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Apple
Gene Munster
Siri Semester Exam Grade Improves to C From D+
Semester exam results are in. In our latest 800 question test of AI assistant Siri, she was able to understand 99% of queries and correctly answer 75% of them, earning a C grade. In April of 2017, Siri earned a D+ on…
3-Minute Read
Apple
,
Artificial Intelligence
Gene Munster
iPhone X Effectively at Full U.S. Availability
Conclusion. In the first week of January, average iPhone X supply inched up to 97% after a month of rapidly increasing availability for U.S. Apple in-store and online lead times in 8 countries improved from an average of 4 days to…
2-Minute Read
Apple
Gene Munster
App Store Retains Healthy Growth, ARKit Next Gold Rush
App Store revenue grew about 30% in 2017. Apple announced App Store revenue reached $300 million on New Year’s Day 2018, a single day record. They also reported for the period of Christmas Eve to New Year’s Eve, App Store…
2-Minute Read
Apple
,
Augmented Reality
Gene Munster
iPhone X Availability; U.S. In-Store 96%, Online 3 Days
Conclusion. In the final week of December, average iPhone X supply dramatically increased for the fourth consecutive week to 96% for U.S. Apple in-store and online lead times in 8 countries remained essentially unchanged at 3 days as of Jan 1st.…
2-Minute Read
Apple
Loup Ventures
8 Tech Predictions for 2018
Loup Ventures’ predictions of 2018: AI theme continues and artificial general intelligence takes small step forward through Google’s “Deepmind” initiative. VR gets untethered but it still takes another year to take off. Google Home continues to gain market share in smart…
7-Minute Read
Amazon
,
Apple
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Artificial Intelligence
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Cryptocurrency
,
Google
,
Tesla
,
Virtual Reality
Gene Munster
iPhone: Remain Comfortable With Mar-18 Street Estimates
As you know, earlier this week a report surfaced from Taiwan’s Economic Daily News that Apple would be cutting their Mar-18 quarter iPhone shipments (all models). We disagree, and believe iPhone estimates for Mar-18 will remain intact. Our perspective is largely, but…
5-Minute Read
Apple
Loup Ventures
Face Off Part 3 – Echo vs. Google Home vs. Cortana
Smart speakers are quickly becoming one of the most common consumer uses of AI thanks to aggressive pricing and marketing from companies like Amazon and Google. We've conducted our latest round of queries, designed to test the full range of…
6-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Google
,
Microsoft
Gene Munster
iPhone X Availability; U.S. In-Store 97% on Christmas Day
Conclusion. For the third week in a row, iPhone X supply improved materially for in-store U.S. and remained essentially unchanged online (8 countries). We now believe iPhone X will reach global supply demand equilibrium in mid January. This means the Mar-18…
2-Minute Read
Apple
Gene Munster
Framing Apple’s Cash Position Post Repatriation; No Change to M&A Philosophy
M&A philosophy likely to remain unchanged. With the new tax structure we expect Apple will bring $214B back to the U.S. using a 15.5% one-time repatriation tax rate. We don’t expect this cash will change Apple’s M&A philosophy, which will likely…
2-Minute Read
Apple
Gene Munster
iPhone X Availability; Expect Supply Demand Equilibrium Mid January
Conclusion. For the second week in a row, iPhone X supply improved materially both in-store and online. We now believe iPhone X will reach global supply demand equilibrium in mid January. This means the Mar-18 outlook will have a small bump…
2-Minute Read
Apple
Gene Munster
Yet Again, Apple Doubles Down on AR with Finisar Investment
Special thanks to Austin Bohlig for his work on this note. This morning Apple announced they will be investing $390M in Finisar (FNSR), which is the company’s second largest vertical-cavity-surface-emitting-laser (VCSEL) supplier. VCSEL arrays are the key technology that powers 3D sensing applications…
2-Minute Read
Apple
,
Augmented Reality
Gene Munster
Wayback Machine: AAPL IPO 37 Year Anniversary
Rare photo of Steve Jobs and Steve Wozniak in 1980 Today is the 37th anniversary of Apple’s IPO. Apple Computer, Inc. was founded in 1976 and went public on December 12, 1980. Led by Steve Jobs, Chairman of the Board…
1-Minute Read
Apple
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