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Robotics
Gene Munster
iRobot Pricing Trends Suggest Demand for Roombas Has Not Slowed
iRobot is the leading manufacturer of robotic vacuums and wet floor products in the world. Based on a modest quarter/quarter improvement in pricing trends, we believe the company experienced another strong quarter of demand for Roomba and Braava products and…
2-Minute Read
iRobot
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Robotics
How To Think About Recent Volatility in Tech
Market decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…
5-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Google
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Meta
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Nvidia
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Retail
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Robotics
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Tesla
3 Analyst Day Takeaways on Why iRobot Will Lead for Years to Come
Following iRobot’s Analyst Day, 3 themes stood out that confirm iRobot will remain one of the leading consumer robotic companies in the world for years to come. They include extremely low household penetration rates domestically and internationally, iRobot’s multi-million unit install…
3-Minute Read
iRobot
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Robotics
Loup Ventures
Key Questions on the Evolving Future of Transportation
Advancements in self-driving car technology will eventually result in full-scale autonomous transportation. Considering the level of investment from deep-pocketed tech and auto companies and the caliber of human capital that accompanies it, the space has become “too big to fail.”…
6-Minute Read
Artificial Intelligence
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Autonomous Vehicles
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Future
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Google
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Robotics
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Tesla
iRobot’s Earnings Disappointment Doesn’t Change Long-Term Story
Heading into the Q4 print we were confident iRobot would report better-than-expected revenues and guide 2018 sales above street expectations (see note here), which they did, but we incorrectly judged the magnitude lower EPS could have on the stock. Shares…
2-Minute Read
iRobot
,
Robotics
Gene Munster
MVP for Dummies: Robotic Enhanced Training Here to Stay
Visit to the toy department. We visited the robotics toy department in the form of a high school football field to test the Mobile Virtual Player (MVP) Drive, an $8,000 robotic tackling dummy that has been adopted this year by…
4-Minute Read
Feedback Loup
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Robotics
Why You Should Buy a Roomba Vacuum in the Next 5 Days
With consumers appetite for robotic technology continuing to grow, we anticipate domestic robots, which include robotic vacuums, mops and lawnmowers, to be one of the hottest gifts this coming holiday season. While there are many kinds of domestic robot brands,…
3-Minute Read
iRobot
,
Robotics
Andrew Murphy
2017 Loup Ventures Holiday Gift Guide
Here are a few gift recommendations for the 2017 holiday season: Anker Battery Pack | $34.99 | Great battery pack for powering devices on the go. Apple AirPods | $159.00 | Apple’s wireless headphones. No, you won’t lose them. Apple…
1-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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iRobot
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Meta
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Robotics
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Tesla
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Virtual Reality
Andrew Murphy
Waymo Unleashes Autonomous Cars – Now Must Earn Public’s Trust
On November 7th, Waymo reached a new milestone by removing the safety net and testing fully autonomous vehicles on public roads without someone behind the wheel to take over in case of an emergency. Waymo has been testing in the…
6-Minute Read
Artificial Intelligence
,
Autonomous Vehicles
,
Google
,
Robotics
Andrew Murphy
Robot Fear Index: 30.9
Consumer adoption of artificial intelligence and robotics is already quite broad, and yet, fear of robots is also pervasive. We fear that they’ll replace our jobs or somehow overthrow us; and to be blunt, those fears are valid. That said,…
4-Minute Read
Artificial Intelligence
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iRobot
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Robotics
Gene Munster
iRobot Sweeps Away Competitive Threats
Special thanks to Austin Bohlig for his work on this note. iRobot (IRBT) continued to show their leadership in the home robotic space, reporting Sep-17 results essentially inline with analyst expectations and more importantly raised Dec-17 revenue guidance by 5%. Despite…
3-Minute Read
iRobot
,
Robotics
Gene Munster
iRobot to Play Leadership Role in Home Robotics Space: Introducing 5-Yr Model
Special thanks to Austin Bohlig for his work on this note. Today we’re rolling out our iRobot 5-year model, joining Loup Ventures’ Apple and Tesla model coverage. We feel it’s important to write on iRobot even though it’s a small company,…
6-Minute Read
iRobot
,
Robotics
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