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Apple
Gene Munster, Will Thompson
5G Tide to Lift Apple
The 5G hype has already begun, but investors underappreciate the opportunity that it represents for most tech companies. Apple has four initiatives that will materially benefit from 5G: iPhone, augmented reality, healthcare, and autonomous vehicles. In our view, Apple will…
4-Minute Read
Apple
,
Artificial Intelligence
,
Augmented Reality
,
Autonomous Vehicles
,
Gaming
,
Virtual Reality
Gene Munster, Will Thompson
Apple Pay Card Creates New Payments User Experience
Today, the Wall Street Journal is reporting that Apple will, later this year, launch an Apple-branded credit card in partnership with Goldman Sachs. While this may only add a fraction of a percent to revenue in the next five years,…
3-Minute Read
Apple
Gene Munster, Will Thompson
Changes at the Top Position Apple for the Future
Yesterday, the Wall Street Journal published a report detailing changes to Apple’s senior management over the last year. We view these changes as positive because they position Apple for a new type of growth around Services and frontier technology. Since…
3-Minute Read
Apple
Gene Munster, Will Thompson
Apple Pay Adoption Continues to Climb
On Apple’s Dec-18 earnings call, we were given several incremental data points on the usage of Apple Pay. It may seem like an insignificant piece of the ecosystem, as it only represents a fraction of a percent of overall revenue,…
3-Minute Read
Apple
Gene Munster, Andrew Murphy
Apple Makes a Change in AR Leadership
Apple has appointed longtime marketing leader Frank Casanova to Senior Director, Worldwide Product Marketing at Apple Augmented Reality, according to Casanova’s LinkedIn profile. Here’s our quick take: Apple remains committed to AR but is likely not satisfied with its AR marketing…
2-Minute Read
Apple
,
Augmented Reality
Gene Munster, Pat Bocchicchio
Lyft Is Showing Us the Future of Augmented Reality
When a new generation of products and services are unveiled, it’s easy to get caught up in the novelty and advances of the underlying technology. We see it all the time at conventions like CES where LG displayed an array…
4-Minute Read
Apple
,
Artificial Intelligence
,
Augmented Reality
,
Google
,
Meta
,
Microsoft
,
Snapchat
Gene Munster, Andrew Murphy
Apple Retail’s Leadership Change
Angela Ahrendts, head of Apple Retail, is leaving the company in April after a five-year tenure. While we view Apple’s physical retail experience as the best in tech, there’s room for improvement. The Genius Bar is a victim of its…
2-Minute Read
Apple
,
Retail
Gene Munster, Will Thompson
Apple’s Ecosystem Will Lead the Company Through a Difficult 2019
Apple reported Dec-18 results essentially in-line with the company’s January 2nd pre-announcement. While revenue was down about 5% y/y, EPS was up 8% to a record high. Bottom line: no company can escape macroeconomic conditions, but Apple is successfully navigating…
3-Minute Read
Apple
Gene Munster, Will Thompson
AAPL Preview: Calibrating Ahead of New Reporting Methodology
The Dec-18 quarter is significant for two reasons: First, this call is the initial forum for Apple to address the revenue miss that they pre-announced on January 2nd. Second, the quarter will be Apple’s first under its new reporting methodology, which…
4-Minute Read
Apple
Gene Munster, Will Thompson
What We Learned From CNBC’s Tim Cook Interview
Here are 6 things we learned from Tim Cook’s interview on CNBC with Jim Cramer: Expect “new services” this year. As we’ve predicted, and in-line with expectations, we expect Apple to launch a new, branded video streaming service in 2019. The service will…
3-Minute Read
Apple
Gene Munster, Will Thompson
iTunes Integration With Samsung Underscores Services Focus
Apple and Samsung announced a partnership that will bring iTunes Movies and TV Shows, as well as Apple AirPlay 2 support to Samsung Smart TVs beginning this spring. iTunes users will be able to access their existing library and buy or rent…
2-Minute Read
Apple
,
Themes
Gene Munster, Will Thompson
AAPL: Street Likely High for FY19, Growth Returns in FY20
We are publishing an updated Apple model. See the model here. Three quick observations: Following Apple’s update this week, we believe the Street remains slightly high for the balance of FY19. Specifically, Mar-19 overall revenue growth appears to be in…
1-Minute Read
Apple
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