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Apple
Gene Munster
iPhone’s Favorable Demand Indications
Estimating iPhone demand throughout the year has stages, with each building on the previous. The first stage is the pre-orders, in which we track two factors: intent-to-buy, along with iPhone delivery lead times. This week, we found positive indications on…
3-Minute Read
Apple
Gene Munster, Doug Clinton
Loup TV 019: Is the DOJ Handing Google a Gift?
Gene and Doug discuss the DOJ’s objection to Google’s aggressive spending on traffic acquisition, the impact to Apple, and why this lawsuit may prove to be a long-term benefit to Google.
0-Minute Read
Apple
,
Deepwater TV
,
Google
Gene Munster
The Art of Reading iPhone Lead Times
At 8:00 AM ET today, Apple began taking pre-orders for iPhone 12 and iPhone 12 Pro. Over the past three years, we have observed pre-order lead times shorten. For example, two years ago in September of 2018, by 10:00 AM…
2-Minute Read
Apple
Gene Munster
Don’t Give up on AR
It’s been a long road for Augmented Reality (AR). In the summer of 2017, Tim Cook predicted that AR “is one of those huge things that we’ll look back at and marvel.” For the casual observer, AR has fallen short of that target.…
4-Minute Read
Amazon
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Apple
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Augmented Reality
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Google
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Meta
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Microsoft
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Snapchat
Gene Munster
5G: Apple Puts the Ball in Carriers’ and Developers’ Court
Apple released its first lineup of 5G-enabled phones at its “Hi, Speed” event. Following the presentation, shares of AAPL traded down about 2.5%, given the announcements were in line with expectations. Despite the move, we view today’s announcements as an…
5-Minute Read
Apple
Gene Munster
Loup TV 16: Apple’s Highly Anticipated ‘Hi, Speed’ Event
Gene outlines why speed was not the most important takeaway from today’s event and why Apple is best positioned to capitalize on 5G in the long run.
0-Minute Read
Apple
,
Deepwater TV
Gene Munster, Andrew Murphy
Loup TV 015: What to Expect From Apple’s ‘Hi, Speed’ Event
Gene and Andrew talk about what to look for from the company’s anticipated 5G iPhone 12 lineup, including a smaller form factor iPhone 12 mini.
0-Minute Read
Apple
,
Deepwater TV
Gene Munster
Larger Upgrade Pool a Tailwind for iPhone
At its upcoming ‘Hi, Speed’ event on October 13, Apple is expected to unveil its first lineup of 5G iPhones. As the company continues to grow its Services segment, the iPhone remains key to Apple’s success, accounting for around half…
2-Minute Read
Apple
Gene Munster, Andrew Murphy
Loup TV 009: Apple’s ‘Time Flies’ Event
Once again, Apple showed that it can execute product rollouts with excellence despite the pandemic. One of our key takeaways from the event is the company’s ability to segment product lines and motivate consumers to reach for higher-priced products. We…
0-Minute Read
Apple
,
Deepwater TV
Gene Munster
‘Time Flies’ Event Highlights Apple’s Upsell Mastery
Today’s virtual event showed that Apple continues to execute design and product rollout with excellence despite the pandemic. As outlined by Tim Cook’s comments, today’s announcements are representative of Apple’s mission of “making the world’s best products and enriching people’s…
4-Minute Read
Apple
Gene Munster
About One-Third of Apple’s Revenue to Be Upgraded This Fall
Apple will host a virtual event on Sept. 15. We expect the company to launch a new Apple Watch and the next generation iPad Air. Next month, the company will likely host a second event to unveil their lineup of 5G…
3-Minute Read
Apple
Gene Munster, Andrew Murphy
Loup TV 007: The Case for AAPL at $200
Gene and Andrew discuss the new digital transformation and why it could expand Apple’s multiple to 35x. Applying this multiple to our 2022 earnings estimate yields about a $200 share price and a staggering $3.4 trillion market cap. Loup TV…
0-Minute Read
Apple
,
Deepwater TV
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