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Apple
Gene Munster
Apple Results Reinforce Importance of AR
Apple reported Mar-17 quarterly results below Wall Street – and Loup Ventures’ – expectations. Judging by the mild negative reaction of the stock in after-market trading, it appears that investors are focused on the coming iPhone X product cycle and beyond.…
3-Minute Read
Apple
,
Augmented Reality
Gene Munster
Apple Results & Guidance a Non-Event; Clear Sailing to iPhone X
Expect Slight Upside In Mar-17 From Easy Comps and Typical Conservative Guidance for Jun-17. Apple reports Mar-17 quarterly results tomorrow, May 2nd. Despite shares at an all time high, investor optimism for an iPhone X super cycle this fall remains…
3-Minute Read
Apple
,
Augmented Reality
,
News
Gene Munster
Face Off: Siri vs. Google Assistant vs. Cortana
The importance of voice assistants in the screenless future is hard to overestimate. We see speech-driven user interfaces as a key component of the next computing paradigm, so it’s helpful to understand empirically where each platform stands today. In February, we compared…
4-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Google
,
Microsoft
Gene Munster
Apple’s Dream Car: Hardware + Software
Friday’s news of Apple’s permit to test self-driving cars in California should not have come as much of a surprise given the poorly kept secret of Project Titan. But the permit begs the question of whether Apple is building a…
3-Minute Read
Apple
,
Artificial Intelligence
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Robotics
Loup Ventures
AR Is Going to Be Apple’s Next Hit
Apple is increasingly focused on being a dominant player in augmented reality (AR), and for good reason: The future of the company depends on it. AR includes any technology that uses digital information to seamlessly enhance the real world. Over…
5-Minute Read
Apple
,
Augmented Reality
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Google
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Meta
,
Microsoft
Andrew Murphy
Feedback Loup: Clips
Yesterday Apple released Clips, a new app for iPhone users. Apple describes Clips as, “A new iOS app for making and sharing fun videos with text, effects, graphics, and more.” And Clips is fun, but it doesn’t show us the kind of augmented reality…
3-Minute Read
Apple
,
Augmented Reality
,
Feedback Loup
Gene Munster
Apple Services Tracking To 20% Of Revenue In Five Years
Apple Services Through 2022. We have written about the need for Apple to reinvent itself in the next decade through services and AR. The Services reinvention is already underway, accounting for 11.6% of revenue in 2016, and closer to 18%…
5-Minute Read
Apple
,
Augmented Reality
Gene Munster
Apple’s Progress With Apple Pay
Over the next 5-10 years, we believe augmented reality will emerge as the next dominant computing paradigm and that Google and Apple will provide the operating systems that power AR computing. The OS will need to incorporate core technologies including artificial intelligence,…
5-Minute Read
Apple
,
Augmented Reality
Doug Clinton
AirPods Are More Important Than The Apple Watch
At this point, it might not even be that crazy to say it, but we think AirPods are going to be a bigger product for Apple than the Watch. After using AirPods for the past month, the Loup Ventures team…
3-Minute Read
Apple
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Artificial Intelligence
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Audio
,
Augmented Reality
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Future
,
Loup Ventures Podcast
,
News
Andrew Murphy
The Five Senses of Computing
The trend in computing towards more natural user interfaces is unmistakable. Graphical user interfaces have long been dominant, but machines driven by more intuitive inputs, like touch and voice, are now mainstream. Today, audio, motion, and even our thoughts, are the basis for the…
4-Minute Read
Amazon
,
Apple
,
Artificial Intelligence
,
Audio
,
Augmented Reality
,
Google
,
Loup Ventures Podcast
,
Virtual Reality
Andrew Murphy
AirPods: The First Mass Market Hearable
Apple’s AirPods are a step towards the future of computing. Starting with the move from the keyboard and mouse to the touchscreen, computing continues to move towards more intuitive user interfaces. Audio and motion capture are the basis for most innovative computer hardware today,…
3-Minute Read
Apple
,
Audio
,
Augmented Reality
,
Loup Ventures Podcast
Gene Munster
iPhone X Survey Shows Increased Intent to Upgrade & Interest in AR
Last week, we surveyed 502 people in the US regarding their interest in purchasing the iPhone X, expected to launch this fall. Among the 234 iPhone owners we surveyed, 23% intend to upgrade to iPhone X, which compares to 15% that…
2-Minute Read
Apple
,
Augmented Reality
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