avenue store, compared to 821 for the iPhone X and 293 for the iPhone 8. Interest in…
3-Minute Read
Apple
Gene Munster, Will Thompson, Andrew Murphy
iPhone Lead Times: Peeling Back the Layers
At 3:00 AM ET today, Apple began taking preorders for iPhone Xs, Xs Max, and Apple Watch. Compared to last year’s iPhone X launch, lead times were, on average, 68% shorter for the iPhone Xs, and 43% shorter for the…
2-Minute Read
Apple
Gene Munster, Will Thompson
Apple Event: Refining Products and Exercising Pricing Power
Apple continues to push the boundary of consumer tech by refining and improving their products with today’s updates to the iPhone and Apple Watch. These improvements drive customer loyalty that creates revenue predictability and should result in higher ASPs, supporting…
2-Minute Read
Apple
,
Augmented Reality
Gene Munster
Apple Event First Take: Pricing Tier Mastery Will Drive ASPs
While 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…
2-Minute Read
Apple
Gene Munster, Will Thompson
Smart Speaker Adoption Accelerating, Satisfaction and Use Cases Unchanged
We recently surveyed 520 consumers about smart speakers and found that over 45% of respondents own at least one smart speaker. 9% of smart speaker owners surveyed owned more than one. In a similar survey earlier this year, only 27%…
2-Minute Read
Amazon
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Apple
,
Artificial Intelligence
,
Google
,
Microsoft
Gene Munster
Apple Won’t Be Materially Impacted by Trump Manufacturing Pressure
In a Friday filing with the U.S. Trade Representative, Apple outlined how proposed U.S. tariffs on $200 billion of Chinese goods would impact Apple Watch, AirPods, Beats, and other smaller product lines. While Apple does not break out the contribution…
2-Minute Read
Apple
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