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Apple
Gene Munster
Apple Flexes Its Subscription Pricing Muscle
Apple increased its subscription pricing for Apple One, Music and TV+ by an average by 16%. This should add an additional 1%, or $1B, to net income over the next year. The key assumption in my estimate is that 95%…
1-Minute Read
Apple
Doug Clinton
Asking the Best Questions
There are three big questions that I always return to when investing in companies big or small, public or private: 1. Does this solve a time, money, or meaning problem? From a first principles standpoint, time, money, and meaning are…
2-Minute Read
Apple
,
Google
,
Tesla
Gene Munster
Early iPhone 14 Demand Signs are Encouraging
While connecting lead times to demand is more of an art than a science, we’ve found that an expansion or compression of delivery times over the years have been a leading indicator of demand. Three days into the iPhone 14…
2-Minute Read
Apple
Loup TV: Apple’s “Far Out” iPhone 14 Event
After a day of letting Apple’s Far Out event marinate, Gene shares his takeaways, including: iPhone 14’s Emergency SOS with satellite connectivity: This is a technological step forward for Apple and marks the first sleek form factor satellite offering apart…
1-Minute Read
Apple
Gene Munster
Apple: A Masterclass in Refinement and Innovation
Apple’s Fall iPhone event stuck to the company’s Playbook for Success. Take a loved product, progress its features and refine its look while maintaining its price point. I’m so familiar with the Playbook that I forget it has a tried-and-true…
7-Minute Read
Apple
Gene Munster
Tech Companies Know How to Make Money in Hollywood
Hats off to the box office — 2022 has been a good year driven by the return to normal. Now that economies are reopening, top execs at Warner Brothers and other movie companies want back into theaters. Warner’s CEO, David…
5-Minute Read
Amazon
,
Apple
,
Netflix
Gene Munster
The Future of Healthcare According to Big Tech
US Healthcare accounts for 20% of the GDP. It’s not only a massive TAM, but it’s a sector that remains resilient even in the face of economic downturn. At the peak of the Great Recession (October 2009), the national unemployment…
12-Minute Read
Amazon
,
Apple
,
Google
,
Microsoft
Gene Munster
iPhone is Stronger Than an Acre of Garlic
I’ve been anticipating a slowdown in consumer spending for several months. In preparation, I took a look back at the 2008 financial crisis and was reminded that all companies will be impacted in a recession. Apple’s most recent quarter and…
4-Minute Read
Apple
Gene Munster, Mark Golbranson
CarPlay Meets Payments
At last month’s WWDC keynote, Apple announced that 98% of cars sold in the US are now compatible with CarPlay. This data point did not surprise me. What did surprise me are the updates coming to CarPlay next year and…
2-Minute Read
Apple
,
Future
,
Themes
Loup TV: Rune Labs Is Bringing the Apple Watch to the Next Level
The Apple Watch is ready to take a step forward, thanks to Rune Labs. They just got FDA approval on an app to detect, monitor and manage Parkinson’s disease. Gene, Doug and Rune founder, Brian Pepin, discuss the company’s approach…
0-Minute Read
Apple
Gene Munster
WWDC22: The Virtues of Integrated Hardware-Software On Display
While WWDC lacked a headline-grabbing announcement, the keynote still delivered on the substance of what makes Apple great for consumers and investors. It’s their continued ability to innovate around vertically integrated hardware and software. And, developers are on board, as…
4-Minute Read
Apple
Gene Munster, Andrew Murphy
Loup TV 172: Waiting for Apple’s AR Wearables
Gene and Andrew discuss a recent report that Apple’s Board of Directors has seen a preview of the company’s MR headset project, and answer two keys questions: What will they do with it and, when we will see it?
0-Minute Read
Apple
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