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Apple
Andrew Murphy
How to Think About Change in a Post-Coronavirus World
It would be easy to get overwhelmed by the fact that everything has changed for a time. But, in an attempt to understand the new trajectory of our world, we resolve to push through and try to separate what we…
7-Minute Read
Apple
,
Lyft
,
Tesla
,
Uber
Gene Munster
Some Key Apple Products Showing Improved Supply
We’ve been tracking lead times of four key Apple products in 13 countries since mid-February 2020 and recently found supply has improved over the past two weeks. Recent Changes to Availability iPhone (~52% of revenue) supply, as measured by the…
2-Minute Read
Apple
Gene Munster
Apple Takes Leadership Role in COVID-19 Response
Apple recently announced further steps in response to the spread of COVID-19. Bottom line: we applaud the leadership role Apple has assumed in taking these steps despite the near-term negative impact on revenue. Our takeaways: The impact of retail closings:…
1-Minute Read
Apple
Gene Munster
Wearables Still Positioned for Years of Rapid Growth
We’re updating our Apple Wearables, Home, and Accessories model. This category includes two signature products, Apple Watch and AirPods. While Apple does not report details on those segments, the company has made 27 guiding comments since Dec. 2014 related to trends…
2-Minute Read
Apple
Gene Munster
Key Apple Products Showing Modest Tightening of Supply
In the midst of reports that Apple’s supply chain is set to resume production, we’re reminded the Coronavirus impact will likely affect the June quarter and potentially beyond. That said, we continue to believe this storm will pass, and Apple…
2-Minute Read
Apple
Gene Munster
A Nautical Metaphor for Weary Investors
As the health impact of the coronavirus continues to mount, the economic impact is increasingly apparent. The lives of the people affected by the virus are the primary concern, but understanding its impact on the global economy is also an…
4-Minute Read
Apple
,
Google
,
Microsoft
Gene Munster, Will Thompson
COVID-19 Disrupts March, Long-Term Intact
First things first – the real impact of COVID-19 is on the individuals affected. Apple announced they will miss March guidance based on COVID-19 affecting demand for Apple’s products in China and dampening global iPhone supply. Outside of China, the…
2-Minute Read
Apple
Gene Munster, Will Thompson
Apple China Retail Closes for Nine Days, Fractional Financial Impact
Apple announced that, out of an “abundance of caution,” it has closed all stores, corporate offices and contact centers in China through February 9. These closings overlap with the back half of the Chinese new year (January 25th – February…
2-Minute Read
Apple
Gene Munster
Apple Strengthens Its Case for a Higher Multiple
Apple’s December results strengthen the case that the company deserves a higher earnings multiple. There are currently two conventional investor views on Apple’s valuation: First, while Services have diversified the company’s business, Apple is still a “supercycle” boom and bust…
3-Minute Read
Apple
,
Wearables
Gene Munster, Will Thompson
AAPL Preview: Another Step Toward a Proper Tech Multiple
Apple reports Tuesday, January 28th. We expect the takeaways to be that the iPhone business has stabilized and strength in Services and wearables continues (which combined will approach 30% of revenue in FY20). The guidance for Mar-20 will likely leave…
4-Minute Read
Apple
Gene Munster, Will Thompson
iPhone 5G Roadmap: One Step Back, Three Steps Forward
We believe Apple will be one of 5G’s biggest beneficiaries. The company has potentially four initiatives that will benefit from 5G: iPhone, augmented reality, healthcare, and the long shot wild card of autonomous vehicles. While multiple Apple segments will gain,…
4-Minute Read
Apple
,
Augmented Reality
Gene Munster, Will Thompson
App Store Results Support Services Growth Independent From iPhone
Apple released its annual holiday app store numbers. The most important takeaway, despite declines in iPhone unit sales, is that App Store revenue growth continues at 16% driven by an active Apple device installed base which is now likely above…
1-Minute Read
Apple
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