skip to Main Content
Products
Insights
Philosophy
Analysis
Team
Search
Search
Submit
×
Close search
Apple
Gene Munster, Andrew Murphy
Loup TV 162: Apple’s Peek Performance Event
Gene and Andrew discuss today’s Apple event, including the following product announcements: Upgraded iPhone SE with 5G, $429. Despite the 8% price increase, they will sell as many of these as they can make for the next couple of quarters. …
1-Minute Read
Apple
Gene Munster, Doug Clinton, Andrew Murphy
Loup TV 161: Market Tailspin; Apple Wants Live Sports; Crypto Growing Pains
Nasdaq closed down nearly 4% as investor anxiety begins to shift from the conflict in Ukraine to a global recession. Apple has been rumored to be bidding on NFL live content. We see a big opportunity for Apple in sports…
0-Minute Read
Apple
,
Cryptocurrency
,
Themes
Loup TV 159: Ford Re-Org Underscores EV Adoption Will Take Time; Peek Performance Will Highlight Apple’s Consistency
Ford’s re-org was an effort to excite investors about the company’s progress in EVs. The plan would have been better received if there was formal split of the company. Big picture: there’s lots of optimism around EVs and it will…
1-Minute Read
Apple
,
Netflix
,
Themes
Gene Munster
Apple’s Product Availability Has Improved, at Least for the Moment
From mid-November 2021 to March 2nd, we have been tracking lead times at Apple for ten products in six countries. We’ve found that supply has improved 2x since January 23rd. This improvement is in line with our expectations and in…
2-Minute Read
Apple
Gene Munster, Doug Clinton
Loup TV 154: Reading the Tea Leaves on App Store Fees; Truth Social Has A Difficult Road Ahead
Gene and Doug discuss: How the U.S Senate’s bipartisan Open App Markets Act (S. 2710) will impact our digital ecosystem. The bill was passed with a 20-2 vote by the Senate Judiciary Committee, and aims to penalize developers with what…
1-Minute Read
Apple
,
Google
,
Themes
Gene Munster, Doug Clinton
Loup TV 150: Google’s Privacy Settings; Paramount’s $6B Content Budget; Zuckerberg’s Metamates
Gene and Doug discuss: Google is implementing its Privacy Sandbox for Android OS, and we believe it will be more advertiser-friendly than IDFA. While some have compared Google’s changes to that of Apple, it seems that Google is allowing for…
1-Minute Read
Apple
,
Google
,
Meta
,
Themes
Gene Munster, Doug Clinton, Andrew Murphy
Loup TV 146: Apple’s realityOS; Salesforce to Develop NFT Cloud; Another Tesla Recall
Takeaways: Apple’s open source code has mistakenly revealed references to a new ‘realityOS.’ While we don’t expect the MR headset to be released until 2023 at the earliest, this is confirmation that the product is in the works. Salesforce shared…
1-Minute Read
Apple
,
Tesla
,
Themes
Doug Clinton
The Most Powerful Question in Investing
This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…
5-Minute Read
Amazon
,
Apple
,
Google
,
Meta
,
Microsoft
,
Netflix
,
Philosophy
Gene Munster, Doug Clinton
Loup TV 141: Escaping the Woodshed
Tech had a good night in the reporting category. The four primary tech companies all saw their shares increase by more than 10% in after-hours trading. While these companies were not taken out to the woodshed, we’re not out of…
1-Minute Read
Amazon
,
Apple
,
Meta
,
Snapchat
,
TikTok
Gene Munster, Doug Clinton
Loup TV 137: The Week Ahead
Gene and Doug share their thoughts on: Last week’s earning reports from MSFT, AAPL and TSLA. The takeaway is that the bar remains high for Big Tech. A preview of upcoming earning calls from GOOGL (Feb. 1), FB (Feb. 2),…
0-Minute Read
Amazon
,
Apple
,
Google
,
Meta
,
Tesla
,
Themes
Gene Munster, Andrew Murphy
Loup TV 136: A Memorable Quarter for Apple
Gene and Andrew discuss Apple’s results, which given the overall environment are memorable even by Apple quarter standards. Bottom line: Apple’s December quarter and March outlook are impressive on all metrics. We should not be surprised. When you build the…
2-Minute Read
Apple
,
Themes
Gene Munster, Andrew Murphy
Loup TV 132: Tesla and Apple Previews
Takeaways: Buckle up, we have a big week with Tesla and Apple reporting, along with IBM, Microsoft and Intel. Aside from the usual variables around quarterly results, this week we get the much anticipated commentary from the Fed that will…
2-Minute Read
Apple
,
Tesla
Load More
Back To Top
Search
Submit