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Apple
Gene Munster
Apple Lead Times Largely Stable, Except for the MacBook Pro
From mid-November 2021 to May 19th, we have been tracking lead times at Apple for nine products in six countries. We’ve found that lead times for 8 of the 9 products have been essentially stable over the past month. It’s…
2-Minute Read
Apple
Gene Munster
The AR Race Between Apple and Google
I’ve written a lot about augmented reality over the past five years. That’s not surprising, since we started Loup in January of 2017 and the opportunity of merging physical and virtual worlds with AR was one of our five cornerstone…
5-Minute Read
Apple
,
Google
Gene Munster
Sherlocked: How AOL Paved the Way for Apple’s iMessage
Most software developers and engineers know what it means to be sherlocked — the worst of fates for an app. The term was first coined in the early 2000s when Apple implemented its Sherlock search tool in Mac OS 8.…
7-Minute Read
Apple
Gene Munster
Loup TV: Apple Quarter Deep Dive
Gene and Rebecca discuss Apple’s March quarter and June outlook, including underlying demand and of course, the supply chain.
0-Minute Read
Apple
Gene Munster
Apple’s Supply Chain Chatter Hides the Big Picture
Supply constraints. It seems like that’s the only topic on the minds of Apple investors these days. In fact, it’s nothing new. Since the launch of the iPod twenty years ago, navigating the theme of product availability has been an…
2-Minute Read
Apple
Gene Munster, Andrew Murphy
Loup TV Weekly: Musk’s Big Week with Twitter and Cyber Rodeo
Gene and Andrew discuss the most important tech events for the week ending on April 8th. Musk’s investment in Twitter was no surprise given his vocal stance on free speech and his mission-driven investment approach. Given that he’s now a…
1-Minute Read
Apple
,
Tesla
,
Twitter
Gene Munster, Doug Clinton
Loup TV Weekly: Apple App Store Now Steers; Tesla’s Cyber Rodeo Is About Religion
Apple made good on its Fall 2021 promise to allow reader apps to steer. Eventually, most apps (including gaming) will allow steering in the future. This begs the question: How will steering impact app developers’ conversion and profitability? Both Tesla and…
1-Minute Read
Apple
,
Tesla
,
Themes
Gene Munster
Apple’s Been Preparing for the New World Order
The global supply chain will likely change rapidly over the next decade, shifting away from China. Apple saw it coming in 2018 and will be aggressively investing a projected $430B in US tech infrastructure over the next five years, along…
7-Minute Read
Apple
,
Themes
Gene Munster, Doug Clinton
Loup TV 170: Apple-Porsche Rumor Takeway; Where There’s Smoke, There’s Fire
Apple and Porsche reportedly held discussions last year about potential collaboration on digital projects. The statements made on Porsche’s video conference are feeding speculation about Apple’s intentions to enter the automotive space. Along with Ford and Wallbox, VW and GM…
0-Minute Read
Apple
Gene Munster, Andrew Murphy
Loup TV 168: Instagram to Bring NFTs to the Masses
Meta could bring NFTs to the masses via Instagram. Mark Zuckerberg mentioned during his speech at SXSW that Instagram plans to integrate NFTs in the coming months. With over 1BN MAUs, Instagram would dwarf existing players like OpenSea (1MN) and…
1-Minute Read
Amazon
,
Apple
,
Meta
,
Tesla
,
Themes
Gene Munster, Doug Clinton
Loup TV 163: Crypto Steps Forward with Regulation; Amazon Steps Back with DOJ
The Biden administration is asking for greater regulation around cryptocurrencies. We see this as a long-term positive for the platform given that it moves crypto from a fringe value transfer to the mainstream. The Department of Justice has more questions…
1-Minute Read
Amazon
,
Apple
,
Cryptocurrency
,
TikTok
Gene Munster
Peek Performance Event Underscores Years of Apple’s Peek Performance
Apple hosted its “Peek Performance” event featuring two upgraded products (iPhone SE with 5G and a new iPad Air) and two new products (Mac Studio and Studio Display). I estimate that the new products will account for 5-10% of Apple’s…
3-Minute Read
Apple
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