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Apple
Gene Munster
First Take: Senate Hearing
Regardless of the nature of the hearing, an appearance on Capitol Hill to testify before Congress constitutes a brand hit to Twitter, Facebook, and Google. Notably (and rightfully), Apple has avoided the conversation. In our view, this is a direct result…
3-Minute Read
Apple
,
Google
,
Meta
Gene Munster, Andrew Murphy
First Take: Apple’s Gather Round Event on Sept. 12th
Apple sent out invitations to its annual fall gathering to announce new iPhones. Historically, they have also used this event to set the iPad, iPod, and other product lineups for the holiday shopping season. Here’s what we expect: Three new…
4-Minute Read
Apple
Gene Munster
Apple Acquires AR Glasses Technology
Reuters is reporting Apple has acquired Akonia Holographics, maker of transparent displays for AR glasses. Akonia Holographics complements Apple’s 2017 acquisition of SensoMotoric and its 2013 acquisition of PrimeSense. Apple is committed to AR, both on the iPhone today and…
2-Minute Read
Apple
,
Augmented Reality
Gene Munster, Will Thompson
iPhone Intent to Upgrade Survey Suggests Slight Upside to Street Numbers
Heading into next month’s iPhone announcement, we surveyed 530 U.S. consumers regarding their intent to purchase the upcoming phones. Our survey suggests demand for the next iPhone cycle will slightly outpace investor expectations. The survey supports our modeling, which calls…
2-Minute Read
Apple
,
Augmented Reality
Gene Munster
Apple + Tesla Is a Fairy Tale with a Twist
The roller coaster surrounding Elon Musk’s failed effort to take Tesla private resurfaced the topic of Apple buying Tesla. If Tesla successfully turns the corner to profitability, the combination of the two companies is nothing more than a fairy tale,…
6-Minute Read
Apple
,
Autonomous Vehicles
,
Tesla
Gene Munster
Few Ways Around App Store, More Around Google Play
Netflix and Spotify are testing ways to avoid paying Apple for new in-app subscription purchases by forcing customers to visit mobile sites for subscription sign-ups. Given this only affects new subscriptions, the financial impact on Apple will be de minimis…
3-Minute Read
Apple
,
Google
Doug Clinton, Will Thompson
There’s Still No Such Thing as a Value Stock in Tech
Eight years ago, we wrote a note titled, “No Such Thing as a Value Stock in Internet?” The hypothesis was that technology stocks, by nature, must be growth stocks to be compelling. Technology is inherently new, so investors look for…
3-Minute Read
Apple
,
Google
,
Meta
,
Netflix
,
Nvidia
,
Technology
,
Tesla
Gene Munster
Apple as a Service Inching Shares Higher
Apple's investment paradigm is shifting, as evidenced by the stock’s recent, steady rise. Shares are up 13% since Apple reported earnings on July 31st (6% on the report and 7% in the 14 trading days since). — Deepwater Asset Management…
2-Minute Read
Apple
Gene Munster
Apple Retail’s Mission: Embodied Values
We’ve recently studied Apple retail and believe it is an underappreciated competitive advantage. No other tech company has Apple’s base of 65,000 retail employees delivering face to face advice, support, and experiences. Microsoft comes in second with about 6,000 retail…
7-Minute Read
Apple
,
Retail
Gene Munster
Apple Pay Increasingly Central to iPhone
There’s hope for the digital wallet. Despite 5 plus years of announcements from Google, Samsung, PayPal, Venmo, Square, Stripe, and Apple advancing the digital wallet theme, we believe less than 20% of global smartphone users actually use their phone as a…
4-Minute Read
Apple
Gene Munster, Austin Bohlig
Apple Supplier Ramp Bodes Well for iPhone ASP
Apple’s key iPhone X augmented reality component supplier, Lumentum (LITE), reported better than expected Jun-18 quarter results ($301M vs expected $287M). Upside in the quarter was driven by sooner than anticipated ramp in the AR/3D sensing business. The company continues…
2-Minute Read
Apple
,
Augmented Reality
Gene Munster
$1,000,000,000,000 and Beyond
Today Apple became the first U.S. company in history to reach a $1 trillion market cap. What it tells us: In the long run doing the right thing is rewarded. Focus on one product, perfect it, protect user privacy, practice supplier…
4-Minute Read
Apple
,
Artificial Intelligence
,
Augmented Reality
,
Autonomous Vehicles
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