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Apple
Andrew Murphy
On The Screenless Future & Solving Customer Problems
Why do we think that some combination of AR wearables will eventually replace our smartphones? In short: because the customer is always right. Or, more specifically, solving customer problems is the best way to create value. I’ve been a regular…
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Apple
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Augmented Reality
Loup Ventures
Feedback Loup: iPhone User Survey
In celebration of the iPhone’s 10th anniversary, we went to the University of Minnesota and the surrounding area to ask 25 people a series of questions to get their insights on the iPhone. Most insightful were the answers to questions…
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Apple
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Feedback Loup
Gene Munster
1.204 Billion
A Nod To Greg Packer. For those who were tuned in, June 29th 2007 lived up to the hype. Apple had been aggressive with TV advertising going into the iPhone launch, resulting in average lines of 350 people at the…
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Apple
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Augmented Reality
Loup Ventures
How the Future of Voice Search Affects Marketers Today
Written by guest author Lindsay Boyajian at Conductor Since Amazon announced its acquisition of Whole Foods, the running joke across social media has been, “Jeff Bezos said to Alexa, ‘Buy me something on Whole Foods,’ and Alexa bought Whole Foods.” This quip highlights the…
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Amazon
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Apple
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Artificial Intelligence
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Augmented Reality
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Google
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Microsoft
Gene Munster
Apple 5-Year Model; Expect Apple Glasses In FY20
We are publishing our Apple model with forecasts out to 2022 including Apple Glasses, an AR wearable, starting in 2020. By year end of 2022, we see net revenue of $292B and EPS of $13.20, up from $221B and $8.74 in FY17…
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Apple
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Augmented Reality
Doug Clinton
Bad Culture Doesn’t Scale
The most important lesson from Uber’s travails is that bad culture doesn’t scale. Talented teams with bad culture can build fantastic businesses, but not businesses that last. A unicorn with bad culture is a unicorn with a bomb strapped to its back…
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Amazon
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Apple
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Google
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Meta
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Philosophy
Gene Munster
Suppliers Heavy Hints on the Next iPhone with Meaningful AR Implications
Last night, Finisar (FNSR) reported the Apr-17 quarter and made comments that all but ensure they will be one of two or three suppliers of VCSEL lasers for the high-end version of the next iPhone. Based on timing comments, we expect the…
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Apple
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Augmented Reality
Gene Munster
Apple Confirms Self-Driving Car Project
In an interview with Bloomberg, Apple CEO Tim Cook confirmed Project Titan, Apple’s car project. Cook referred to this as “the mother of all AI projects.” While the project hasn’t been a well-kept secret, Apple’s public confirmation is noteworthy. Cook…
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Apple
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Artificial Intelligence
Gene Munster
Interest In Buying Next iPhone Higher Than Last Year
Survey Shows Interest In Upgrading to Next iPhone Higher Than Last Year. The weekend before WWDC, we surveyed 501 U.S. consumers regrading their intent to purchase the next iPhone, expected to be released early to late this fall (possibly delayed…
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Apple
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Augmented Reality
Gene Munster
Apple Will Become The Leading AR Platform Over Night
Here’s our take on the most important announcements from Apple’s WWDC 2017 keynote event: New AR Developer Tools. ARKit is the single most important announcement from today’s keynote, enhancing iOS 11 devices for augmented reality. ARKit instantly creates a multi-100m user base…
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Apple
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Artificial Intelligence
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Augmented Reality
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Virtual Reality
Gene Munster
WWDC 2017 Preview
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Apple
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Artificial Intelligence
,
Augmented Reality
Gene Munster
Why Apple Deserves a Trillion-Dollar Valuation
Apple’s market cap crossed $800 billion for the first time two weeks ago. Not long ago, we predicted that Apple would be the world’s first trillion-dollar company. We’ve had ups and downs since then, but now we’re closer than ever.
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Apple
,
Augmented Reality
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