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Apple
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
,
Apple
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Artificial Intelligence
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Google
,
Meta
,
Nvidia
,
Retail
,
Robotics
,
Tesla
Gene Munster
Apple Education Playbook: Hardware, Software, Services… and Creativity
Apple announced an updated iPad along with a suite of programs that enable educators and students to pursue creativity, which is critical in the future of education. We estimate education accounts for 10-15% of Apple’s business. We believe today’s announcements…
4-Minute Read
Apple
,
Augmented Reality
Gene Munster
Apple and Amazon are a Privacy Safe Haven
Apple and Amazon are relative safe havens. We expect over the next year investors will look favorably on Apple given the company’s privacy-first ethos in an age where privacy is becoming a more prevalent topic. Amazon will also likely benefit…
3-Minute Read
Amazon
,
Apple
,
Meta
Gene Munster
iPhone Intent to Upgrade Survey Suggests More Predictable Demand
Our recent intent to upgrade iPhone survey suggests the following: 22% of current iPhone users intend to buy the newest model that is yet to be announced. This compares to 23% a year ago (iPhone X) and 15% two years…
2-Minute Read
Apple
Gene Munster
Key Apple Supplier Confirms AR Features Will Be in Multiple iPhones This Fall
After markets closed, Finisar (FNSR) reported earnings for the Jan-18 quarter. Finisar is Apple’s 2nd largest VCSEL array supplier, which powers 3D sensing applications such as facial recognition through a flood immolator and dot projector on the front of the…
2-Minute Read
Apple
,
Augmented Reality
Gene Munster
Annual Apple Pay Review: Adoption Jumps, but Still a Long Way to Go
We completed our annual Apple Pay review and found year over year growth has been impressive with active users more than doubling (source: Apple), transactions more than tripling (source: Apple) and online merchant adoption increasing by ~50% (source: Loup Ventures).…
3-Minute Read
Apple
,
News
,
Retail
Gene Munster
Smart Speaker Satisfaction High, but It’s Early Days
We recently surveyed 520 US consumers about smart speakers and found that 89% of respondents were satisfied with them. A closer look at the results reveals the reason for this high satisfaction; early use cases are simple (Music, weather, general…
4-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
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Google
,
Microsoft
Gene Munster
We Ran HomePod Through the Smart Speaker Gauntlet
Conclusion Yesterday, we put HomePod through the smart speaker gauntlet which included 782 queries along with comprehensive tests of sound quality and ease of use. Our methodology was comprised of 3 HomePods being tested throughout the day by the Loup…
6-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
Gene Munster
Key iPhone X Suppliers Provide Robust 2H18 Outlook
Special thanks to Austin Bohlig for his work on this note. Two of Apple’s key iPhone X component suppliers, Lumentum (LITE) and AMS AG (AMS), reported strong Dec-17 quarter results and more importantly provided upbeat 2018 outlooks. Both company’s supply key…
3-Minute Read
Apple
,
Augmented Reality
Gene Munster
Don’t Overthink AAPL: Growing Device Base & Increasing Revenue Per Device
Growing Device Base & Increasing Revenue Per Device. We attribute the after-market reversal in shares of AAPL to investors getting a handle during the call on Apple’s long-term opportunity. Tim Cook went out of his way to reinforce Apple’s massive and…
3-Minute Read
Apple
Gene Munster
Apple Preview; All Is Well with iPhone
Despite growing investor concern, we remain comfortable that iPhone X had a favorable start in Dec-17 and the momentum will continue into Mar-18. We believe iPhone X reached the important global supply-demand equilibrium in mid-January, suggesting a small amount of…
1-Minute Read
Apple
Gene Munster
Apple is Flush With Cash, But Don’t Expect Big M&A
Don’t expect any big M&A. Everyone is asking who Apple will acquire. The answer is: nobody. At least nobody big ($5B+). Apple announced they’re paying $38B in repatriation taxes, which implies they’re bringing $215B back to the U.S. If there…
3-Minute Read
Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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