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Apple
Loup Ventures
Loup Ventures’ 2020 Tech Predictions
1. Apple Will Be the Best Performing FAANG Stock in 2020 (by Gene Munster). There are five reasons why we believe Apple will be the top-performing FAANG stock in 2020. Easy iPhone comparables Continued growth in Apple Watch Five new…
7-Minute Read
Amazon
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Apple
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Augmented Reality
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Lyft
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Netflix
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Tesla
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Uber
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Virtual Reality
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Wearables
Gene Munster
Apple Is Our Pick for Top Performing FAANG Stock in 2020
There are five reasons why we believe Apple will be the top-performing FANNG stock in 2020. When compared to other tech and services companies, we consider the fair value for AAPL to be $350-$400. For example, applying FB’s current year…
3-Minute Read
Apple
Gene Munster, Andrew Murphy
Frontdoor Is Moving Home Services Forward with Streem
It’s well known that the home services segment has been slow to benefit from any kind of technological transformation. We’ve been watching the opportunity for the past decade and found two sticking points: Most home repair services are performed by…
2-Minute Read
Apple
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Augmented Reality
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Venture Portfolio
Gene Munster, Will Thompson
Wearables Model Supports Case 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 24 unique comments since Dec. 2014 related to…
2-Minute Read
Apple
,
Wearables
Gene Munster, Will Thompson
Clear-Headed Thinking Ahead of December Tariffs
In May, we wrote that the fear of tariffs was leading investors to make false predictions, causing distortion to the financial markets. We suggested taking the approach of sober analysis based on what is known rather than speculation. At the…
3-Minute Read
Apple
Andrew Murphy
Make Someone’s Holiday
As one of the world’s leading enablers of technology addiction, Apple also walks the fine line of helping to curb it. Features like Screen time, Downtime, Quiet Hours, App Limits, and Do Not Disturb represent Apple’s efforts to equip customers…
2-Minute Read
Apple
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Tech Addiction
Loup Ventures
2019 Loup Ventures Holiday Gift Guide
Ember Mug | $99 | Keep your coffee warm – solve a 500-year-old problem. Byta Bottle | $31 | Our favorite water bottle; and a small way to combat the problem with recycling. Nike Epic React Flyknit 2 | $99 | Loup…
2-Minute Read
Apple
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Gaming
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iRobot
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Meta
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Microsoft
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Retail
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Robotics
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Tesla
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Virtual Reality
Andrew Murphy
AirPods Pro, Hearables, and the Future of Audio AR
We’ve written before about our thoughts on AirPods and “hearables” — ear-worn wearables for audio augmented reality: We believe audio as a UI is a key enabler of AR technology. AirPods may not be perfect, but they’ll get better, smarter,…
8-Minute Read
Apple
,
Augmented Reality
,
Wearables
Gene Munster, Will Thompson
iPhone Road to Recovery Continues Boosted by Wearables and Services
Apple reported September results slightly ahead of expectations and effectively guided Dec-19 revenue 2% above the Street. These results continue to be impressive for the second straight quarter, given the company’s China, macroeconomic, and competitive headwinds. Similar to last quarter,…
2-Minute Read
Apple
Gene Munster, Will Thompson
AirPods Pro Evidence of Apple’s Grander Vision for Wearables
Apple’s release of AirPods Pro signals the company’s grander ambitions for the AirPods family, beyond maintaining its position as the best-selling Bluetooth headset. AirPods Pro “transparency mode” adds to features like “Hey Siri” and “magic” device pairing to create a…
1-Minute Read
Apple
,
Wearables
Gene Munster, Will Thompson
The Foundational Apple Wearables Model
For the first time, we’re publishing 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 22 unique comments since…
5-Minute Read
Apple
Gene Munster, Will Thompson
Retailer Adoption of Apple Pay Quickens
We recently completed our third annual Apple Pay merchant adoption check. This involves checking the desktop websites, mobile websites, and iOS apps of a cohort of 100 of the top US online retailers for the ability to use Apple Pay…
2-Minute Read
Apple
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